IDFC Bond Fund Short Term Plan Regular Dividend Periodic+0.05%

4Groww
9.78%
1 Year Return
Debt
Short Duration
4.0star
6M
1Y
3Y
5Y
All

Fund Details

IDFC Bond Fund Short Term Plan Regular Dividend Periodic

RiskModerately Low
Min SIP Amount₹1000
Expense Ratio0.79%
NAV15.17 (22 Jan 2020)
Fund Started15 Oct 2014
Fund Size11,757 Cr

Returns

1Y
3Y*
5Y*
Since inception*
IDFC Bond Fund Short Term Plan Regular Dividend Periodic
9.8%
7.3%
7.7%
7.6%
Category Average
9.0%
NA
NA
-
Rank within category
3
4
8
-
*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 9.8% 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.EnergyNCD5.7%
    Indian Railway Finance Corpn. Ltd.FinancialDebenture4.0%
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture4.0%
    Housing Development Finance Corpn. Ltd.FinancialNCD3.4%
    National Highways Authority of India Ltd.ServicesBonds3.3%
    National Thermal Power Corp. Ltd.EnergyNCD3.2%
    Power Finance Corpn. Ltd.FinancialNCD3.2%
    LIC Housing Finance Ltd.FinancialNCD2.8%
    National Highways Authority of India Ltd.ServicesNCD2.6%
    Reliance Industries Ltd.EnergyDebenture2.5%
    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 Periodic is a Debt Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was introduced to investors on 15 Oct 2014. Suyash Choudhary is the Current Fund Manager of IDFC Bond Fund Short Term Plan Regular Dividend Periodic.The fund currently has an Asset Under Management(AUM) of ₹11,757 Cr and the Latest NAV as of 22 Jan 2020 is ₹15.17.

    The IDFC Bond Fund Short Term Plan Regular Dividend Periodic is rated Moderately Low risk. Minimum SIP Investment is 1000. 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)

    Not Supported
    Min for First Investment
    Not Supported
    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
    13 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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