|Min SIP Amount||₹1000|
|NAV||₹23.98 (29 Oct 2020)|
|Fund Started||11 Feb 2010|
|Fund Size||₹22 Cr|
|IDFC Low Duration Fund Direct-Growth||Financial||Mutual Fund||42.5%|
|IDFC Large Cap Fund Direct-Growth||Financial||Mutual Fund||30.4%|
|IDFC Bond Fund Short Term Plan Direct-Growth||Financial||Mutual Fund||16.2%|
|IDFC Emerging Businesses Fund Direct - Growth||Financial||Mutual Fund||5.5%|
|IDFC Focused Equity Fund - Direct Plan||Financial||Mutual Fund||5.1%|
|IDFC Cash Fund - Direct Plan||Financial||Mutual Fund||0.3%|
IDFC Asset Allocation Moderate Regular Growth is a Others Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was made available to investors on 11 Feb 2010. Bhavin Patadia is the Current Fund Manager of IDFC Asset Allocation Moderate Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹22 Cr and the Latest NAV as of 29 Oct 2020 is ₹23.98.
The IDFC Asset Allocation Moderate Regular Growth is rated Moderately High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000. If unit beyond 10%, Exit load of 1% if redeemed within 1 year.
The scheme seeks to provide diversification across asset classes and generate a mix of capital appreciation and income predominantly through investment in equity funds and debt funds of IDFC Mutual Fund based on a defined asset allocation model.
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.