How to Invest in IDFC Bond Fund Income Plan Direct IDCW Periodic?

You can easily invest in IDFC Bond Fund Income Plan Direct IDCW Periodic in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for IDFC Bond Fund Income Plan Direct IDCW Periodic from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in IDFC Bond Fund Income Plan Direct IDCW Periodic as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does IDFC Bond Fund Income Plan Direct IDCW Periodic provide?

The IDFC Bond Fund Income Plan Direct IDCW Periodic has been there from 15 Sep 2014 and the average annual returns provided by this fund is 2.12% since its inception.

How much expense ratio is charged by IDFC Bond Fund Income Plan Direct IDCW Periodic?

The term Expense Ratio used for IDFC Bond Fund Income Plan Direct IDCW Periodic or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of IDFC Bond Fund Income Plan Direct IDCW Periodic is 1.32% as of 29 Jan 2023...

What is the AUM of IDFC Bond Fund Income Plan Direct IDCW Periodic?

The AUM, short for Assets Under Management of IDFC Bond Fund Income Plan Direct IDCW Periodic is ₹501.74Cr as of 29 Jan 2023.

How to Redeem IDFC Bond Fund Income Plan Direct IDCW Periodic?

If you want to sell your IDFC Bond Fund Income Plan Direct IDCW Periodic holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of IDFC Bond Fund Income Plan Direct IDCW Periodic?

You can select either SIP or Lumpsum investment of IDFC Bond Fund Income Plan Direct IDCW Periodic based on your investment objective and risk tolerance.

What is the NAV of IDFC Bond Fund Income Plan Direct IDCW Periodic?

The NAV of IDFC Bond Fund Income Plan Direct IDCW Periodic is ₹14.41 as of 27 Jan 2023.

What is the PE and PB ratio of IDFC Bond Fund Income Plan Direct IDCW Periodic?

The PE ratio ratio of IDFC Bond Fund Income Plan Direct IDCW Periodic is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

IDFC Bond Fund Income Plan Direct IDCW Periodic - NAV, Mutual Fund Performance & Portfolio

