IDFC Bond Fund Short Term Plan Regular Dividend Fortnightly-0.02%

4Groww
4.24%
1 Year Return
Debt
Short Duration
4.0 star
6M
1Y
3Y
5Y

Fund Details

IDFC Bond Fund Short Term Plan Regular Dividend Fortnightly

RiskModerately Low
Min SIP Amount₹1000
Expense Ratio0.79%
NAV10.4 (23 Aug 2019)
Fund Started08 Aug 2006
Fund Size8,258 Cr

Returns

1Y
3Y*
5Y*
Since inception*
IDFC Bond Fund Short Term Plan Regular Dividend Fortnightly
4.2%
7.1%
7.7%
NA
Category Average
9.0%
NA
NA
-
Rank within category
NA
NA
NA
-
*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 4.2% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Exit load is zero
    Cons
    1. Risk is higher compared to the benchmark
    2. 1Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignCGL7.4%
    GOISovereignCGL6.5%
    Power Finance Corpn. Ltd.FinancialBonds/Deb5.3%
    Housing Development Finance Corpn. Ltd.FinancialDebenture4.0%
    LIC Housing Finance Ltd.FinancialDebenture3.7%
    Indusind Bank Ltd.FinancialCD3.5%
    REC Ltd.FinancialCP3.5%
    Housing Development Finance Corpn. Ltd.FinancialDebenture2.9%
    Housing Development Finance Corpn. Ltd.FinancialBonds/Deb2.9%
    LIC Housing Finance Ltd.FinancialDebenture2.9%
    See All

    Fund Managers

    Other Details

    IDFC Bond Fund Short Term Plan Regular Dividend Fortnightly is a Debt Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was introduced to investors on 08 Aug 2006. Suyash Choudhary is the Current Fund Manager of IDFC Bond Fund Short Term Plan Regular Dividend Fortnightly.The fund currently has an Asset Under Management(AUM) of ₹8,258 Cr and the Latest NAV as of 23 Aug 2019 is ₹10.4.

    The IDFC Bond Fund Short Term Plan Regular Dividend Fortnightly 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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    IDFC Bond Fund Short Term Plan Regular Dividend Fortnightly
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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
    NA
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Invest Now
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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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