Click here for top ranked funds in medium to long duration mutual funds.
However, Scripbox does not recommend investing in medium to long duration mutual funds.
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.
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Scheme Information
Investment Objective
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.
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 127,098 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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About IDFC Bond Fund Income Plan of Income Dis cum Cptl Wdrl Opt (RIDCW-A)
About IDFC Bond Fund Income Plan of Income Dis cum Cptl Wdrl Opt (RIDCW-A)
IDFC Bond Fund Income Plan of Income Dis cum Cptl Wdrl Opt (RIDCW-A) is a medium to long duration debt fund and has delivered an annualised return of 6.9% over a period of 21 years .The fund was previously known as IDFC Bond Inc Reg Yr DR.The fund is managed by IDFC Asset Management Company Limited.The fund manager’s name is Suyash Choudhary.
IDFC Bond Fund Income Plan of Income Dis cum Cptl Wdrl Opt (RIDCW-A) Investment Objective
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. However, there is no assurance that the objective of the scheme will be realized.
IDFC Bond Fund Income Plan of Income Dis cum Cptl Wdrl Opt (RIDCW-A) NAV,AUM,Risk
The IDFC Bond Fund Income Plan of Income Dis cum Cptl Wdrl Opt (RIDCW-A) fund was launched on Sep 06, 2000. The NAV (Net Asset Value) of this medium to long duration debt as of 2021-05-11 is ₹ 11.5473. The total AUM (Asset Under Management) of the fund as of 2021-05-12 is ₹ 689.779. The category risk of the IDFC Bond Fund Income Plan of Income Dis cum Cptl Wdrl Opt (RIDCW-A) fund is Moderate Risk.
The fund charges 1.95 % as expense ratio.
IDFC Bond Fund Income Plan of Income Dis cum Cptl Wdrl Opt (RIDCW-A) Holdings
The fund’s highest allocation is towards debt and has invested 93.9% in this asset class. The top three holdings of the fund are 6.97% govt stock 2026,6.79% govt stock 2027 and 7.59% govt stock 2026
IDFC Bond Fund Income Plan of Income Dis cum Cptl Wdrl Opt (RIDCW-A) SIP
The minimum SIP (Systematic Investment Plan) amount for this 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.
IDFC Bond Fund Income Plan of Income Dis cum Cptl Wdrl Opt (RIDCW-A) Investment volatility and Horizon
This fund 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 CRISIL Composite Bond Fund TR INR.
IDFC Bond Fund Income Plan of Income Dis cum Cptl Wdrl Opt (RIDCW-A) Review
IDFC Bond Fund Income Plan of Income Dis cum Cptl Wdrl Opt (RIDCW-A) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, IDFC Bond Fund Income Plan of Income Dis cum Cptl Wdrl Opt (RIDCW-A) has a score of 3 out of 5.
The credit risk of the fund is 5 out of 5 as compared to other debt funds.
