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IDFC Bond Fund Short Term Plan Direct IDCW Yearly

Debt
Short Duration
Low to Moderate Risk
4.92%
1Y return
0.00% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Jul 2021₹10.86
Min. SIP AmountNA
Rating4star
Fund Size₹13,700.76 Cr

Return calculator

One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Debt Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns4.9%8.8%7.9%8.6%
Category average4.3%6.4%6.4%NA
Rank with in category1489NA
Understand termsinfo

Holdings (74)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec15.1%
Reliance Industries Ltd.EnergyNCD6.7%
Housing Development Finance Corpn. Ltd.FinancialNCD3.2%
National Bank For Agriculture & Rural Development
FinancialDebenture3.0%
Indian Railway Finance Corporation Ltd.
FinancialDebenture2.7%
LIC Housing Finance Ltd.FinancialNCD2.5%
LIC Housing Finance Ltd.FinancialBonds/NCD2.3%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture2.2%
Housing Development Finance Corpn. Ltd.FinancialNCD2.1%
National Bank For Agriculture & Rural Development
FinancialDebenture2.0%
See All

Pros and cons

Category: Debt Short Duration

Pros

  • Lower expense ratio - 0.29%
  • 1Y Returns are higher than the category average returns
  • 3Y Returns are higher than the category average returns
  • 5Y Returns are higher than the category average returns
  • Exit load is zero

Cons

  • Age is less than 3 years

Expense ratio, exit load and tax

Expense ratio: 0.29%

Inclusive of GST

Exit load

Nil

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

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹5,000
Min. for SIPNA

Fund management

Suyash Choudhary
May 2018 - Present
View Details
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Fund house & investment objective

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Fund house contact details

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