IDFC Bond Fund Medium Term Plan Direct Dividend Bimonthly+0.09%

4
12.57%
1 Year Return
Debt
Medium Duration
4.0star
6M
1Y
3Y
5Y
All

Fund Details

IDFC Bond Fund Medium Term Plan Direct Dividend Bimonthly

RiskModerate
Min SIP AmountNot Supported
Expense Ratio0.75%
NAV12.38 (03 Jul 2020)
Fund Started01 Jan 2013
Fund Size2,973 Cr

Returns

1Y
3Y*
5Y*
Since inception*
IDFC Bond Fund Medium Term Plan Direct Dividend Bimonthly
12.6%
9.0%
9.1%
9.0%
Category Average
5.4%
5.2%
6.7%
-
Rank within category
4
3
2
-
*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
    0
    with 12.6% 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
    4. 5Y Returns are higher than the category average returns
    5. Exit load is zero
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec28.5%
    GOISovereignCGL18.1%
    Reliance Industries Ltd.EnergyNCD6.8%
    GOISovereignGOI Sec6.5%
    LIC Housing Finance Ltd.FinancialNCD5.9%
    Power Finance Corpn. Ltd.FinancialNCD5.1%
    Power Finance Corpn. Ltd.FinancialDebenture4.8%
    Reliance Industries Ltd.EnergyDebenture3.3%
    GOISovereignGOI Sec2.8%
    Housing Development Finance Corpn. Ltd.FinancialDebenture1.8%
    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

    IDFC Bond Fund Medium Term Plan Direct Dividend Bimonthly Details

    IDFC Bond Fund Medium Term Plan Direct Dividend Bimonthly is a Debt Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Suyash Choudhary is the Current Fund Manager of IDFC Bond Fund Medium Term Plan Direct Dividend Bimonthly fund.The fund currently has an Asset Under Management(AUM) of ₹2,973 Cr and the Latest NAV as of 03 Jul 2020 is ₹12.38.

    The IDFC Bond Fund Medium Term Plan Direct Dividend Bimonthly is rated Moderate risk. Minimum SIP Investment is set to 1000.

    Investment Objective

    To seek to generate stable 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)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Nil
    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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