Best IDFC Hybrid Mutual Funds
IDFC Mutual Fund is one of the Top 10 AMCs in India. Established in 2000, this fund house has an average AUM of around Rs.122327.59 crore as on June 2021.
This mutual fund company houses more than 50 schemes, including the best IDFC hybrid mutual funds and other instruments.
Hybrid funds invest in both equity and debt instruments that lead to diversification with reduced chances of risk. Diversification occurs due to the investment in different assets or asset classes. Being a blend of both investments, these funds work on creating a balanced portfolio for investors. The funds generate a regular income and leave scope for significant capital appreciation in the long run.
Additionally, the best IDFC hybrid mutual funds 2022 work on three key philosophies: asset allocation, correlation, and diversification. Allocation refers to the spreading of resources among several asset classes. The co-movement of the assets’ returns signifies correlation, whereas the investment across various assets means diversification. Therefore, these funds generate higher returns than regular funds.
According to SEBI guidelines, hybrid mutual funds should invest in debt and equity instruments in a 60:40 ratio, where the dominant asset class depends on the type of scheme. There are many types of hybrid funds one can invest in. They are- multi-asset allocation, balanced, aggressive, dynamic asset allocation, conservative, and equity saving funds. Although hybrid MFs entail an equity component, it’s usually less than pure equity MFs.
However, the specific advantages and disadvantages of the best IDFC hybrid mutual fund vary depending on its type, duration, and investment objective.
This AMC offers around 15 hybrid mutual funds schemes, including some of the top IDFC hybrid mutual funds.
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List of Idfc Mutual Funds in India
| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| IDFC Tax Advantage (ELSS) Fund | Equity | Very High | 8.2% | 4 | ₹3,742 | |
| IDFC Government Securities Fund | Debt | Moderate | -1.3% | 0 | ₹214 | |
| IDFC Focused Equity Fund | Equity | Very High | 1.1% | 3 | ₹1,327 | |
| IDFC Infrastructure Fund | Equity | Very High | 10.0% | 2 | ₹650 | |
| IDFC Sterling Value Fund | Equity | Very High | 13.2% | 3 | ₹4,636 | |
| IDFC Nifty Fund | Other | Very High | 6.5% | 3 | ₹409 | |
| IDFC Government Securities Investment Plan Fund | Debt | Moderate | 1.2% | 4 | ₹1,426 | |
| IDFC Core Equity Fund | Equity | Very High | 4.0% | 2 | ₹2,377 | |
| IDFC Flexi Cap Fund | Equity | Very High | 2.4% | 2 | ₹5,645 | |
| IDFC Bond Fund | Debt | Moderate | 1.2% | 3 | ₹2,463 | |
| IDFC Cash Fund | Debt | Low to Moderate | 3.5% | 2 | ₹11,871 | |
| IDFC Banking & PSU Debt Fund | Debt | Low to Moderate | 2.9% | 5 | ₹17,076 | |
| IDFC Low Duration Fund | Debt | Low to Moderate | 3.1% | 3 | ₹6,251 | |
| IDFC Arbitrage Fund | Hybrid | Low | 4.3% | 3 | ₹4,917 | |
| IDFC Dynamic Bond Fund | Debt | Moderate | 1.2% | 3 | ₹2,623 | |
| View All |
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: The IDFC Tax Advantage (ELSS) Fund has given 16.81% annualized returns in the past three years and 14.1% in the last 5 years. The IDFC Tax Advantage (ELSS) Fund belongs to the Equity category of IDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in IDFC Tax Advantage (ELSS) Fund via lump sum is ₹500 and via SIP is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹3,742Cr |
| 1Y Returns | 8.2% |
IDFC Government Securities Fund Constant Maturity Direct Growth
Fund Performance: The IDFC Government Securities Fund has given 7% annualized returns in the past three years and 8.21% in the last 5 years. The IDFC Government Securities Fund belongs to the Debt category of IDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in IDFC Government Securities Fund via lump sum is ₹5,000 and via SIP is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹214Cr |
| 1Y Returns | -1.3% |
IDFC Focused Equity Fund Direct Growth
Fund Performance: The IDFC Focused Equity Fund has given 10% annualized returns in the past three years and 9.57% in the last 5 years. The IDFC Focused Equity Fund belongs to the Equity category of IDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in IDFC Focused Equity Fund via lump sum is ₹5,000 and via SIP is ₹100.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹1,327Cr |
| 1Y Returns | 1.1% |
IDFC Infrastructure Direct Plan Growth
Fund Performance: The IDFC Infrastructure Fund has given 12.37% annualized returns in the past three years and 8.21% in the last 5 years. The IDFC Infrastructure Fund belongs to the Equity category of IDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in IDFC Infrastructure Fund via lump sum is ₹5,000 and via SIP is ₹100.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹650Cr |