IDFC Bond Fund Income Plan Direct IDCW Periodic
Debt
Medium to Long Duration
Moderate Risk
4.99%
3Y annualised
-0.18% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 27 Jan 2023₹14.41
Min. SIP amount₹1,000
Rating2
Fund size₹501.74Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Debt Medium to Long Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns2.1%5.0%6.8%7.9%
Category average3.5%5.1%5.6%NA
Rank with in category13108NA
Understand terms
Holdings (5)NameSectorInstrumentAssets
GOI
SovereignGOI Sec66.5%
GOISovereignGOI Sec27.3%
GOI
SovereignGOI Sec2.8%
GOISovereignGOI Sec1.0%
GOI
SovereignGOI Sec0.2%
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
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
Consistently lower annualised returns than category average for the past 1Y and 3Y
5Y and 10Y annualised returns higher than category average
Higher expense ratio: 1.32%
Low rating: 2
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Dec 2022 - Present
1.32%
31 Dec 2022 - 31 Dec 2022
1.32%
30 Nov 2022 - 31 Dec 2022
1.32%
30 Nov 2022 - 30 Nov 2022
1.32%
30 Nov 2022 - 30 Nov 2022
1.32%
31 Oct 2022 - 30 Nov 2022
1.32%
31 Oct 2022 - 31 Oct 2022
1.32%
31 Oct 2022 - 31 Oct 2022
1.32%
31 Oct 2022 - 31 Oct 2022
1.32%
30 Sep 2022 - 31 Oct 2022
1.32%
30 Sep 2022 - 30 Sep 2022
1.32%
30 Sep 2022 - 30 Sep 2022
1.32%
31 Aug 2022 - 30 Sep 2022
1.32%
31 Aug 2022 - 31 Aug 2022
1.32%
31 Jul 2022 - 31 Aug 2022
1.32%
31 Jul 2022 - 31 Jul 2022
1.32%
30 Jun 2022 - 31 Jul 2022
1.32%
30 Jun 2022 - 30 Jun 2022
1.32%
31 May 2022 - 30 Jun 2022
1.31%
31 May 2022 - 31 May 2022
1.31%
30 Apr 2022 - 31 May 2022
1.31%
30 Apr 2022 - 30 Apr 2022
1.31%
31 Mar 2022 - 30 Apr 2022
1.33%
31 Mar 2022 - 31 Mar 2022
1.33%
28 Feb 2022 - 31 Mar 2022
1.33%
28 Feb 2022 - 28 Feb 2022
1.33%
31 Jan 2022 - 28 Feb 2022
1.33%
31 Dec 2021 - 31 Jan 2022
1.33%
30 Nov 2021 - 31 Dec 2021
1.32%
31 Oct 2021 - 30 Nov 2021
1.32%
30 Sep 2021 - 31 Oct 2021
1.32%
31 Aug 2021 - 30 Sep 2021
1.32%
31 Jul 2021 - 31 Aug 2021
1.32%
30 Jun 2021 - 31 Jul 2021
1.32%
31 May 2021 - 30 Jun 2021
1.32%
30 Apr 2021 - 31 May 2021
1.32%
31 Mar 2021 - 30 Apr 2021
1.32%
28 Feb 2021 - 31 Mar 2021
1.21%
31 Jan 2021 - 28 Feb 2021
1.35%
31 Dec 2020 - 31 Jan 2021
1.35%
30 Nov 2020 - 31 Dec 2020
1.35%
31 Oct 2020 - 30 Nov 2020
1.35%
30 Sep 2020 - 31 Oct 2020
1.33%
31 Aug 2020 - 30 Sep 2020
1.35%
31 Jul 2020 - 31 Aug 2020
1.34%
30 Jun 2020 - 31 Jul 2020
1.34%
31 May 2020 - 30 Jun 2020
1.30%
30 Apr 2020 - 31 May 2020
1.30%
31 Mar 2020 - 30 Apr 2020
1.28%
29 Feb 2020 - 31 Mar 2020
1.28%
31 Jan 2020 - 29 Feb 2020
1.28%
31 Dec 2019 - 31 Jan 2020
1.29%
30 Nov 2019 - 31 Dec 2019
1.29%
31 Oct 2019 - 30 Nov 2019
1.28%
30 Sep 2019 - 31 Oct 2019
1.28%
31 Aug 2019 - 30 Sep 2019
1.28%
31 Jul 2019 - 31 Aug 2019
1.28%
30 Jun 2019 - 31 Jul 2019
1.29%
31 May 2019 - 30 Jun 2019
1.15%
30 Apr 2019 - 31 May 2019
1.13%
31 Mar 2019 - 30 Apr 2019
1.35%
28 Feb 2019 - 31 Mar 2019
1.35%
31 Jan 2019 - 28 Feb 2019
1.35%
31 Dec 2018 - 31 Jan 2019
1.12%
30 Nov 2018 - 31 Dec 2018
1.00%
31 Oct 2018 - 30 Nov 2018
1.00%
30 Sep 2018 - 31 Oct 2018
1.01%
31 Aug 2018 - 30 Sep 2018
1.01%
31 Jul 2018 - 31 Aug 2018
1.01%
30 Jun 2018 - 31 Jul 2018
1.01%
31 May 2018 - 30 Jun 2018
1.01%
30 Apr 2018 - 31 May 2018
1.01%
31 Mar 2018 - 30 Apr 2018
1.01%
28 Feb 2018 - 31 Mar 2018
0.86%
31 Jan 2018 - 28 Feb 2018
0.86%
31 Dec 2017 - 31 Jan 2018
0.86%
30 Nov 2017 - 31 Dec 2017
0.86%
31 Oct 2017 - 30 Nov 2017
0.86%
Expense ratio, exit load and taxExpense ratio: 1.32%Inclusive of GST
Exit loadFor units in excess of 10% of the investment, 1% will be charged for redemption within 365 days
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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 amountsMin. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹1,000
Fund managementSuyash 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
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IDFC Bond Fund Income Plan Direct Growth
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IDFC Bond Fund Medium Term Plan Direct IDCW Monthly
