IDFC Credit Risk Fund Direct Dividend Half Yearly+0.07%

3Groww
9.56%
1 Year Return
Debt
Credit Risk
3.0 star
6M
1Y
All

Fund Details

IDFC Credit Risk Fund Direct Dividend Half Yearly

RiskModerate
Min SIP Amount₹1000
Expense Ratio0.63%
NAV10.6 (22 Aug 2019)
Fund Started03 Mar 2017
Fund Size1,300 Cr

Returns

1Y
3Y*
5Y*
Since inception*
IDFC Credit Risk Fund Direct Dividend Half Yearly
9.6%
NA
NA
7.9%
Category Average
0.7%
4.6%
7.7%
-
Rank within category
1
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with 9.6% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the benchmark
    Cons
    1. Age is less than 3 years
    2. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Indusind Bank Ltd.FinancialBonds6.0%
    Tata Housing Devp. Co. LtdConstructionDebenture5.7%
    Tata Steel Ltd.MetalsDebenture4.8%
    Afcons Infrastructure Ltd.ConstructionDebenture4.2%
    Reliance Industries Ltd.EnergyDebenture4.1%
    Indostar Capital Finance Pvt Ltd.FinancialNCD3.8%
    Power Finance Corpn. Ltd.FinancialBonds3.8%
    REC Ltd.FinancialDebenture3.8%
    Axis Bank Ltd.FinancialBonds3.8%
    Walwhan Renewables Energy Pvt. Ltd.EngineeringDebenture3.7%
    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

    Other Details

    IDFC Credit Risk Fund Direct Dividend Half Yearly is a Debt Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was introduced to investors on 03 Mar 2017. Arvind Subramanian, Khushboo Sharma is the Current Fund Manager of IDFC Credit Risk Fund Direct Dividend Half Yearly.The fund currently has an Asset Under Management(AUM) of ₹1,300 Cr and the Latest NAV as of 22 Aug 2019 is ₹10.6.

    The IDFC Credit Risk Fund Direct Dividend Half Yearly is rated Moderate risk. Minimum SIP Investment is 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
    12 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,
    Invest Now
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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