IDFC Bond Fund Income Plan Regular Growth+0.46%

4
12.57%
1 Year Return
Debt
Long Duration
4.0star
6M
1Y
3Y
5Y
All

Fund Details

IDFC Bond Fund Income Plan Regular Growth

RiskModerate
Min SIP Amount₹1000
Expense Ratio1.92%
NAV52.57 (07 Jul 2020)
Fund Started14 Jul 2000
Fund Size675 Cr

Returns

1Y
3Y*
5Y*
Since inception*
IDFC Bond Fund Income Plan Regular Growth
12.6%
8.3%
9.1%
8.7%
Category Average
9.9%
5.9%
7.5%
-
Rank within category
1
3
2
-
*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 12.6% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 1Y Returns are higher than the benchmark
    3. 3Y Returns are higher than the benchmark
    4. 5Y Returns are higher than the benchmark
    Cons
    1. Risk is higher compared to the benchmark
    2. Higher expense ratio

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec23.4%
    GOISovereignGOI Sec21.7%
    GOISovereignCGL16.2%
    GOISovereignGOI Sec14.9%
    GOISovereignGOI Sec12.4%
    GOISovereignGOI Sec6.8%
    GOISovereignGOI Sec1.4%
    REC Ltd.FinancialZCB0.8%
    GOISovereignGOI Sec0.5%
    GOISovereignGOI Sec0.1%
    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

    IDFC Bond Fund Income Plan Regular Growth Details

    IDFC Bond Fund Income Plan Regular Growth is a Debt Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was made available to investors on 14 Jul 2000. Suyash Choudhary is the Current Fund Manager of IDFC Bond Fund Income Plan Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹675 Cr and the Latest NAV as of 07 Jul 2020 is ₹52.57.

    The IDFC Bond Fund Income Plan Regular Growth is rated Moderate risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days

    Investment Objective

    To seek to generate stable long term returns with a low risk strategy by creating a portfolio that is invested in good quality fixed income and money market 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
    For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days
    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,
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