IDFC Bond Fund Income Plan Direct Growth

Debt
Medium to Long Duration
Moderate Risk
5.08%
3Y annualised
-0.08% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Sep 2022₹57.91
Min. SIP amount₹1,000
Rating2
Fund size₹536.90Cr

Return calculator

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

Returns and rankings

Category: Debt Medium to Long Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-0.1%5.1%6.0%7.9%
Category average1.5%5.0%5.0%NA
Rank with in category11108NA
Understand terms

Holdings (5)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec70.0%
GOISovereignGOI Sec20.5%
GOI
SovereignGOI Sec6.1%
GOI
SovereignGOI Sec0.9%
GOI
SovereignGOI Sec0.2%

Pros and cons

Category: Debt Medium to Long Duration

Pros

Cons

Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
1Y annualised returns lower than category average by 1.37%
3Y and 5Y annualised returns higher than category average
Higher expense ratio: 1.32%
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 1.32%

Inclusive of GST

Exit load

For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days

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 terms
Check past data

Minimum investment amounts

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

Fund management

Suyash Choudhary
Jan 2013 - Present
View details

Education
Mr. Choudhary is a B.A (H) Economics from Delhi University and PGDM from IIM Calcutta.
Experience
Prior to joining IDFC Mutual Fund he has worked with HSBC Asset Management (India) Pvt. Ltd., Standard Chartered Asset Management Co. Pvt. Ltd. and Deutsche Bank.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Unit No. 27, Ground Floor,Khetan Bhavan,198, Jamshedji Tata Road,Churchgate, Mumbai 400020
Phone
022-24398777 / 24399999 / 66289999
Launch Date
20 Dec 1999
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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