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 Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| IDFC Tax Advantage (ELSS) Fund | Equity | Moderately High | 16.2% | 3star | ₹2,235 | |
| IDFC Government Securities Fund - Constant Maturity Fund | Debt | Moderate | 13.4% | 4star | ₹321 | |
| IDFC Focused Equity Fund | Equity | Moderately High | 16.3% | 4star | ₹1,412 | |
| IDFC Infrastructure Fund | Equity | High | 6.1% | 2star | ₹471 | |
| IDFC Sterling Value Fund | Equity | Moderately High | 13.7% | 2star | ₹2,626 | |
| IDFC Nifty Fund | Others | Moderately High | 11.6% | 4star | ₹227 | |
| IDFC Government Securities Fund Investment Plan | Debt | Moderate | 14.4% | 5star | ₹2,105 | |
| IDFC Core Equity Fund | Equity | Moderately High | 12.2% | 3star | ₹2,046 | |
| IDFC Multi Cap Fund | Equity | Moderately High | 7.8% | 2star | ₹4,765 | |
| IDFC Bond Fund - Medium Term Fund | Debt | Moderate | 10.9% | 4star | ₹3,916 | |
| IDFC Cash Fund | Debt | Low | 4.2% | 2star | ₹10,190 | |
| IDFC Banking & PSU Fund | Debt | Moderate | 11.0% | 4star | ₹19,780 | |
| IDFC Low Duration Fund | Debt | Moderately Low | 7.2% | 3star | ₹7,175 | |
| IDFC Arbitrage Fund | Hybrid | Moderately Low | 4.5% | 3star | ₹7,098 | |
| IDFC Dynamic Bond Fund | Debt | Moderate | 13.6% | 4star | ₹2,810 | |
| 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 5.01% annualized returns in the last three years. In the last year, its returns were 16.16%. 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 16.16% 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 | ₹2,235Cr |
| 1Y Returns | 16.2% |
IDFC Government Securities Fund Constant Maturity Direct Growth
Fund Performance: This fund has given 12.87% annualized returns in the last three years. In the last year, its returns were 13.42%. 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 13.42% 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 | ₹321Cr |
| 1Y Returns | 13.4% |
IDFC Focused Equity Fund Direct Growth
Fund Performance: This fund has given 4.93% annualized returns in the last three years. In the last year, its returns were 16.32%. 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 16.32% 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 ₹100.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹1,412Cr |
| 1Y Returns | 16.3% |
IDFC Infrastructure Direct Plan Growth
Fund Performance: This fund has given -7.33% annualized returns in the last three years. In the last year, its returns were 6.11%. 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 6.11% 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 | ₹471Cr |
| 1Y Returns | 6.1% |
IDFC Sterling Value Fund Direct Plan Growth
Fund Performance: This fund has given -0.21% annualized returns in the last three years. In the last year, its returns were 13.7%. 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 13.7% 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 | ₹2,626Cr |
| 1Y Returns | 13.7% |
IDFC Nifty Direct Plan Growth
Fund Performance: This fund has given 10.71% annualized returns in the last three years. In the last year, its returns were 11.61%. 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 11.61% 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 ₹100.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹227Cr |
| 1Y Returns | 11.6% |
IDFC Government Securities Investment Plan Direct Growth
Fund Performance: This fund has given 11.58% annualized returns in the last three years. In the last year, its returns were 14.4%. 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 14.4% 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 | ₹2,105Cr |
| 1Y Returns | 14.4% |
IDFC Core Equity Fund Direct Growth
Fund Performance: This fund has given 5.57% annualized returns in the last three years. In the last year, its returns were 12.21%. 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 12.21% 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 | ₹2,046Cr |
| 1Y Returns | 12.2% |
IDFC Multi Cap Fund Direct Growth
Fund Performance: This fund has given 3.69% annualized returns in the last three years. In the last year, its returns were 7.75%. 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 7.75% 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 |
|---|---|
| AUM | ₹4,765Cr |
| 1Y Returns | 7.8% |
IDFC Bond Fund Medium Term Plan Direct Growth
Fund Performance: This fund has given 9.17% annualized returns in the last three years. In the last year, its returns were 10.88%. 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 10.88% 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 | ₹3,916Cr |
| 1Y Returns | 10.9% |
IDFC Cash Direct Plan Growth
Fund Performance: This fund has given 6.04% annualized returns in the last three years. In the last year, its returns were 4.24%. 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 4.24% 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 | ₹10,190Cr |
| 1Y Returns | 4.2% |
IDFC Banking & PSU Debt Fund Direct Growth
Fund Performance: This fund has given 10.03% annualized returns in the last three years. In the last year, its returns were 10.96%. 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 10.96% 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 | ₹19,780Cr |
| 1Y Returns | 11.0% |
IDFC Low Duration Fund Direct Growth
Fund Performance: This fund has given 7.72% annualized returns in the last three years. In the last year, its returns were 7.19%. 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 7.19% 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 | ₹7,175Cr |
| 1Y Returns | 7.2% |
IDFC Arbitrage Fund Direct Growth
Fund Performance: This fund has given 6.13% annualized returns in the last three years. In the last year, its returns were 4.5%. 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 4.5% 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 | ₹7,098Cr |
| 1Y Returns | 4.5% |
IDFC Dynamic Bond Fund Direct Growth
Fund Performance: This fund has given 10.47% annualized returns in the last three years. In the last year, its returns were 13.55%. 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 13.55% 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 | ₹2,810Cr |
| 1Y Returns | 13.6% |
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