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Best IDFC Hybrid Mutual Funds

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.

If we allocate 65 to 80 percent of a fund to equity and assign remaining to debt and similar instruments, then what we get in return is a Hybrid-Equity fund. These funds allow you to enjoy good returns and low-risk rates courtesy their significant allocation in debt funds. Market gurus believe that it is better to invest in these than to go for an equity-debt portfolio as there is no tax imposed on the debt funds in the mix. It has returns that are taxed at 15% if sold before one year, post this period a 10% tax is applicable on the gains.

Purpose: Invest in these funds instead of buying a different kind of equity-debt funds with 60-40 allocations. These funds are best to moderate your risk with a fair return in the high-risk portfolio.

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Top 10 Idfc Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
IDFC Tax Advantage (ELSS) FundEquityVery High30.9%3star2,678
IDFC Government Securities Fund - Constant Maturity FundDebtModerate7.6%4star362
IDFC Focused Equity FundEquityVery High16.1%3star1,387
IDFC Infrastructure FundEquityVery High28.2%2star507
IDFC Sterling Value FundEquityVery High27.5%2star2,863
IDFC Nifty FundOthersVery High23.3%4star260
IDFC Government Securities Fund Investment PlanDebtModerate8.8%5star2,370
IDFC Core Equity FundEquityVery High18.1%3star2,094
IDFC Multi Cap FundEquityVery High9.3%2star5,083
IDFC Bond Fund - Medium Term FundDebtModerate7.5%4star4,908
IDFC Cash FundDebtLow to Moderate3.8%2star8,857
IDFC Banking & PSU FundDebtLow to Moderate8.4%5star17,774
IDFC Low Duration FundDebtLow to Moderate6.1%3star6,525
IDFC Arbitrage FundHybridLow4.1%3star6,877
IDFC Dynamic Bond FundDebtModerate8.3%4star3,205
View All Top 10 Idfc Mutual Funds

Let's have a closer look

Now let us jump and check about these top 10 mutual fund schemes.

IDFC Tax Advantage (ELSS) Direct Plan Growth

Fund Performance: This fund has given 9.78% annualized returns in the last three years. In the last year, its returns were 30.91%. 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 30.91% 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
AUM2,678Cr
1Y Returns30.9%

IDFC Government Securities Fund Constant Maturity Direct Growth

Fund Performance: This fund has given 12.07% annualized returns in the last three years. In the last year, its returns were 7.56%. 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 7.56% 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
AUM362Cr
1Y Returns7.6%

IDFC Focused Equity Fund Direct Growth

Fund Performance: This fund has given 8.02% annualized returns in the last three years. In the last year, its returns were 16.09%. 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 16.09% 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
AUM1,387Cr
1Y Returns16.1%

IDFC Infrastructure Direct Plan Growth

Fund Performance: This fund has given 0.04% annualized returns in the last three years. In the last year, its returns were 28.19%. 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 28.19% 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
AUM507Cr
1Y Returns28.2%

IDFC Sterling Value Fund Direct Plan Growth

Fund Performance: This fund has given 5.36% annualized returns in the last three years. In the last year, its returns were 27.52%. 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 27.52% 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
AUM2,863Cr
1Y Returns27.5%

IDFC Nifty Direct Plan Growth

Fund Performance: This fund has given 13.2% annualized returns in the last three years. In the last year, its returns were 23.25%. 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 23.25% 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
AUM260Cr
1Y Returns23.3%

IDFC Government Securities Investment Plan Direct Growth

Fund Performance: This fund has given 11.82% annualized returns in the last three years. In the last year, its returns were 8.78%. 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 8.78% 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
AUM2,370Cr
1Y Returns8.8%

IDFC Core Equity Fund Direct Growth

Fund Performance: This fund has given 8.77% annualized returns in the last three years. In the last year, its returns were 18.07%. 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 18.07% 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
AUM2,094Cr
1Y Returns18.1%

IDFC Flexi Cap Fund Direct Growth

Fund Performance: This fund has given 6.14% annualized returns in the last three years. In the last year, its returns were 9.29%. 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 9.29% 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 ₹100.

Min Investment Amt₹10,000
AUM5,083Cr
1Y Returns9.3%

IDFC Bond Fund Medium Term Plan Direct Growth

Fund Performance: This fund has given 8.81% annualized returns in the last three years. In the last year, its returns were 7.46%. 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 7.46% 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
AUM4,908Cr
1Y Returns7.5%

IDFC Cash Direct Plan Growth

Fund Performance: This fund has given 5.77% annualized returns in the last three years. In the last year, its returns were 3.78%. 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 3.78% 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
AUM8,857Cr
1Y Returns3.8%

IDFC Banking & PSU Debt Fund Direct Growth

Fund Performance: This fund has given 9.75% annualized returns in the last three years. In the last year, its returns were 8.36%. 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 8.36% 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
AUM17,774Cr
1Y Returns8.4%

IDFC Low Duration Fund Direct Growth

Fund Performance: This fund has given 7.49% annualized returns in the last three years. In the last year, its returns were 6.11%. 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 6.11% 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
AUM6,525Cr
1Y Returns6.1%

IDFC Arbitrage Fund Direct Growth

Fund Performance: This fund has given 5.95% annualized returns in the last three years. In the last year, its returns were 4.1%. 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 4.1% 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
AUM6,877Cr
1Y Returns4.1%

IDFC Dynamic Bond Fund Direct Growth

Fund Performance: This fund has given 10.41% annualized returns in the last three years. In the last year, its returns were 8.3%. 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 8.3% 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
AUM3,205Cr
1Y Returns8.3%

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