Fund Details
IDFC Bond Fund Short Term Plan Regular Growth
| Risk | Low to Moderate |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 0.78% |
| NAV | ₹44.78 (19 Apr 2021) |
|---|---|
| Fund Started | 14 Dec 2000 |
| Fund Size | ₹12,981 Cr |
Returns
Comparison
1. Age is more than 10 years
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
5. 10Y Returns are higher than the category average returns
6. Exit load is zero
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | NCD | 7.1% |
| GOI | Sovereign | CGL | 3.6% |
| Housing Development Finance Corpn. Ltd. | Financial | NCD | 3.4% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 3.2% |
| Power Finance Corpn. Ltd. | Financial | NCD | 3.0% |
| Indian Railway Finance Corpn. Ltd. | Financial | Debenture | 2.9% |
| LIC Housing Finance Ltd. | Financial | NCD | 2.6% |
| GOI | Sovereign | GOI Sec | 2.6% |
| LIC Housing Finance Ltd. | Financial | Bonds/NCD | 2.5% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 2.4% |
Fund Managers
IDFC Bond Fund Short Term Plan Regular Growth Details
IDFC Bond Fund Short Term Plan Regular Growth is a Debt Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was made available to investors on 14 Dec 2000. Suyash Choudhary is the Current Fund Manager of IDFC Bond Fund Short Term Plan Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹12,981 Cr and the Latest NAV as of 19 Apr 2021 is ₹44.78.
The IDFC Bond Fund Short Term Plan Regular Growth is rated Low to 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 short term such that the Macaulay duration of the portfolio is between 1 year and 3 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.
