• Mutual Funds
  • IDFC Mutual Funds
  • IDFC Asset Allocation Fund Of Fund Aggressive Plan (PIDCW-A)

Formerly IDFC Asset Alloc FOF Aggressive Reg DP

IDFC Mutual Funds

IDFC Asset Allocation Fund Of Fund Aggressive Plan (PIDCW-A)

HybridAggressive Hybrid

20.1899

NAV (Aug 05)

6.4%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in aggressive hybrid mutual funds.

However, Scripbox does not recommend investing in aggressive hybrid mutual funds.

Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.

This makes their performance difficult to assess.

With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 15 Cr

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

View all 7 analysis

View Less

Invest in this fund

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

20.1899

NAV (Aug 5)

Fund Returns

Last 1Y

2.5%

Last 3Y

12.4%

Last 5Y

6.4%

Last 10Y

8.7%

Since Inception

8.5%

6 Month CAGR

-2.2%

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.

Expense Ratio

1.34

Launched (12y ago)

Feb 11, 2010

AUM in Crores

15.413

ISIN

INF194K01961

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Viraj Kulkarni

Fund Manager

Sachin Relekar

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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.

Asset allocation and Holdings

Last updated on 2022-08-05

Top Stock Holdings

idfc large cap dir gr

44%
44%

idfc low duration dir gr

18.4%
18.4%

idfc emerging businesses dir gr

12.9%
12.9%

idfc focused equity dir gr

9.5%
9.5%

idfc bond s/t dir gr

9.4%
9.4%
See all holdings

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Kotak Equity Arbitrage Fund (G)
Kotak Equity Arbitrage Fund (G)

₹ 25,788 cr

₹ 25,788 cr

₹ 25,788 cr

₹ 25,788 cr

₹ 25,788 cr

About the AMC

IDFC Asset Management Company Limited

IDFC Asset Management Company Limited manages assets worth 122,611 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.

amc-img

  • 022-66289999
  • investormf@idfc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5.3%

    7.8%

    4.5%

    8%

    17.9%

    11.2%

    7.8%

    8.6%

    5%

    6.5%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    IDFC Asset Allocation Fund Of Fund Aggressive Plan (PIDCW-A) Review

    IDFC Asset Allocation Fund Of Fund Aggressive Plan (PIDCW-A) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 8.5% over a period of 12 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 managers are Sachin Relekar, Viraj Kulkarni.

    Nav of IDFC Asset Allocation Fund Of Fund Aggressive Plan (PIDCW-A) as of 8/5/2022 is ₹20.19 with the total AUM as of 8/8/2022 is ₹15.413. With Scripbox you can compare and check the latest nav for all mutual funds in India. IDFC Asset Allocation Fund Of Fund Aggressive Plan (PIDCW-A) was launched on Feb 11, 2010. The category risk of the fund is High Risk.

    The minimum SIP amount for IDFC Asset Allocation Fund Of Fund Aggressive Plan (PIDCW-A) 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. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

    What is IDFC Asset Allocation Fund Of Fund Aggressive Plan (PIDCW-A)?

    IDFC Asset Allocation Fund Of Fund Aggressive Plan (PIDCW-A) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    How to invest in IDFC Asset Allocation Fund Of Fund Aggressive Plan (PIDCW-A)?

    You can invest in IDFC Asset Allocation Fund Of Fund Aggressive Plan (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of IDFC Asset Allocation Fund Of Fund Aggressive Plan (PIDCW-A)?

    The minimum sip amount for IDFC Asset Allocation Fund Of Fund Aggressive Plan (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

    Is IDFC Asset Allocation Fund Of Fund Aggressive Plan (PIDCW-A) good to invest in?

    As per Scripbox experts, IDFC Asset Allocation Fund Of Fund Aggressive Plan (PIDCW-A) is a Not Reviewed Yet fund. You can investIDFC Asset Allocation Fund Of Fund Aggressive Plan (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the IDFC Asset Allocation Fund Of Fund Aggressive Plan (PIDCW-A)?

    The expense ratio of the IDFC Asset Allocation Fund Of Fund Aggressive Plan (PIDCW-A) is 1.34% for regular plan.