IDFC Credit Risk Fund Direct Growth+0.01%

5
8.51%
1 Year Return
Debt
Credit Risk
5.0star
6M
1Y
3Y
All

Fund Details

IDFC Credit Risk Fund Direct Growth

RiskModerate
Min SIP Amount₹1000
Expense Ratio0.66%
NAV13.04 (05 Aug 2020)
Fund Started03 Mar 2017
Fund Size829 Cr

Returns

1Y
3Y*
5Y*
Since inception*
IDFC Credit Risk Fund Direct Growth
8.5%
7.5%
NA
8.0%
Category Average
-3.5%
0.5%
3.7%
-
Rank within category
3
2
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    0
    with 8.5% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the category
    2. 1Y Returns are higher than the category average returns
    3. 3Y Returns are higher than the category average returns
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Aditya Birla Fashion and Retail Ltd.ServicesDebenture8.4%
    Reliance Industries Ltd.EnergyDebenture6.8%
    Afcons Infrastructure Ltd.ConstructionDebenture6.7%
    Tata Power Renewable Energy Ltd.EngineeringSO6.1%
    Housing Development Finance Corpn. Ltd.FinancialDebenture5.1%
    Indusind Bank Ltd.FinancialBonds5.0%
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture4.7%
    Indian Railway Finance Corpn. Ltd.FinancialDebenture3.4%
    Indian Railway Finance Corpn. Ltd.FinancialDebenture3.3%
    Tata Steel Ltd.MetalsDebenture3.1%
    See All

    Fund Managers

    addKhushboo Sharma
    Education
    Ms. Sharma is B.Tech, Post Graduate Diploma in Management (Finance) & CFA Level III
    Experience
    Prior to Joining IDFC Mutual Fund she has worked with Franklin Templeton Asset Management India Pvt. Ltd. in Fixed Income Investment Management and Evaluating company Credit and Structured finance deals and has also worked in Thoughtworks Technologies India Pvt. Ltd. in Software Consulting.
    Funds Managed

    IDFC Credit Risk Fund Direct Growth Details

    IDFC Credit Risk Fund Direct Growth is a Debt Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was made available to investors on 03 Mar 2017. Arvind Subramanian, Khushboo Sharma is the Current Fund Manager of IDFC Credit Risk Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹829 Cr and the Latest NAV as of 05 Aug 2020 is ₹13.04.

    The IDFC Credit Risk Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 365 days.

    Investment Objective

    The Fund seeks to generate returns by predominantly investing in a portfolio of corporate debt securities across the credit spectrum within the investment grade.

    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% if redeemed within 365 days.
    Exit Load

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    About IDFC Mutual Fund

    Address
    OneIndiaBulls Centre, 841 Jupiter Mills Compound, Senapati Bapat Marg, Elphinstone Road (West), Mumbai 400013
    Phone
    022-66289999
    Launch Date
    13 Mar 2000
    Website
    NA
    IDFC Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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