IDFC Bond Fund Medium Term Plan Direct IDCW Quarterly
IDFC Bond Fund Medium Term Plan Direct IDCW Fortnightly
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IDFC Bond Fund Short Term Plan Direct IDCW Monthly
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IDFC Banking & PSU Debt Fund Direct IDCW Daily
IDFC Bond Fund Short Term Plan Direct IDCW Periodic
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IDFC Bond Fund Medium Term Plan Direct IDCW Periodic
IDFC Bond Fund Medium Term Plan Regular IDCW Periodic
IDFC Bond Fund Income Plan Direct IDCW Periodic
IDFC Bond Fund Income Plan Regular IDCW Periodic
IDFC Government Securities Investment Plan Direct IDCW Periodic
IDFC Government Securities Investment Regular IDCW Periodic
IDFC Dynamic Bond Fund Direct IDCW Periodic
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IDFC Corporate Bond Fund Regular IDCW Half Yearly
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IDFC Corporate Bond Fund Regular IDCW Quarterly
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IDFC Bond Fund Short Term Plan Direct IDCW Quarterly
IDFC Bond Fund Short Term Plan Regular IDCW Yearly
IDFC Bond Fund Short Term Plan Direct IDCW Yearly
IDFC Floating Rate Fund Regular Growth
IDFC Floating Rate Fund Regular IDCW Quarterly
IDFC Floating Rate Fund Regular IDCW Monthly
IDFC Floating Rate Fund Regular IDCW Weekly
IDFC Floating Rate Fund Regular IDCW Periodic
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IDFC Floating Rate Fund Direct Growth
IDFC Floating Rate Fund Direct IDCW Quarterly
IDFC Floating Rate Fund Direct IDCW Monthly
IDFC Floating Rate Fund Direct IDCW Daily
IDFC Floating Rate Fund Direct IDCW Periodic
IDFC Floating Rate Fund Direct IDCW Weekly
IDFC Floating Rate Fund Direct IDCW Yearly
IDFC Floating Rate Fund Regular IDCW Yearly
Fund house & investment objective
IDFC Mutual Fund
Rank (total assets)#9 in India
Total AUM₹1,22,101.48Cr
Date of Incorporation20 Dec 1999
 IDFC Bond Fund Income Plan Direct IDCW Periodic is a Debt Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was made available to investors on 20 Dec 1999. Suyash Choudhary is the Current Fund Manager of IDFC Bond Fund Income Plan Direct IDCW Periodic fund. The fund currently has an Asset Under Management(AUM) of ₹1,22,101 Cr and the Latest NAV as of 27 Jan 2023 is ₹14.41.
The IDFC Bond Fund Income Plan Direct IDCW Periodic is rated Moderate risk. Minimum SIP Investment is set to ₹1,000. Minimum Lumpsum Investment is ₹5,000. For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days
;
Investment ObjectiveThe scheme seeks to invest in a diversified set of debt and money market securities with the aim of generating optimal returns over long term such that the Macaulay duration of the portfolio is greater than 7 years.
;
Fund benchmarkNIFTY Medium to Long Duration Debt Index A-III
Scheme Information Document(SID)
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
E-mail
[email protected]
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,
Email
[email protected]
Website
www.camsonline.com
Compare funds
IDFC Bond Fund Income Plan Direct IDCW Periodic
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	1Y	3Y	5Y	All
Fund returns	2.1%	5.0%	6.8%	7.9%
Category average	3.5%	5.1%	5.6%	NA
Rank with in category	13	10	8	NA

Name	Sector	Instrument	Assets
GOI	Sovereign	GOI Sec	66.5%
GOI	Sovereign	GOI Sec	27.3%
GOI	Sovereign	GOI Sec	2.8%
GOI	Sovereign	GOI Sec	1.0%
GOI	Sovereign	GOI Sec	0.2%

Rank (total assets)	#9 in India
Total AUM	₹1,22,101.48Cr

Date of Incorporation	20 Dec 1999

Fund benchmark	NIFTY Medium to Long Duration Debt Index A-III

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

Rating	2
Fund size	₹501.74Cr

IDFC Bond Fund Income Plan Direct IDCW Periodic

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (5)

Disclaimer

Pros and cons

Pros

Cons

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 1.32%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Suyash ChoudharyJan 2013 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Suyash Choudhary
Jan 2013 - Present
View details