IDFC Bond Fund Medium Term Plan Direct Growth+0.05%

4Groww
11.43%
1 Year Return
Debt
Medium Duration
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

IDFC Bond Fund Medium Term Plan Direct Growth

RiskLow
Min SIP Amount₹1000
Expense Ratio0.76%
NAV33.71 (08 Jul 2019)
Fund Started31 Dec 2012
Fund Size2,885 Cr

Returns

1Y
3Y*
5Y*
Since inception*
IDFC Bond Fund Medium Term Plan Direct Growth
11.4%
8.1%
8.9%
8.6%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 11.4% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    Cons
    1. Risk is higher compared to the benchmark
    2. 1Y Returns are lower than the benchmark
    3. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    6.98 NABARD Sep 30 2020 Financial ServicesBond10.7%
    8.6 LIC Housing Finance Ltd. Jun 13 2019 Financial ServicesDebentures6.7%
    7.17 GOI Jan 8 2028 SovereignGilt5.8%
    Housing Development Finance Corporation Ltd. (360D)Financial ServicesCP4.6%
    7.62 Bajaj Finance Ltd. Jun 15 2020 Financial ServicesDebentures3.9%
    8.36 Power Finance Corporation Ltd. Feb 26 2020 Financial ServicesDebentures3.7%
    6.78 Reliance Industries Ltd. Sep 16 2020 EnergyDebentures3.6%
    7.43 HDB Financial Services Ltd Sep 28 2020 Financial ServicesDebentures3.6%
    7.8 Power Finance Corporation Ltd. Jun 7 2019 Financial ServicesDebentures3.5%
    7.53 Power Finance Corporation Ltd. Jan 20 2020 Financial ServicesDebentures3.4%
    See All

    Fund Managers

    addSuyash Choudhary
    Education
    Mr. Choudhary is a B.A (H) Economics from Delhi University and PGDM from IIM Calcutta.
    Experience
    Prior to joining IDFC Mutual Fund he has worked with HSBC Asset Management (India) Pvt. Ltd., Standard Chartered Asset Management Co. Pvt. Ltd. and Deutsche Bank.
    Funds Managed

    Other Details

    IDFC Bond Fund Medium Term Plan Direct Growth is a Debt Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was introduced to investors on 31 Dec 2012. Suyash Choudhary is the Current Fund Manager of IDFC Bond Fund Medium Term Plan Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹2,885 Cr and the Latest NAV as of 08 Jul 2019 is ₹33.71.

    The IDFC Bond Fund Medium Term Plan Direct Growth is rated Low risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. Nil.

    Investment Objective

    To seek to generate stable returns with a low - risk strategy by creating a portfolio that is invested in good quality fixed income and money market securities.

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Nil
    Exit Load

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    About IDFC Mutual Fund

    Address
    OneIndiaBulls Centre, 841 Jupiter Mills Compound, Senapati Bapat Marg, Elphinstone Road (West), Mumbai 400013
    Phone
    022-66289999
    Launch Date
    12 Mar 2000
    Website
    NA
    IDFC Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Cams
    Address
    NA
    Website
    NA
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