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IDFC Asset Allocation Aggressive Regular Growth

Other
FoF Overseas/Domestic
High Risk
14.08%
3Y annualised
+0.56% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 14 Oct 2021₹32.23
Min. SIP amountNA
Rating1star
Fund size₹17.93 Cr

Returns and rankings

Category: Other FoF Overseas/Domestic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns35.1%14.1%10.3%10.5%
Category average42.2%12.7%12.2%NA
Rank with in category443828NA
Understand termsinfo

Holdings (6)

NameSectorInstrumentAssets
IDFC Large Cap Fund Direct-Growth
FinancialMutual Fund42.1%
IDFC Bond Fund Short Term Plan Direct-Growth
FinancialMutual Fund13.6%
IDFC Low Duration Fund Direct-Growth
FinancialMutual Fund12.8%
IDFC Emerging Businesses Fund Direct - Growth
FinancialMutual Fund12.8%
IDFC Focused Equity Fund - Direct Plan
FinancialMutual Fund9.0%
IDFC Cash Fund - Direct Plan
FinancialMutual Fund5.0%

Expense ratio, exit load and tax

Expense ratio: 1.38%

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 termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Arpit Kapoor
Apr 2018 - Present
View details
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Fund house & investment objective

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Fund house contact details

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