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IDFC Asset Allocation Moderate Regular Growth

Other
FoF Overseas/Domestic
Moderately High Risk
11.64%
3Y annualised
-0.88% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Oct 2021₹29.68
Min. SIP amountNA
Rating3star
Fund size₹18.10 Cr

Returns and rankings

Category: Other FoF Overseas/Domestic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns23.1%11.6%8.9%9.7%
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: 1.03%

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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