Fund Details
IDFC Bond Fund Short Term Plan Direct Growth
| Risk | Low to Moderate |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 0.30% |
| NAV | ₹46.95 (16 Apr 2021) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹12,981 Cr |
Returns
Comparison
1. Lower expense ratio - 0.3%
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
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | NCD | 7.1% |
| GOI | Sovereign | CGL | 3.6% |
| Housing Development Finance Corpn. Ltd. | Financial | NCD | 3.4% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 3.2% |
| Power Finance Corpn. Ltd. | Financial | NCD | 3.0% |
| Indian Railway Finance Corpn. Ltd. | Financial | Debenture | 2.9% |
| LIC Housing Finance Ltd. | Financial | NCD | 2.6% |
| GOI | Sovereign | GOI Sec | 2.6% |
| LIC Housing Finance Ltd. | Financial | Bonds/NCD | 2.5% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 2.4% |
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 ₹12,981 Cr and the Latest NAV as of 16 Apr 2021 is ₹46.95.
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.
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.
