IDFC Bond Fund Medium Term Plan Regular Growth0.00%

4
9.76%
1 Year Return
Debt
Medium Duration
4.0star
6M
1Y
3Y
5Y
All

Fund Details

IDFC Bond Fund Medium Term Plan Regular Growth

RiskModerate
Min SIP Amount₹1000
Expense Ratio1.43%
NAV35.90 (25 Sep 2020)
Fund Started08 Jul 2003
Fund Size3,647 Cr

Returns

1Y
3Y*
5Y*
Since inception*
IDFC Bond Fund Medium Term Plan Regular Growth
9.8%
7.8%
8.1%
7.7%
Category Average
4.8%
5.4%
6.7%
-
Rank within category
5
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 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. 3Y Returns are higher than the benchmark
    4. 5Y Returns are higher than the benchmark
    5. Exit load is zero
    Cons
    1. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec24.1%
    GOISovereignCGL17.2%
    GOISovereignGOI Sec13.7%
    GOISovereignGOI Sec6.7%
    Reliance Industries Ltd.EnergyNCD5.7%
    GOISovereignGOI Sec4.3%
    Power Finance Corpn. Ltd.FinancialNCD4.3%
    LIC Housing Finance Ltd.FinancialNCD4.2%
    Power Finance Corpn. Ltd.FinancialDebenture4.0%
    Reliance Industries Ltd.EnergyDebenture2.0%
    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 Medium Term Plan Regular Growth Details

    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.

    Investment Objective

    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.

    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
    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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