IDFC Asset Allocation Aggressive Regular Growth+0.30%

2Groww
-8.43%
1 Year Return
Others
FoF Domestic
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

IDFC Asset Allocation Aggressive Regular Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio1.57%
NAV21.6 (23 Aug 2019)
Fund Started11 Feb 2010
Fund Size16 Cr

Returns

1Y
3Y*
5Y*
Since inception*
IDFC Asset Allocation Aggressive Regular Growth
-8.4%
3.7%
6.3%
8.4%
Category Average
3.9%
5.2%
3.8%
-
Rank within category
34
32
25
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -8.4% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. 1Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Higher expense ratio
    4. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    IDFC Large Cap Fund Direct-GrowthFinancialMutual Fund20.9%
    IDFC Multi Cap Fund Direct-GrowthFinancialMutual Fund20.4%
    IDFC Sterling Value Fund Direct Plan-GrowthFinancialMutual Fund19.4%
    IDFC Bond Fund Short Term Plan Direct-GrowthFinancialMutual Fund16.5%
    IDFC Low Duration Fund Direct-GrowthFinancialMutual Fund12.3%
    IDFC Core Equity Fund Direct-GrowthFinancialMutual Fund9.4%
    IDFC Cash Fund - Direct PlanFinancialMutual Fund0.8%
    See All

    Fund Managers

    addArpit Kapoor
    Education
    Mr. Kapoor is a B.Tech. from Uttar Pradesh Technical University and PGDM from IIM Kozhikode
    Experience
    Prior to this, he has considerable experience in Equity markets while working with UTI MF.
    Funds Managed

    Other Details

    IDFC Asset Allocation Aggressive Regular Growth is a Others Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was introduced to investors on 11 Feb 2010. Bhavin Patadia is the Current Fund Manager of IDFC Asset Allocation Aggressive Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹16 Cr and the Latest NAV as of 23 Aug 2019 is ₹21.6.

    The IDFC Asset Allocation Aggressive Regular Growth is rated Moderately High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. Exit load of 1.50% if redeemed within 18 months. Same for SIP..

    Investment Objective

    The primary objective of scheme is to generate capital appreciation through investment in different mutual fund schemes primarily local funds based on a defined asset allocation model. However, there can be no assurance that the invsestment objective of the scheme will be realized.

    Tax Implications

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

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1.50% if redeemed within 18 months. Same for SIP.
    Exit Load

    Compare Funds

    IDFC Asset Allocation Aggressive Regular Growth
    VS
    search

    About IDFC Mutual Fund

    Address
    OneIndiaBulls Centre, 841 Jupiter Mills Compound, Senapati Bapat Marg, Elphinstone Road (West), Mumbai 400013
    Phone
    022-66289999
    Launch Date
    12 Mar 2000
    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,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
    Similar Funds
    Data not available
    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
    MOST POPULAR ON GROWW
    MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | RELIANCE  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP BLACKROCK  | AXIS  | TATA  | L&T  | SUNDARAM  | DHFL PRAMERICA  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | ESSEL  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | ESCORTS  |