IDFC Bond Fund - Medium Term Fund - Direct - Growth+0.12%

9.00%
1 Year Return
Debt
Medium Duration
3.0 star
1Y
3Y
5Y

Fund Details

IDFC Bond Fund - Medium Term Fund - Direct - Growth

RiskLow
Min SIP Amount₹1000
Expense Ratio0.79%
NAV32.7 (17 May 2019)
Fund Started01 Jan 2013
Fund Size2,344 Cr

Returns

1Y
3Y*
5Y*
Since inception*
IDFC Bond Fund - Medium Term Fund - Direct - Growth
9.0%
7.7%
8.4%
8.3%
Category Average
6.0%
7.0%
8.0%
-
Rank within category
2
10
10
-
*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 9.0% annual returns

    Comparison

    Data not available
    Pros
    1. 3Y Returns are higher than the benchmark
    2. 5Y Returns are higher than the benchmark
    Cons
    1. Risk is higher compared to the benchmark
    2. 1Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Kotak Mahindra Prime Ltd.FinancialNCD8.5%
    Kotak Mahindra Prime Ltd.FinancialBonds/Deb8.4%
    GOISovereignCGL7.7%
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture5.7%
    Maharashtra StateOthersSDL5.1%
    LIC Housing Finance Ltd.FinancialDebenture4.6%
    Tamilnadu StateOthersSDL4.5%
    Maharashtra StateOthersSDL4.2%
    Small Industries Devp. Bank of India Ltd.FinancialCD3.2%
    Telangana StateFinancialSDL2.9%
    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

    About IDFC Mutual Fund

    IDFC Mutual Fund started their mutual fund on 13/03/2000 and its managing total assets of ₹66,620 Cr. Its ranked at 11 as per total assets at end of 30th Sep 2017.

    IDFC Mutual Fund works under the name IDFC Asset Management Company. The main objective of this mutual fund company is to grow the AUM of the company by offering adequate products for retail, as well as industrial customers.

    IDFC is a relatively new fund house, but nevertheless, has won many accolades for its performance, from various agencies.

    IDFC mutual fund offers a bunch of mutual fund schemes that have performed relatively well in the market and therefore, this fund house has carved a niche for itself.

    It provides funds ranging from equity to debt to hybrid.

    This AMC focuses on infrastructure as its key area and its main businesses in Project Finance, Principal Investments, Financial Markets and Investment Banking, Broking, Advisory Services and Asset Management.

    IDFC effectively started off its business in 2000 and has since then been catering to investor needs by periodically improving its fund stature, holdings and policies.

    Address
    OneIndiaBulls Centre, 841 Jupiter Mills Compound, Senapati Bapat Marg, Elphinstone Road (West), Mumbai 400013
    Phone
    022-66289999
    Launch Date
    12 Mar 2000
    IDFC Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    NAV (17 May 2019)   32.73
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
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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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