IDFC Bond Fund Short Term Plan Regular Dividend Monthly-0.07%

4Groww
10.06%
1 Year Return
Debt
Short Duration
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

IDFC Bond Fund Short Term Plan Regular Dividend Monthly

RiskModerately Low
Min SIP Amount₹1000
Expense Ratio0.79%
NAV10.17 (06 Dec 2019)
Fund Started13 Dec 2000
Fund Size10,676 Cr

Returns

1Y
3Y*
5Y*
Since inception*
IDFC Bond Fund Short Term Plan Regular Dividend Monthly
10.1%
7.2%
7.8%
7.6%
Category Average
9.6%
NA
NA
-
Rank within category
2
6
9
-
*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
    0
    with 10.1% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyNCD4.9%
    Indian Railway Finance Corpn. Ltd.FinancialDebenture4.5%
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture4.3%
    National Highways Authority of India Ltd.ServicesBonds3.7%
    National Thermal Power Corp. Ltd.EnergyNCD3.6%
    Housing Development Finance Corpn. Ltd.FinancialNCD3.3%
    LIC Housing Finance Ltd.FinancialNCD3.1%
    Axis Bank Ltd.FinancialCD2.7%
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture2.6%
    Indian Railway Finance Corpn. Ltd.FinancialBonds2.5%
    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 Regular Dividend Monthly is a Debt Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was introduced to investors on 13 Dec 2000. Suyash Choudhary is the Current Fund Manager of IDFC Bond Fund Short Term Plan Regular Dividend Monthly.The fund currently has an Asset Under Management(AUM) of ₹10,676 Cr and the Latest NAV as of 06 Dec 2019 is ₹10.17.

    The IDFC Bond Fund Short Term Plan Regular Dividend Monthly 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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