IDFC Bond Fund Short Term Plan Direct Dividend Periodic+0.06%

3Groww
11.24%
1 Year Return
Debt
Short Duration
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

IDFC Bond Fund Short Term Plan Direct Dividend Periodic

RiskModerately Low
Min SIP Amount₹1000
Expense Ratio0.28%
NAV15.07 (18 Oct 2019)
Fund Started15 Sep 2014
Fund Size10,052 Cr

Returns

1Y
3Y*
5Y*
Since inception*
IDFC Bond Fund Short Term Plan Direct Dividend Periodic
11.2%
7.9%
8.5%
8.8%
Category Average
9.6%
NA
NA
-
Rank within category
2
8
12
-
*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 11.2% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio
    2. 1Y Returns are higher than the benchmark
    3. 3Y Returns are higher than the benchmark
    4. 5Y Returns are higher than the benchmark
    5. Exit load is zero
    Cons
    1. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Power Finance Corpn. Ltd.FinancialBonds1.4%
    Power Grid Corporation of India Ltd.EnergyBonds1.1%
    Housing Development Finance Corpn. Ltd.FinancialDebenture1.1%
    LIC Housing Finance Ltd.FinancialDebenture1.1%
    Power Grid Corporation of India Ltd.EnergyBonds0.3%
    Power Grid Corporation of India Ltd.EnergyBonds0.3%
    Power Grid Corporation of India Ltd.EnergyBonds0.3%
    Power Grid Corporation of India Ltd.EnergyBonds0.3%
    Power Grid Corporation of India Ltd.EnergyBonds0.3%
    Power Grid Corporation of India Ltd.EnergyDebenture0.3%
    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

    Other Details

    IDFC Bond Fund Short Term Plan Direct Dividend Periodic is a Debt Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was introduced to investors on 15 Sep 2014. Suyash Choudhary is the Current Fund Manager of IDFC Bond Fund Short Term Plan Direct Dividend Periodic.The fund currently has an Asset Under Management(AUM) of ₹10,052 Cr and the Latest NAV as of 18 Oct 2019 is ₹15.07.

    The IDFC Bond Fund Short Term Plan Direct Dividend Periodic is rated Moderately Low risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. Nil.

    Investment Objective

    Seeks capital appreciation through investment in short term 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)

    ₹5000
    Min for First Investment
    ₹1000
    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
    12 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,
    Invest Now
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    + ₹1,000
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