| 1Y Returns | 10.0% |
IDFC Sterling Value Fund Direct Plan Growth
Fund Performance: The IDFC Sterling Value Fund has given 17.7% annualized returns in the past three years and 13.18% in the last 5 years. The IDFC Sterling Value Fund belongs to the Equity category of IDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in IDFC Sterling Value Fund via lump sum is ₹5,000 and via SIP is ₹100.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹4,636Cr |
| 1Y Returns | 13.2% |
IDFC Nifty Direct Plan Growth
Fund Performance: The IDFC Nifty Fund has given 11.81% annualized returns in the past three years and 12.22% in the last 5 years. The IDFC Nifty Fund belongs to the Other category of IDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in IDFC Nifty Fund via lump sum is ₹5,000 and via SIP is ₹100.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹409Cr |
| 1Y Returns | 6.5% |
IDFC Government Securities Investment Plan Direct Growth
Fund Performance: The IDFC Government Securities Investment Plan Fund has given 8.13% annualized returns in the past three years and 7.59% in the last 5 years. The IDFC Government Securities Investment Plan Fund belongs to the Debt category of IDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in IDFC Government Securities Investment Plan Fund via lump sum is ₹5,000 and via SIP is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹1,426Cr |
| 1Y Returns | 1.2% |
IDFC Core Equity Fund Direct Growth
Fund Performance: The IDFC Core Equity Fund has given 12.41% annualized returns in the past three years and 10.35% in the last 5 years. The IDFC Core Equity Fund belongs to the Equity category of IDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in IDFC Core Equity Fund via lump sum is ₹5,000 and via SIP is ₹100.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹2,377Cr |
| 1Y Returns | 4.0% |
IDFC Flexi Cap Fund Direct Growth
Fund Performance: The IDFC Flexi Cap Fund has given 9.37% annualized returns in the past three years and 8.01% in the last 5 years. The IDFC Flexi Cap Fund belongs to the Equity category of IDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in IDFC Flexi Cap Fund via lump sum is ₹10,000 and via SIP is ₹100.
| Min Investment Amt | ₹10,000 |
|---|---|
| AUM | ₹5,645Cr |
| 1Y Returns | 2.4% |
IDFC Bond Fund Medium Term Plan Direct Growth
Fund Performance: The IDFC Bond Fund has given 6.42% annualized returns in the past three years and 6.61% in the last 5 years. The IDFC Bond Fund belongs to the Debt category of IDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in IDFC Bond Fund via lump sum is ₹5,000 and via SIP is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹2,463Cr |
| 1Y Returns | 1.2% |
IDFC Cash Direct Plan Growth
Fund Performance: The IDFC Cash Fund has given 4.11% annualized returns in the past three years and 5.31% in the last 5 years. The IDFC Cash Fund belongs to the Debt category of IDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in IDFC Cash Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹11,871Cr |
| 1Y Returns | 3.5% |
IDFC Banking & PSU Debt Fund Direct Growth
Fund Performance: The IDFC Banking & PSU Debt Fund has given 7.41% annualized returns in the past three years and 7.57% in the last 5 years. The IDFC Banking & PSU Debt Fund belongs to the Debt category of IDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in IDFC Banking & PSU Debt Fund via lump sum is ₹5,000 and via SIP is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹17,076Cr |
| 1Y Returns | 2.9% |
IDFC Low Duration Fund Direct Growth
Fund Performance: The IDFC Low Duration Fund has given 5.58% annualized returns in the past three years and 6.35% in the last 5 years. The IDFC Low Duration Fund belongs to the Debt category of IDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in IDFC Low Duration Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹6,251Cr |
| 1Y Returns | 3.1% |
IDFC Arbitrage Fund Direct Growth
Fund Performance: The IDFC Arbitrage Fund has given 4.83% annualized returns in the past three years and 5.64% in the last 5 years. The IDFC Arbitrage Fund belongs to the Hybrid category of IDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in IDFC Arbitrage Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹4,917Cr |
| 1Y Returns | 4.3% |
IDFC Dynamic Bond Fund Direct Growth
Fund Performance: The IDFC Dynamic Bond Fund has given 7.56% annualized returns in the past three years and 7.03% in the last 5 years. The IDFC Dynamic Bond Fund belongs to the Debt category of IDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in IDFC Dynamic Bond Fund via lump sum is ₹5,000 and via SIP is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹2,623Cr |
| 1Y Returns | 1.2% |
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