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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.
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.
IDFC Asset Management Company Limited manages assets worth 122,101 crores and was set up on 20 December 1999. It's current offering of mutual fund schemes includes 33 equity,198 debt and 32 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative 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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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Invest via netbanking, UPI or through an SIP (eNACH mandate).
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The Scripbox Promise
Scripbox has helped over 2500 people become millionaires in the last 7 years
You'll never have to worry about what funds to choose. We'll suggest what's best for you.
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About IDFC Asset Allocation Fund Of Fund Conservative Plan (DR-M)
About IDFC Asset Allocation Fund Of Fund Conservative Plan (DR-M)
IDFC Asset Allocation Fund Of Fund Conservative Plan (DR-M) is a conservative hybrid hybrid fund and has delivered an annualised return of 7.3% over a period of 11 years ..The fund is managed by IDFC Asset Management Company Limited.The fund manager’s name is Arpit Kapoor.
IDFC Asset Allocation Fund Of Fund Conservative Plan (DR-M) 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 Conservative Plan (DR-M) NAV,AUM,Risk
The IDFC Asset Allocation Fund Of Fund Conservative Plan (DR-M) fund was launched on Feb 11, 2010. The NAV (Net Asset Value) of this conservative hybrid hybrid as of 2021-02-26 is ₹ 15.6049. The total AUM (Asset Under Management) of the fund as of 2021-02-27 is ₹ 8.337. The category risk of the IDFC Asset Allocation Fund Of Fund Conservative Plan (DR-M) fund is Moderate Risk.
The fund charges 0.83 % as expense ratio.
IDFC Asset Allocation Fund Of Fund Conservative Plan (DR-M) Holdings
The fund’s highest allocation is towards debt and has invested 42.0% in this asset class. The top three holdings of the fund are idfc low duration dir gr,idfc bond s/t dir gr and idfc large cap dir gr
IDFC Asset Allocation Fund Of Fund Conservative Plan (DR-M) 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.
IDFC Asset Allocation Fund Of Fund Conservative Plan (DR-M) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Domestic Price of Gold
IDFC Asset Allocation Fund Of Fund Conservative Plan (DR-M) Review
IDFC Asset Allocation Fund Of Fund Conservative Plan (DR-M) has a score of 0 on a scale of 5. The fund scores 0 out of 5 based on historical performance. As compared to the other funds in its category, IDFC Asset Allocation Fund Of Fund Conservative Plan (DR-M) has a score of 0 out of 5.
Scipbox has rated this fund 0 out of 5 based on consistency of performance over various years / tenures.
