IDFC Mutual Fund works under the name IDFC Asset Management Company. The main objective of this mutual fund company is to grow the AUM of the company by offering adequate products for retail, as well as industrial customers.
IDFC is a relatively new fund house, but nevertheless, has won many accolades for its performance, from various agencies.
IDFC mutual fund offers a bunch of mutual fund schemes that have performed relatively well in the market and therefore, this fund house has carved a niche for itself.
It provides funds ranging from equity to debt to hybrid.
This AMC focuses on infrastructure as its key area and its main businesses in Project Finance, Principal Investments, Financial Markets and Investment Banking, Broking, Advisory Services and Asset Management.
IDFC effectively started off its business in 2000 and has since then been catering to investor needs by periodically improving its fund stature, holdings and policies.
Equity Savings Fund typically invests the total capital in three segments- pure equity, arbitrage and debt funds. Generally, one-third of the total capital in pure equity, one-third in debt funds and the balance in arbitrage funds. However, the composition varies from fund to fund. The equity component can vary from 20-40% approx and depends on the type of mutual fund.
These funds outperform debt funds over taxation and treated as equity funds for taxation. If sold before a year, short term capital gains are taxed at 15% and if sold after a year, no tax is levied on the gains.
Purpose: Invest here for your longer duration to get higher returns than debt funds.
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| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| IDFC Tax Advantage (ELSS) Fund | Equity | Moderately High | 8.3% | 4star | ₹2,119 | |
| IDFC Government Securities Fund - Constant Maturity Fund | Debt | Low | 15.4% | 4star | ₹132 | |
| IDFC Focused Equity Fund | Equity | Moderately High | 12.0% | 3star | ₹1,506 | |
| IDFC Infrastructure Fund | Equity | High | 4.2% | 4star | ₹756 | |
| IDFC Sterling Value Fund | Equity | Moderately High | 3.0% | 3star | ₹3,132 | |
| IDFC Nifty Fund | Others | Moderately High | 12.0% | 3star | ₹191 | |
| IDFC Government Securities Fund Investment Plan | Debt | Moderate | 14.5% | 4star | ₹462 | |
| IDFC Core Equity Fund | Equity | Moderately High | 9.9% | 3star | ₹2,781 | |
| IDFC Multi Cap Fund | Equity | Moderately High | 11.5% | 2star | ₹5,589 | |
| IDFC Bond Fund - Medium Term Fund | Debt | Low | 10.2% | 4star | ₹2,929 | |
| IDFC Cash Fund | Debt | Low | 6.3% | 2star | ₹10,312 | |
| IDFC Banking & PSU Fund | Debt | Moderately Low | 11.8% | 3star | ₹12,627 | |
| IDFC Low Duration Fund | Debt | Moderately Low | 8.5% | 4star | ₹5,323 | |
| IDFC Arbitrage Fund | Hybrid | Moderately Low | 6.8% | 4star | ₹11,944 | |
| IDFC Dynamic Bond Fund | Debt | Moderate | 12.5% | 4star | ₹2,025 | |
| View All Top 10 Idfc Mutual Funds |
Now let us jump and check about these top 10 mutual fund schemes.
Fund Performance: This fund has given 12.84% annualized returns in the last three years. In the last year, its returns were 8.31%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 8.31% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹2,119Cr |
| 1Y Returns | 8.3% |
Fund Performance: This fund has given 10.68% annualized returns in the last three years. In the last year, its returns were 15.43%. It has continually hit its benchmark in the Debt segment.
Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 15.43% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹132Cr |
| 1Y Returns | 15.4% |
Fund Performance: This fund has given 14.9% annualized returns in the last three years. In the last year, its returns were 12.02%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 12.02% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹1,506Cr |
| 1Y Returns | 12.0% |
Fund Performance: This fund has given 4.96% annualized returns in the last three years. In the last year, its returns were 4.22%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 4.22% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹756Cr |
| 1Y Returns | 4.2% |
Fund Performance: This fund has given 10.34% annualized returns in the last three years. In the last year, its returns were 3.01%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 3.01% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹3,132Cr |
| 1Y Returns | 3.0% |
Fund Performance: This fund has given 14.5% annualized returns in the last three years. In the last year, its returns were 12.01%. It has continually hit its benchmark in the Others segment.
Why to invest: It is one of the most remarkable Others mutual funds in India. This fund has constantly outperformed other similar funds, providing 12.01% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹100.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹191Cr |
| 1Y Returns | 12.0% |
Fund Performance: This fund has given 8.35% annualized returns in the last three years. In the last year, its returns were 14.54%. It has continually hit its benchmark in the Debt segment.
Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 14.54% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹462Cr |
| 1Y Returns | 14.5% |
Fund Performance: This fund has given 11.66% annualized returns in the last three years. In the last year, its returns were 9.91%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 9.91% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹2,781Cr |
| 1Y Returns | 9.9% |
Fund Performance: This fund has given 10.57% annualized returns in the last three years. In the last year, its returns were 11.53%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 11.53% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹10,000. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹10,000 |
|---|---|
| AUM | ₹5,589Cr |
| 1Y Returns | 11.5% |
Fund Performance: This fund has given 7.49% annualized returns in the last three years. In the last year, its returns were 10.2%. It has continually hit its benchmark in the Debt segment.
Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 10.2% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹2,929Cr |
| 1Y Returns | 10.2% |
Fund Performance: This fund has given 6.79% annualized returns in the last three years. In the last year, its returns were 6.26%. It has continually hit its benchmark in the Debt segment.
Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 6.26% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹100. Minimum SIP investment amount required for this scheme is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹10,312Cr |
| 1Y Returns | 6.3% |
Fund Performance: This fund has given 8.34% annualized returns in the last three years. In the last year, its returns were 11.78%. It has continually hit its benchmark in the Debt segment.
Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 11.78% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹12,627Cr |
| 1Y Returns | 11.8% |
Fund Performance: This fund has given 7.65% annualized returns in the last three years. In the last year, its returns were 8.47%. It has continually hit its benchmark in the Debt segment.
Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 8.47% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹100. Minimum SIP investment amount required for this scheme is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹5,323Cr |
| 1Y Returns | 8.5% |
Fund Performance: This fund has given 6.75% annualized returns in the last three years. In the last year, its returns were 6.83%. It has continually hit its benchmark in the Hybrid segment.
Why to invest: It is one of the most remarkable Hybrid mutual funds in India. This fund has constantly outperformed other similar funds, providing 6.83% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹100. Minimum SIP investment amount required for this scheme is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹11,944Cr |
| 1Y Returns | 6.8% |
Fund Performance: This fund has given 7.64% annualized returns in the last three years. In the last year, its returns were 12.49%. It has continually hit its benchmark in the Debt segment.
Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 12.49% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹2,025Cr |
| 1Y Returns | 12.5% |
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