| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 1.43% |
| NAV | ₹35.90 (25 Sep 2020) |
|---|---|
| Fund Started | 08 Jul 2003 |
| Fund Size | ₹3,647 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 24.1% |
| GOI | Sovereign | CGL | 17.2% |
| GOI | Sovereign | GOI Sec | 13.7% |
| GOI | Sovereign | GOI Sec | 6.7% |
| Reliance Industries Ltd. | Energy | NCD | 5.7% |
| GOI | Sovereign | GOI Sec | 4.3% |
| Power Finance Corpn. Ltd. | Financial | NCD | 4.3% |
| LIC Housing Finance Ltd. | Financial | NCD | 4.2% |
| Power Finance Corpn. Ltd. | Financial | Debenture | 4.0% |
| Reliance Industries Ltd. | Energy | Debenture | 2.0% |
IDFC Bond Fund Medium Term Plan Regular Growth is a Debt Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was made available to investors on 08 Jul 2003. Suyash Choudhary is the Current Fund Manager of IDFC Bond Fund Medium Term Plan Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹3,647 Cr and the Latest NAV as of 25 Sep 2020 is ₹35.90.
The IDFC Bond Fund Medium Term Plan Regular Growth is rated Moderate risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000.
The scheme seeks to invest in a diversified set of debt and money market securities with the aim of generating optimal returns over medium term such that the Macaulay duration of the portfolio is between 3 years and 4 years.
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.