₹ 15.6049
NAV (Feb 26)
Not Reviewed yet
Track Record
11 Years.
Relative Size
9 Cr.
Category View
.
Consistency Of Performance
.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Scheme Information
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
Moderate Risk
0.83 %
Expense Ratio
Feb 11, 2010
Launched (11y ago)
₹ 9
AUM in Crores
INF194K01AA1
ISIN
No Lock-in
Lock-in
Domestic Price of Gold
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Hybrid Funds
Aggressive Hybrid
26 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
Aggressive Hybrid
20 Years
Age
Track Record
Multi Asset Allocation
20 Years
Age
Track Record
Conservative Hybrid
17 Years
Age
Track Record
About the AMC
IDFC Asset Management Company Limited
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.
Low Duration
Recommended
Top Ranked
₹ 6,524 Cr
Fund Size
7.2%
3Y returns
Low Duration
Top Ranked
₹ 6,524 Cr
Fund Size
5.4%
3Y returns
Low Duration
Top Ranked
₹ 6,524 Cr
Fund Size
5.3%
3Y returns
Low Duration
Top Ranked
₹ 6,524 Cr
Fund Size
5.3%
3Y returns
Low Duration
Top Ranked
₹ 6,524 Cr
Fund Size
0.4%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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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.
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.
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.
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
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.
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) 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.