IDFC Bond Fund Income Plan Regular Growth+0.09%

4Groww
12.49%
1 Year Return
Debt
Long Duration
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

IDFC Bond Fund Income Plan Regular Growth

RiskModerate
Min SIP Amount₹1000
Expense Ratio1.88%
NAV48.01 (22 Nov 2019)
Fund Started14 Jul 2000
Fund Size680 Cr

Returns

1Y
3Y*
5Y*
Since inception*
IDFC Bond Fund Income Plan Regular Growth
12.5%
5.9%
8.3%
8.4%
Category Average
9.7%
5.7%
7.8%
-
Rank within category
2
2
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 12.5% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec39.4%
    GOISovereignCGL36.0%
    GOISovereignGOI Sec21.3%
    REC Ltd.FinancialZCB0.8%
    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

    Other Details

    IDFC Bond Fund Income Plan Regular Growth is a Debt Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was introduced to investors on 14 Jul 2000. Suyash Choudhary is the Current Fund Manager of IDFC Bond Fund Income Plan Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹680 Cr and the Latest NAV as of 22 Nov 2019 is ₹48.01.

    The IDFC Bond Fund Income Plan Regular Growth is rated Moderate risk. Minimum SIP Investment is 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

    Compare Funds

    IDFC Bond Fund Income Plan Regular Growth
    VS
    search

    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
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
    Similar Funds
    Data not available
    ⓒ 2019 Billionbrains Garage Ventures Pvt Ltd