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 | Very High | 30.9% | 3star | ₹2,678 | |
| IDFC Government Securities Fund - Constant Maturity Fund | Debt | Moderate | 7.6% | 4star | ₹362 | |
| IDFC Focused Equity Fund | Equity | Very High | 16.1% | 3star | ₹1,387 | |
| IDFC Infrastructure Fund | Equity | Very High | 28.2% | 2star | ₹507 | |
| IDFC Sterling Value Fund | Equity | Very High | 27.5% | 2star | ₹2,863 | |
| IDFC Nifty Fund | Others | Very High | 23.3% | 4star | ₹260 | |
| IDFC Government Securities Fund Investment Plan | Debt | Moderate | 8.8% | 5star | ₹2,370 | |
| IDFC Core Equity Fund | Equity | Very High | 18.1% | 3star | ₹2,094 | |
| IDFC Multi Cap Fund | Equity | Very High | 9.3% | 2star | ₹5,083 | |
| IDFC Bond Fund - Medium Term Fund | Debt | Moderate | 7.5% | 4star | ₹4,908 | |
| IDFC Cash Fund | Debt | Low to Moderate | 3.8% | 2star | ₹8,857 | |
| IDFC Banking & PSU Fund | Debt | Low to Moderate | 8.4% | 5star | ₹17,774 | |
| IDFC Low Duration Fund | Debt | Low to Moderate | 6.1% | 3star | ₹6,525 | |
| IDFC Arbitrage Fund | Hybrid | Low | 4.1% | 3star | ₹6,877 | |
| IDFC Dynamic Bond Fund | Debt | Moderate | 8.3% | 4star | ₹3,205 | |
| 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 |
|---|---|
| AUM | ₹2,678Cr |
| 1Y Returns | 30.9% |
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 |
|---|---|
| AUM | ₹362Cr |
| 1Y Returns | 7.6% |
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 |
|---|---|
| AUM | ₹1,387Cr |
| 1Y Returns | 16.1% |
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 |
|---|---|
| AUM | ₹507Cr |
| 1Y Returns | 28.2% |
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 |
|---|---|
| AUM | ₹2,863Cr |
| 1Y Returns | 27.5% |
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 |
|---|---|
| AUM | ₹260Cr |
| 1Y Returns | 23.3% |
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 |
|---|---|
| AUM | ₹2,370Cr |
| 1Y Returns | 8.8% |
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 |
|---|---|
| AUM | ₹2,094Cr |
| 1Y Returns | 18.1% |
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 |
|---|---|
| AUM | ₹5,083Cr |
| 1Y Returns | 9.3% |
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 |
|---|---|
| AUM | ₹4,908Cr |
| 1Y Returns | 7.5% |
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 |
|---|---|
| AUM | ₹8,857Cr |
| 1Y Returns | 3.8% |
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 |
|---|---|
| AUM | ₹17,774Cr |
| 1Y Returns | 8.4% |
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 |
|---|---|
| AUM | ₹6,525Cr |
| 1Y Returns | 6.1% |
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 |
|---|---|
| AUM | ₹6,877Cr |
| 1Y Returns | 4.1% |
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 |
|---|---|
| AUM | ₹3,205Cr |
| 1Y Returns | 8.3% |
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