Fund Details
IDFC Bond Fund Short Term Plan Direct Growth
| Risk | Moderately Low |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 0.28% |
| NAV | ₹46.62 (15 Jan 2021) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹14,042 Cr |
Returns
Comparison
1. Lower expense ratio - 0.28%
2. Exit load is zero
3. 1Y Returns are higher than the category average returns
4. 3Y Returns are higher than the category average returns
5. 5Y Returns are higher than the category average returns
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | NCD | 6.8% |
| Indian Railway Finance Corpn. Ltd. | Financial | Debenture | 3.6% |
| Housing Development Finance Corpn. Ltd. | Financial | NCD | 3.2% |
| Reliance Industries Ltd. | Energy | Debenture | 3.2% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 3.1% |
| Power Finance Corpn. Ltd. | Financial | NCD | 2.9% |
| Indian Railway Finance Corpn. Ltd. | Financial | Debenture | 2.8% |
| LIC Housing Finance Ltd. | Financial | NCD | 2.5% |
| LIC Housing Finance Ltd. | Financial | Bonds/NCD | 2.4% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 2.3% |
Fund Managers
IDFC Bond Fund Short Term Plan Direct Growth Details
IDFC Bond Fund Short Term Plan Direct Growth 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 Short Term Plan Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹14,042 Cr and the Latest NAV as of 15 Jan 2021 is ₹46.62.
The IDFC Bond Fund Short Term Plan Direct Growth is rated Moderately Low risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000.
Investment Objective
The scheme seeks to invest in a diversified set of debt and money market securities with the aim of generating optimal returns over short term such that the Macaulay duration of the portfolio is between 1 year and 3 years.
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.
