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IDFC Mutual Fund

IDFC Mutual Fund was established in 2000 and is one of the largest Mutual Fund houses in India’s domestic market. In terms of Assets under Management or AUM, it is one of the 5 largest players in the sector. Over the years, the corporation has grown to cover most of the domestic market and has several regional headquarters across the Central and Eastern parts of the country, where economic growth is higher and more investment options are needed.

Despite being a relative newcomer, IDFC Mutual Fund has managed to shake up the domestic financial system. It has been the recipient of numerous awards and recognitions from the Mutual Funds statutory bodies and from industry leaders in media and management.

IDFC Mutual Funds have more than Rs. 69,334 Crore as Assets Under Management as of December 2018, making it one of the largest players in the Mutual Funds industry.

Managed by the IDFC AMC Trustee Company Private Limited, IDFC Mutual Fund currently has over 250 Mutual Funds in the market that are divested across various segments – from Gilt Funds to Fund of Funds and Children’s Funds.

In 2000, the Reserve Bank of India [] IDFC Ltd. to transfer its shareholding to IDFC Financial Holding Company Limited from IDFC’s Asset Management Company in keeping with banking norms. IDFC Ltd. continues to function as the largest shareholder in its Assets Management Company and the Mutual Funds business.

The parent organisation of IDFC Mutual Funds, IDFC Ltd., was established by the Central Government to fast-track the growth of private businesses in India. IDFC Ltd. also operates IDFC Bank.

IDFC Ltd. specialises in Financing, Principal Restructuring, Investment Banking, Brokerage, Assets Management and Advisory Services, and Project Financing. Its Asset Management operations include:

I. Investments via IDFC Alternatives Ltd., which specialises in private and project equity investments.

II. IDFC Assets Management Company or AMC which manages public markets asset management.

Auditors of IDFC Mutual Funds include the likes of Deloitte Haskins and Sells. The custodian of IDFC MF is Deutsche Bank Limited AG. IDFC Mutual Funds include of NAVs and AUMs, and have many options for first-time, experienced, retail and corporate investors et al.

Top Performing Idfc Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
IDFC Banking & PSU FundDebtLow to Moderate5.3%5star18,309
IDFC Tax Advantage (ELSS) FundEquityVery High75.8%4star3,295
IDFC Nifty FundOtherVery High40.4%4star326
IDFC Government Securities Fund - Constant Maturity FundDebtModerate2.5%4star312
IDFC Government Securities Fund Investment PlanDebtLow to Moderate3.4%4star1,969
IDFC Dynamic Bond FundDebtLow to Moderate3.4%4star3,292
IDFC All Seasons Bond Fund - Regular PlanOtherModerate5.0%4star160
IDFC Bond Fund - Medium Term FundDebtLow to Moderate4.2%4star3,884
IDFC Bond Fund - Short Term FundDebtLow to Moderate4.9%4star13,701
IDFC Sterling Value FundEquityVery High103.0%3star3,733
IDFC Infrastructure FundEquityVery High100.2%3star623
IDFC Core Equity FundEquityVery High61.1%3star2,394
IDFC Hybrid Equity FundHybridVery High50.0%3star545
IDFC Large Cap FundEquityVery High37.9%3star796
IDFC Dynamic Equity FundHybridModerately High22.1%3star2,108
View All Top Performing Idfc Mutual Funds

Key information

Mutual fundIDFC Mutual Fund
Asset management companyIDFC Asset Management Company Ltd.
Set upMarch 13, 2000
IncorporatedDec 20, 1999
SponsorsIDFC Ltd.
TrusteeIDFC AMC Trustee Company Private Limited
ChairmanMr Sunil Kakar
MD and CEOMr Vishal Kapoor
Investor Service OfficerMr. Sunil Aryamane

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How can you invest in Idfc Mutual Funds?

Investing in IDFC Mutual Funds is easy when you have an account with Groww, one of the largest online investing platforms. Here are the steps to invest in the best IDFC Mutual Fund online.

