Name: IDFC Bond Fund Short Term Plan Direct Growth
Brand: IDFC Mutual Fund

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IDFC Bond Fund Short Term Plan Direct Growth
Debt
Short Duration
Low to Moderate Risk
8.65%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 20 Oct 2021₹48.17
Min. SIP amount₹1,000
Rating4star
Fund size₹12,708.19 Cr
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 Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns4.2%8.7%7.7%8.4%
Category average4.3%6.4%6.4%NA
Rank with in category21810NA
Understand termsinfo
Holdings (52)NameSectorInstrumentAssets
GOI
SovereignGOI Sec34.8%
Reliance Industries Ltd.
EnergyNCD7.2%
National Bank For Agriculture & Rural Development
FinancialDebenture3.7%
Housing Development Finance Corpn. Ltd.
FinancialNCD3.6%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture2.4%
Housing Development Finance Corpn. Ltd.
FinancialNCD2.3%
National Bank For Agriculture & Rural Development
FinancialDebenture2.1%
NTPC Ltd.
EnergyNCD1.8%
LIC Housing Finance Ltd.
FinancialDebenture1.8%
LIC Housing Finance Ltd.
FinancialBonds/NCD1.7%
See All
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 consinfo
Category: Debt Short Duration
thumb_up_altPros
3Y and 5Y annualised returns higher than category average
Higher alpha: 5.86
The fund has generated returns higher than benchmark - Nifty AAA Short Duration Bond - in the last 3Y 
Exit load is zero
Lower expense ratio: 0.29%
Average credit rating of the fund's holdings: AAA
This fund has holdings of the highest quality
thumb_down_altCons
1Y annualised returns lower than category average by 0.06%
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
30 Sep 2021 - Present
0.29%
31 Aug 2021 - 30 Sep 2021
0.29%
31 Jul 2021 - 31 Aug 2021
0.29%
30 Jun 2021 - 31 Jul 2021
0.29%
31 May 2021 - 30 Jun 2021
0.29%
30 Apr 2021 - 31 May 2021
0.29%
31 Mar 2021 - 30 Apr 2021
0.29%
28 Feb 2021 - 31 Mar 2021
0.30%
31 Jan 2021 - 28 Feb 2021
0.30%
31 Dec 2020 - 31 Jan 2021
0.28%
30 Nov 2020 - 31 Dec 2020
0.28%
31 Oct 2020 - 30 Nov 2020
0.28%
30 Sep 2020 - 31 Oct 2020
0.28%
31 Aug 2020 - 30 Sep 2020
0.28%
31 Jul 2020 - 31 Aug 2020
0.28%
30 Jun 2020 - 31 Jul 2020
0.28%
31 May 2020 - 30 Jun 2020
0.28%
30 Apr 2020 - 31 May 2020
0.28%
31 Mar 2020 - 30 Apr 2020
0.29%
29 Feb 2020 - 31 Mar 2020
0.29%
31 Jan 2020 - 29 Feb 2020
0.28%
31 Dec 2019 - 31 Jan 2020
0.28%
30 Nov 2019 - 31 Dec 2019
0.28%
31 Oct 2019 - 30 Nov 2019
0.28%
30 Sep 2019 - 31 Oct 2019
0.28%
31 Aug 2019 - 30 Sep 2019
0.28%
31 Jul 2019 - 31 Aug 2019
0.28%
30 Jun 2019 - 31 Jul 2019
0.28%
31 May 2019 - 30 Jun 2019
0.28%
30 Apr 2019 - 31 May 2019
0.28%
31 Mar 2019 - 30 Apr 2019
0.28%
28 Feb 2019 - 31 Mar 2019
0.27%
31 Jan 2019 - 28 Feb 2019
0.27%
31 Dec 2018 - 31 Jan 2019
0.27%
30 Nov 2018 - 31 Dec 2018
0.27%
31 Oct 2018 - 30 Nov 2018
0.27%
30 Sep 2018 - 31 Oct 2018
0.28%
31 Aug 2018 - 30 Sep 2018
0.28%
31 Jul 2018 - 31 Aug 2018
0.28%
30 Jun 2018 - 31 Jul 2018
0.28%
31 May 2018 - 30 Jun 2018
0.28%
30 Apr 2018 - 31 May 2018
0.28%
31 Mar 2018 - 30 Apr 2018
0.28%
28 Feb 2018 - 31 Mar 2018
0.24%
31 Jan 2018 - 28 Feb 2018
0.24%
31 Dec 2017 - 31 Jan 2018
0.24%
30 Nov 2017 - 31 Dec 2017
0.24%
31 Oct 2017 - 30 Nov 2017
0.26%
Expense ratio, exit load and taxExpense ratio: 0.29%Inclusive of GST
Exit loadNil
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 termsinfo
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
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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.
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IDFC Bond Fund Income Plan Regular IDCW Periodic
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Fund house & investment objective
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IDFC Mutual Fund
Rank (total assets)#9 in India
Total AUM1,20,172.24 Cr
Date of Incorporation13 Mar 2000
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
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 13 Mar 2000. 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 ₹1,20,172 Cr and the Latest NAV as of 20 Oct 2021 is ₹48.17.
The IDFC Bond Fund Short Term Plan Direct Growth is rated Low to Moderate risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000. ...Read more
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 th
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.
...Read more
Fund benchmarkNifty AAA Short Duration Bond
descriptionScheme Information Document(SID)
Fund house contact details
keyboard_arrow_down
Address
OneIndiaBulls Centre, 841 Jupiter Mills Compound, Senapati Bapat Marg, Elphinstone Road (West), Mumbai 400013
Phone
022-66289999
Launch Date
13 Mar 2000
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
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IDFC Bond Fund Short Term Plan Direct Growth
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	1Y	3Y	5Y	All
Fund returns	4.2%	8.7%	7.7%	8.4%
Category average	4.3%	6.4%	6.4%	NA
Rank with in category	21	8	10	NA

Name	Sector	Instrument	Assets
GOI	Sovereign	GOI Sec	34.8%
Reliance Industries Ltd.	Energy	NCD	7.2%
National Bank For Agriculture & Rural Development	Financial	Debenture	3.7%
Housing Development Finance Corpn. Ltd.	Financial	NCD	3.6%
Small Industries Devp. Bank of India Ltd.	Financial	Debenture	2.4%
Housing Development Finance Corpn. Ltd.	Financial	NCD	2.3%
National Bank For Agriculture & Rural Development	Financial	Debenture	2.1%
NTPC Ltd.	Energy	NCD	1.8%
LIC Housing Finance Ltd.	Financial	Debenture	1.8%
LIC Housing Finance Ltd.	Financial	Bonds/NCD	1.7%

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

Rating	4
Fund size	₹12,708.19 Cr