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-2.7%2star2,211
IDFC Government Securities Fund - Constant Maturity FundDebtModerate12.8%4star302
IDFC Focused Equity FundEquityModerately High6.3%3star1,400
IDFC Infrastructure FundEquityHigh-19.2%2star505
IDFC Sterling Value FundEquityModerately High-7.7%2star2,632
IDFC Nifty FundOthersModerately High-2.8%3star233
IDFC Government Securities Fund Investment PlanDebtModerate13.7%5star1,631
IDFC Core Equity FundEquityModerately High-3.8%3star2,164
IDFC Multi Cap FundEquityModerately High-9.0%2star4,847
IDFC Bond Fund - Medium Term FundDebtModerate10.5%4star3,647
IDFC Cash FundDebtLow4.7%2star11,765
IDFC Banking & PSU FundDebtModerate11.5%4star17,691
IDFC Low Duration FundDebtModerately Low7.8%4star6,140
IDFC Arbitrage FundHybridModerately Low4.8%3star7,341
IDFC Dynamic Bond FundDebtModerate12.6%4star2,647
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 0.93% annualized returns in the last three years. In the last year, its returns were -2.68%. 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 -2.68% 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
AUM2,211Cr
1Y Returns-2.7%

IDFC Government Securities Fund Constant Maturity Direct Growth

Fund Performance: This fund has given 12.04% annualized returns in the last three years. In the last year, its returns were 12.76%. 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 12.76% 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
AUM302Cr
1Y Returns12.8%

IDFC Focused Equity Fund Direct Growth

Fund Performance: This fund has given 2.81% annualized returns in the last three years. In the last year, its returns were 6.35%. 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 6.35% 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
AUM1,400Cr
1Y Returns6.3%

IDFC Infrastructure Direct Plan Growth

Fund Performance: This fund has given -10.7% annualized returns in the last three years. In the last year, its returns were -19.24%. 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 -19.24% 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
AUM505Cr
1Y Returns-19.2%

IDFC Sterling Value Fund Direct Plan Growth

Fund Performance: This fund has given -4.92% annualized returns in the last three years. In the last year, its returns were -7.72%. 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 -7.72% 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
AUM2,632Cr
1Y Returns-7.7%

IDFC Nifty Direct Plan Growth

Fund Performance: This fund has given 4.97% annualized returns in the last three years. In the last year, its returns were -2.75%. 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 -2.75% 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
AUM233Cr
1Y Returns-2.8%

IDFC Government Securities Investment Plan Direct Growth

Fund Performance: This fund has given 10.22% annualized returns in the last three years. In the last year, its returns were 13.65%. 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 13.65% 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
AUM1,631Cr
1Y Returns13.7%

IDFC Core Equity Fund Direct Growth

Fund Performance: This fund has given 1.3% annualized returns in the last three years. In the last year, its returns were -3.78%. 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 -3.78% 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 ₹100.

Min Investment Amt₹5,000
AUM2,164Cr
1Y Returns-3.8%

IDFC Multi Cap Fund Direct Growth

Fund Performance: This fund has given -1.05% annualized returns in the last three years. In the last year, its returns were -9.02%. 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 -9.02% 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
AUM4,847Cr
1Y Returns-9.0%

IDFC Bond Fund Medium Term Plan Direct Growth

Fund Performance: This fund has given 8.53% annualized returns in the last three years. In the last year, its returns were 10.46%. 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 10.46% 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
AUM3,647Cr
1Y Returns10.5%

IDFC Cash Direct Plan Growth

Fund Performance: This fund has given 6.26% annualized returns in the last three years. In the last year, its returns were 4.68%. 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 4.68% 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
AUM11,765Cr
1Y Returns4.7%

IDFC Banking & PSU Debt Fund Direct Growth

Fund Performance: This fund has given 9.61% annualized returns in the last three years. In the last year, its returns were 11.5%. 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 11.5% 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
AUM17,691Cr
1Y Returns11.5%

IDFC Low Duration Fund Direct Growth

Fund Performance: This fund has given 7.74% annualized returns in the last three years. In the last year, its returns were 7.78%. 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 7.78% 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
AUM6,140Cr
1Y Returns7.8%

IDFC Arbitrage Fund Direct Growth

Fund Performance: This fund has given 6.32% annualized returns in the last three years. In the last year, its returns were 4.85%. 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 4.85% 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
AUM7,341Cr
1Y Returns4.8%

IDFC Dynamic Bond Fund Direct Growth

Fund Performance: This fund has given 9.3% annualized returns in the last three years. In the last year, its returns were 12.63%. 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 12.63% 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
AUM2,647Cr
1Y Returns12.6%

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