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  • IDFC Asset Allocation Fund Of Fund Aggressive Plan of Inc Dis cum Cptl Wdrl Opt (PIDCW-A)

Formerly IDFC Asset Alloc FOF Aggressive Reg DP

IDFC Mutual Funds

IDFC Asset Allocation Fund Of Fund Aggressive Plan of Inc Dis cum Cptl Wdrl Opt (PIDCW-A)

HybridAggressive Hybrid

21.2361

NAV (Oct 21)

9%
5 Year CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

11 Years.

Relative Size

18 Cr.

Category View

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Consistency Of Performance

.

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

21.2361

NAV (Oct 21)

Fund Returns

Last 1Y
33.9%
Last 3Y
13.6%
Last 5Y
9%
Last 10Y
9.7%
Since Inception
9.4%
6 Month CAGR
19.5%
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Scheme Information

Investment Objective

The investment objective of the scheme is to provide diversification across asset classes and generate a mix of capital appreciation and income predominantly through investment in equity funds and debt funds of IDFC Mutual Fund based on a defined asset allocation model.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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High Risk

Expense Ratio
1.38
Launched (11y ago)
Feb 11, 2010
AUM in Crores
17.929
ISIN
INF194K01961
Lock-in
No Lock-in
Benchmark
Domestic Price of Gold
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Arpit Kapoor

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
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comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,356 cr

5

₹ 18,652 cr

5

₹ 1,957 cr

5

₹ 2,690 cr

5

₹ 3,398 cr

5

amc-icon

About the AMC

IDFC Asset Management Company Limited

IDFC Asset Management Company Limited manages assets worth 130,443 crores and was set up on 20 December 1999. It's current offering of mutual fund schemes includes 33 equity,199 debt and 32 hybrid funds.

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  • tel-amc-about
    022-66289999
  • mail-amc-about
    investormf@idfc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    IDFC Low Duration Fund (G)

    recommended-badge

    6.6%

    7.4%

    top-ranked-badge

    5.3%

    5.7%

    top-ranked-badge

    5.5%

    5.1%

    top-ranked-badge

    5.3%

    5%

    top-ranked-badge

    -0.3%

    4.8%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

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    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About IDFC Asset Allocation Fund Of Fund Aggressive Plan of Inc Dis cum Cptl Wdrl Opt (PIDCW-A)

    About IDFC Asset Allocation Fund Of Fund Aggressive Plan of Inc Dis cum Cptl Wdrl Opt (PIDCW-A)

    IDFC Asset Allocation Fund Of Fund Aggressive Plan of Inc Dis cum Cptl Wdrl Opt (PIDCW-A) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 9.4% over a period of 11 years. The fund was previously known as IDFC Asset Alloc FOF Aggressive Reg DP . The fund is managed by IDFC Asset Management Company Limited. The fund manager’s name is Arpit Kapoor

    IDFC Asset Allocation Fund Of Fund Aggressive Plan of Inc Dis cum Cptl Wdrl Opt (PIDCW-A) Investment Objective

    The investment objective of the scheme is to provide diversification across asset classes and generate a mix of capital appreciation and income predominantly through investment in equity funds and debt funds of IDFC Mutual Fund based on a defined asset allocation model. . However, there is no assurance that the objective of the scheme will be realized.

    IDFC Asset Allocation Fund Of Fund Aggressive Plan of Inc Dis cum Cptl Wdrl Opt (PIDCW-A) NAV,AUM,Risk

    The IDFC Asset Allocation Fund Of Fund Aggressive Plan of Inc Dis cum Cptl Wdrl Opt (PIDCW-A) fund was launched on Feb 11, 2010. The NAV (Net Asset Value) of this Aggressive Hybrid Hybrid fund as of 2021-10-21 is ₹21.24. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹17.929. The category risk of the IDFC Asset Allocation Fund Of Fund Aggressive Plan of Inc Dis cum Cptl Wdrl Opt (PIDCW-A) fund is High Risk. The fund charges 1.38 % as expense ratio.

    IDFC Asset Allocation Fund Of Fund Aggressive Plan of Inc Dis cum Cptl Wdrl Opt (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 63.3% in this asset class. The top three holdings of the fund are , idfc large cap dir gr , idfc low duration dir gr , idfc bond s/t dir gr , idfc emerging businesses dir gr , idfc focused equity dir gr , idfc cash dir gr , triparty repo , net current assets

    IDFC Asset Allocation Fund Of Fund Aggressive Plan of Inc Dis cum Cptl Wdrl Opt (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

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