Step 1: Log in to your personal Groww account by providing your user ID and password. If you do not have a Groww account, you can easily register for one.

Step 2: You must now upload your identification documents similar to any financial establishment’s KYC norms. Accepted documents include a passport, a valid Driving license, PAN, Aadhaar Card, or any form of identification issued by either the Central or State Government.

Step 3: Upload documents validating your address. Accepted documents in this section include any document that lists your permanent residence.

Step 4: Select the appropriate period of investment.

Step 5: Select your preferred risk level. Choose from high, low or medium. High risk Mutual Funds usually have better returns but are also more susceptible to market volatility.

Step 6: You can now select the best IDFC Mutual Fund online via our website.

Step 7: If you are looking to invest a lump-sum amount for a longer term, you can select the “Invest one time” option. Alternatively, you can choose the option to “Start SIP.” You can choose from a wide range of plans from our secure website.

That sums up the process of your investment. The IDFC Mutual Fund you choose to invest in will reflect in your Groww account in 3-4 working days.

Top Fund Managers

1. Mr. Vinod Rai

Mr. Vinod Rai is the CAG of India. He is currently the Non-Executive Independent Chairman of IDFC Limited. He has previously served as the Secretary in the Central Ministry of Finance. During his stint as the Secretary, he was involved in the Financial Services sector and has extensive supervisory experience of banks and other financial organisations.

Mr. Rai has also served as one of the directors of ICICI Bank, IDBI Bank, IDFC and the LIC of India. In the past, Mr. Rai has also served in the Kerala Government as the Finance Ministry’s Principal Secretary.

With his long and remarkable track record in Governmental and private sectors, Mr. Rai adds an element of stability to a very dynamic company.

2. Ms. Anita Ramachandran

Ms. Ramachandran is currently one of the Independent Directors of IDFC Mutual Funds. She is an MBA from Jamnalal Bajaj Institute of Mumbai and is one of the most influential Human Resources professionals in India.

Ms. Ramachandran is an acclaimed expert in Compensation and Rewards Management. Previously, she has been associated with the A.F. Ferguson’s Management Consultancy. She is a very well-received author and a speaker, and has been a Dorab Tata scholar in the past.

3. Mr. Sunil Kakar

Mr. Kakar is currently the associate director of IDBI Mutual Fund. She is also the CEO and Managing Director of IDFC Limited. He began his career at the Bank of America. He has led the BoI’s India division for many years in the past too.

Mr. Kakar was one of the few members of the original group of professionals who founded Max New York Life in India. He first joined the IDFC family as one of the most senior members of the Group Chief Financial Officer initially. He is an alumnus of the St Xavier’s College of Kolkata and a B.Tech. from the Indian Institute of Management, Kanpur.

4. Mr. Vishwavir Saran Das

Mr. Das is an Independent Director of the Mutual Funds division of IDFC Ltd. He has a background in Economics and Human Resource Management. He qualified from CAIIB in Russia.

Mr. Das has worked for more than 36 years in the Reserve Bank of India. He has served with the Government to formulate the Right to Information Act and Financial Education of the people of India. She has previously worked as an Arbitrator of various stock exchanges of the Asian and International markets.

Let's have a closer look

Now let us jump and check about these top 10 mutual fund schemes.

IDFC Banking & PSU Debt Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Banking and PSU segment. It has given a commendable 9.81% annual returns in the last three years. In the previous year, it delivered 5.3% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹1,000. It is one of most notable Debt mutual funds in India.

Min Investment Amt₹5,000
AUM18,309Cr
1Y Returns5.3%

IDFC Tax Advantage (ELSS) Direct Plan Growth

Fund Performance: This fund has consistently performed above the benchmark in ELSS segment. It has given a commendable 16.63% annual returns in the last three years. In the previous year, it delivered 75.83% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Equity mutual funds in India.

Min Investment Amt₹500
AUM3,295Cr
1Y Returns75.8%

IDFC Nifty Direct Plan Growth

Fund Performance: This fund has consistently performed above the benchmark in Index segment. It has given a commendable 12.89% annual returns in the last three years. In the previous year, it delivered 40.38% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹100. It is one of most notable Other mutual funds in India.

