IDFC Asset Allocation Moderate Regular Dividend 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 Moderate Regular Dividend.The fund currently has an Asset Under Management(AUM) of ₹32 Cr and the Latest NAV as of 23 Jan 2020 is ₹16.91.
The IDFC Asset Allocation Moderate Regular Dividend 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