IDFC Bond Fund Income Plan Regular Dividend Yearly-0.02%

4Groww
14.36%
1 Year Return
Debt
Long Duration
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

IDFC Bond Fund Income Plan Regular Dividend Yearly

RiskModerate
Min SIP Amount₹1000
Expense Ratio1.89%
NAV12.1 (23 Aug 2019)
Fund Started14 Jul 2000
Fund Size670 Cr

Returns

1Y
3Y*
5Y*
Since inception*
IDFC Bond Fund Income Plan Regular Dividend Yearly
14.4%
8.0%
9.2%
8.5%
Category Average
9.5%
6.2%
8.2%
-
Rank within category
2
1
1
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 14.4% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 1Y Returns are higher than the benchmark
    3. 3Y Returns are higher than the benchmark
    4. 5Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec43.6%
    GOISovereignGOI Sec32.8%
    REC Ltd.FinancialNCD6.1%
    Reliance Industries Ltd.EnergyDebenture5.1%
    GOISovereignGOI Sec3.6%
    GOISovereignGOI Sec2.4%
    GOISovereignGOI Sec1.4%
    Reliance Industries Ltd.EnergyNCD1.1%
    REC Ltd.FinancialZCB0.8%
    Karnataka StateOthersSDL0.7%
    See All

    Fund Managers

    addSuyash Choudhary
    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.
    Funds Managed

    Other Details

    IDFC Bond Fund Income Plan Regular Dividend Yearly is a Debt Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was introduced to investors on 14 Jul 2000. Suyash Choudhary is the Current Fund Manager of IDFC Bond Fund Income Plan Regular Dividend Yearly.The fund currently has an Asset Under Management(AUM) of ₹670 Cr and the Latest NAV as of 23 Aug 2019 is ₹12.1.

    The IDFC Bond Fund Income Plan Regular Dividend Yearly is rated Moderate risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days.

    Investment Objective

    To seek to generate stable long term returns with a low risk strategy by creating a portfolio that is invested in good quality fixed income and money market securities.

    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
    For units in excess of 10% of the investment, 1% will be charged for redemption 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
    Enter investment amount
    + ₹1,000
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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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