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Home>Mutual Funds>IDFC Mutual Fund>IDFC Asset Allocation Moderate Direct Growth

IDFC Asset Allocation Moderate Direct Growth

Other
FoF Overseas/Domestic
High Risk
12.79%
3Y annualised
+0.55% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 26 Oct 2021₹31.04
Min. SIP amount₹1,000
Rating2star
Fund size₹18.10 Cr

Returns and rankings

Category: Other FoF Overseas/Domestic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns24.4%12.8%9.6%10.6%
Category average28.7%10.3%9.1%NA
Rank with in category532NA
Understand termsinfo

Holdings (6)

NameSectorInstrumentAssets
IDFC Bond Fund Short Term Plan Direct-Growth
FinancialMutual Fund35.3%
IDFC Large Cap Fund Direct-Growth
FinancialMutual Fund28.8%
IDFC Low Duration Fund Direct-Growth
FinancialMutual Fund14.7%
IDFC Emerging Businesses Fund Direct - Growth
FinancialMutual Fund12.3%
IDFC Focused Equity Fund - Direct Plan
FinancialMutual Fund8.6%
IDFC Cash Fund - Direct Plan
FinancialMutual Fund0.4%

Expense ratio, exit load and tax

Expense ratio: 0.26%

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

NA

Understand termsinfo
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

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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