Medium to long duration funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
Medium to Long Duration Funds invest in debt and money market instruments such that the duration of the portfolio is between 3 to 4 years.
The tenure of the instruments held by these funds exposes them to very high degrees of variations when interest rate changes.Funds in this category tend to invest in instruments that are highly rated.This is a small category(less than 1 % of total debt fund assets).We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher interest rate risk.
The performance of the fund on a Fund Size metric has been Satisfactory
The performance of the fund on a Rolling Returns metric has been Satisfactory
NAV (Mar 10)
6 Month CAGR
The scheme seeks to invest in a diversified set of debt and money market securities with the aim of generating optimal returns over medium to long term such that the Macaulay duration of the portfolio is between 4 years and 7 years.
Launched (13y ago)
Jul 16, 2010
AUM in Crores
NIFTY Med to Long Dur Debt TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|IDFC Bond Fund Income Plan (Growth)||916,767||184,155||9.2%|
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.
5.63% govt stock 202666.5%
6.54% govt stock 203227.3%
6.1% govt stock 20312.8%
net current assets1.7%
7.1% govt stock 20291%
|Fund Name||Fund Size||Rolling Returns|
₹ 52,076 cr
₹ 15,112 cr
₹ 16,307 cr
₹ 13,853 cr
₹ 52,076 cr
IDFC Asset Management Company Limited
IDFC Asset Management Company Limited manages assets worth 120,634 crores and was set up on 20 December 1999. It's current offering of mutual fund schemes includes 33 equity,212 debt and 27 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
IDFC Bond Fund Income Plan (G) is a Medium To Long Duration Debt fund and has delivered an annualised return of 8.6% over a period of 12 years. The fund was previously known as IDFC SS Inc Inv F Gr. The fund is managed by IDFC Asset Management Company Limited. The fund manager’s name is Suyash Choudhary.
Nav of IDFC Bond Fund Income Plan (G) as of 3/10/2016 is ₹15.96 with the total AUM as of 2/5/2023 is ₹501.737. With Scripbox you can compare and check the latest nav for all mutual funds in India. IDFC Bond Fund Income Plan (G) was launched on Jul 16, 2010. The category risk of the fund is Moderate Risk.
The minimum SIP amount for IDFC Bond Fund Income Plan (G) is ₹0 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.
IDFC Bond Fund Income Plan (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY Med to Long Dur Debt TR INR.
IDFC Bond Fund Income Plan (G) is rated as a 3 fund in Debt and delivered 4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with IDFC Bond Fund Income Plan (G).
What is IDFC Bond Fund Income Plan (G)?
How to invest in IDFC Bond Fund Income Plan (G)?
You can invest in IDFC Bond Fund Income Plan (G) 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 Bond Fund Income Plan (G)?
The minimum sip amount for IDFC Bond Fund Income Plan (G) is ₹0. You can invest in multiples of ₹5000.
Is IDFC Bond Fund Income Plan (G) good to invest in?
As per Scripbox experts, IDFC Bond Fund Income Plan (G) is a Neutral fund. You can investIDFC Bond Fund Income Plan (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the IDFC Bond Fund Income Plan (G)?
The expense ratio of the IDFC Bond Fund Income Plan (G) is 1.99% for regular plan.