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IDFC Asset Allocation Aggressive Direct Plan IDCW

Other
FoF Overseas/Domestic
High Risk
12.20%
3Y annualised
+0.06% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 12 Aug 2022₹22.91
Min. SIP amount₹1,000
Rating2
Fund size₹16.27Cr

Returns and rankings

Category: Other FoF Overseas/Domestic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.1%12.2%7.6%9.5%
Category average42.2%12.7%12.2%NA
Rank with in category353528NA
Understand terms

Holdings (6)

NameSectorInstrumentAssets
IDFC Large Cap Fund Direct-Growth
FinancialMutual Fund46.0%
IDFC Low Duration Fund Direct-Growth
FinancialMutual Fund17.5%
IDFC Emerging Businesses Fund Direct - Growth
FinancialMutual Fund13.2%
IDFC Focused Equity Fund - Direct Plan
FinancialMutual Fund9.9%
IDFC Bond Fund Short Term Plan Direct-Growth
FinancialMutual Fund9.0%
IDFC Cash Fund - Direct Plan
FinancialMutual Fund2.0%

Expense ratio, exit load and tax

Expense ratio: 0.72%

Inclusive of GST

Exit load

If unit beyond 10%, Exit load of 1% if redeemed within 1 year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹1,000

Fund management

Sachin Relekar
Mar 2022 - Present
View details

Education
Mr. Relekar is an MMS(Finance) from Jamnalal Bajaj Institute of Management Studies Mumbai and B.E (Mechanical) from K.E.S. College of Engineering Islampur.
Experience
Prior to joining IDFC AMC he has worked with LIC Mutual Fund, Tata AMC, CD Equity Search, Innovision Consulting and Tech Pacific India.
Also manages these schemes

Viraj Kulkarni
Jul 2022 - Present
View details

Education
Mr. Kulkarni is a B.Tech. (Electronics), CFA and also holds a PGDM (Finance).
Experience
Prior to joining IDFC AMC he was associated with Franklin Templeton Asset Management (India) Pvt. Ltd. (May 2014-Sept. 2015) and Goldman Sachs Services India (June 2010-May 2012).
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Unit No. 27, Ground Floor,Khetan Bhavan,198, Jamshedji Tata Road,Churchgate, Mumbai 400020
Phone
022-24398777 / 24399999 / 66289999
Launch Date
20 Dec 1999
Website
NA
IDFC Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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FAQs

How to Invest in IDFC Asset Allocation Aggressive Direct Plan IDCW?

You can easily invest in IDFC Asset Allocation Aggressive Direct Plan IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for IDFC Asset Allocation Aggressive Direct Plan IDCW from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in IDFC Asset Allocation Aggressive Direct Plan IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does IDFC Asset Allocation Aggressive Direct Plan IDCW provide?

The IDFC Asset Allocation Aggressive Direct Plan IDCW has been there from 01 Jan 2013 and the average annual returns provided by this fund is 3.15% since its inception.

How much expense ratio is charged by IDFC Asset Allocation Aggressive Direct Plan IDCW?

The term Expense Ratio used for IDFC Asset Allocation Aggressive Direct Plan IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of IDFC Asset Allocation Aggressive Direct Plan IDCW is 0.72% as of 17 Aug 2022...

What is the AUM of IDFC Asset Allocation Aggressive Direct Plan IDCW?

The AUM, short for Assets Under Management of IDFC Asset Allocation Aggressive Direct Plan IDCW is ₹16.27Cr as of 17 Aug 2022.

How to Redeem IDFC Asset Allocation Aggressive Direct Plan IDCW?

If you want to sell your IDFC Asset Allocation Aggressive Direct Plan IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of IDFC Asset Allocation Aggressive Direct Plan IDCW?

You can select either SIP or Lumpsum investment of IDFC Asset Allocation Aggressive Direct Plan IDCW based on your investment objective and risk tolerance.

What is the NAV of IDFC Asset Allocation Aggressive Direct Plan IDCW?

The NAV of IDFC Asset Allocation Aggressive Direct Plan IDCW is ₹22.91 as of 12 Aug 2022.

What is the PE and PB ratio of IDFC Asset Allocation Aggressive Direct Plan IDCW?

The PE ratio ratio of IDFC Asset Allocation Aggressive Direct Plan IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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