Min Investment Amt₹5,000
AUM326Cr
1Y Returns40.4%

IDFC Government Securities Fund Constant Maturity Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Gilt 10 year segment. It has given a commendable 11.98% annual returns in the last three years. In the previous year, it delivered 2.51% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹1,000. It is one of most notable Debt mutual funds in India.

Min Investment Amt₹5,000
AUM312Cr
1Y Returns2.5%

IDFC Government Securities Investment Plan Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Gilt segment. It has given a commendable 11.79% annual returns in the last three years. In the previous year, it delivered 3.38% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹1,000. It is one of most notable Debt mutual funds in India.

Min Investment Amt₹5,000
AUM1,969Cr
1Y Returns3.4%

IDFC Dynamic Bond Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Dynamic Bond segment. It has given a commendable 10.63% annual returns in the last three years. In the previous year, it delivered 3.41% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹1,000. It is one of most notable Debt mutual funds in India.

Min Investment Amt₹5,000
AUM3,292Cr
1Y Returns3.4%

IDFC All Seasons Bond Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in FoF Overseas/Domestic segment. It has given a commendable 9.17% annual returns in the last three years. In the previous year, it delivered 5.05% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹1,000. It is one of most notable Other mutual funds in India.

Min Investment Amt₹5,000
AUM160Cr
1Y Returns5.0%

IDFC Bond Fund Medium Term Plan Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Medium Duration segment. It has given a commendable 8.94% annual returns in the last three years. In the previous year, it delivered 4.21% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹1,000. It is one of most notable Debt mutual funds in India.

Min Investment Amt₹5,000
AUM3,884Cr
1Y Returns4.2%

IDFC Bond Fund Short Term Plan Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Short Duration segment. It has given a commendable 8.8% annual returns in the last three years. In the previous year, it delivered 4.94% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹1,000. It is one of most notable Debt mutual funds in India.

Min Investment Amt₹5,000
AUM13,701Cr
1Y Returns4.9%

IDFC Sterling Value Fund Direct Plan Growth

Fund Performance: This fund has consistently performed above the benchmark in Value segment. It has given a commendable 14.77% annual returns in the last three years. In the previous year, it delivered 102.96% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹100. It is one of most notable Equity mutual funds in India.

Min Investment Amt₹5,000
AUM3,733Cr
1Y Returns103.0%

IDFC Infrastructure Direct Plan Growth

Fund Performance: This fund has consistently performed above the benchmark in Sectoral / Thematic segment. It has given a commendable 13.61% annual returns in the last three years. In the previous year, it delivered 100.24% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹100. It is one of most notable Equity mutual funds in India.

Min Investment Amt₹5,000
AUM623Cr
1Y Returns100.2%

IDFC Core Equity Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Large & MidCap segment. It has given a commendable 13.52% annual returns in the last three years. In the previous year, it delivered 61.14% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹100. It is one of most notable Equity mutual funds in India.

Min Investment Amt₹5,000
AUM2,394Cr
1Y Returns61.1%

IDFC Hybrid Equity Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Aggressive Hybrid segment. It has given a commendable 12.22% annual returns in the last three years. In the previous year, it delivered 49.96% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹100. It is one of most notable Hybrid mutual funds in India.

Min Investment Amt₹5,000
AUM545Cr
1Y Returns50.0%

IDFC Large Cap Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Large Cap segment. It has given a commendable 12.15% annual returns in the last three years. In the previous year, it delivered 37.87% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹100. It is one of most notable Equity mutual funds in India.

Min Investment Amt₹5,000
AUM796Cr
1Y Returns37.9%

IDFC Balanced Advantage Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Dynamic Asset Allocation segment. It has given a commendable 11.22% annual returns in the last three years. In the previous year, it delivered 22.09% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹100. It is one of most notable Hybrid mutual funds in India.

Min Investment Amt₹5,000
AUM2,108Cr
1Y Returns22.1%

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