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) FundEquityModerately High-32.7%3star2,067
IDFC Government Securities Fund - Constant Maturity FundDebtModerate16.3%4star159
IDFC Focused Equity FundEquityModerately High-17.7%3star1,437
IDFC Infrastructure FundEquityHigh-38.1%3star649
IDFC Sterling Value FundEquityModerately High-41.1%3star2,984
IDFC Nifty FundOthersModerately High-22.7%3star183
IDFC Government Securities Fund Investment PlanDebtModerate15.6%5star480
IDFC Core Equity FundEquityModerately High-28.0%3star2,585
IDFC Multi Cap FundEquityModerately High-22.2%2star5,476
IDFC Bond Fund - Medium Term FundDebtModerate10.4%5star3,066
IDFC Cash FundDebtLow6.0%2star9,121
IDFC Banking & PSU FundDebtModerately Low10.8%4star14,069
IDFC Low Duration FundDebtModerately Low8.2%4star6,222
IDFC Arbitrage FundHybridModerately Low6.7%5star12,007
IDFC Dynamic Bond FundDebtModerate13.8%4star2,078
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 -4.82% annualized returns in the last three years. In the last year, its returns were -32.66%. 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 -32.66% 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
AUM2,067Cr
1Y Returns-32.7%

IDFC Government Securities Fund Constant Maturity Direct Growth

Fund Performance: This fund has given 11.79% annualized returns in the last three years. In the last year, its returns were 16.32%. 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 16.32% 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
AUM159Cr
1Y Returns16.3%

IDFC Focused Equity Fund Direct Growth

Fund Performance: This fund has given 1.36% annualized returns in the last three years. In the last year, its returns were -17.71%. 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 -17.71% 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
AUM1,437Cr
1Y Returns-17.7%

IDFC Infrastructure Direct Plan Growth

Fund Performance: This fund has given -12.96% annualized returns in the last three years. In the last year, its returns were -38.15%. 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 -38.15% 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
AUM649Cr
1Y Returns-38.1%

IDFC Sterling Value Fund Direct Plan Growth

Fund Performance: This fund has given -10.46% annualized returns in the last three years. In the last year, its returns were -41.15%. 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 -41.15% 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
AUM2,984Cr
1Y Returns-41.1%

IDFC Nifty 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 -22.67%. 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 -22.67% 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
AUM183Cr
1Y Returns-22.7%

IDFC Government Securities Investment Plan Direct Growth

Fund Performance: This fund has given 9.27% annualized returns in the last three years. In the last year, its returns were 15.61%. 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 15.61% 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
AUM480Cr
1Y Returns15.6%

IDFC Core Equity Fund Direct Growth

Fund Performance: This fund has given -4.48% annualized returns in the last three years. In the last year, its returns were -27.97%. 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 -27.97% 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
AUM2,585Cr
1Y Returns-28.0%

IDFC Multi Cap Fund Direct Growth

Fund Performance: This fund has given -3.12% annualized returns in the last three years. In the last year, its returns were -22.22%. 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 -22.22% 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
AUM5,476Cr
1Y Returns-22.2%

IDFC Bond Fund Medium Term Plan Direct Growth

Fund Performance: This fund has given 7.94% annualized returns in the last three years. In the last year, its returns were 10.36%. 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 10.36% 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
AUM3,066Cr
1Y Returns10.4%

IDFC Cash Direct Plan Growth

Fund Performance: This fund has given 6.71% annualized returns in the last three years. In the last year, its returns were 6%. 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% 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
AUM9,121Cr
1Y Returns6.0%

IDFC Banking & PSU Debt Fund Direct Growth

Fund Performance: This fund has given 8.63% annualized returns in the last three years. In the last year, its returns were 10.84%. 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 10.84% 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
AUM14,069Cr
1Y Returns10.8%

IDFC Low Duration Fund Direct Growth

Fund Performance: This fund has given 7.66% annualized returns in the last three years. In the last year, its returns were 8.17%. 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 8.17% 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
AUM6,222Cr
1Y Returns8.2%

IDFC Arbitrage Fund Direct Growth

Fund Performance: This fund has given 6.68% annualized returns in the last three years. In the last year, its returns were 6.66%. 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 6.66% 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
AUM12,007Cr
1Y Returns6.7%

IDFC Dynamic Bond Fund Direct Growth

Fund Performance: This fund has given 8.47% annualized returns in the last three years. In the last year, its returns were 13.79%. 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 13.79% 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
AUM2,078Cr
1Y Returns13.8%

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