- Mutual Funds
- IDFC Mutual Funds
- IDFC Bond Fund Income Plan Opt (RIDCW-A)
Formerly IDFC Bond Inc Reg Yr DR
IDFC Bond Fund Income Plan Opt (RIDCW-A)
₹ 11.2516
NAV (Aug 05)
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 11.2516
NAV (Aug 5)
Fund Returns
Last 1Y | 0.3% |
Last 3Y | 3% |
Last 5Y | 3.9% |
Last 10Y | 5.2% |
Since Inception | 6.6% |
6 Month CAGR | 0% |
Scheme Information
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.
Expense Ratio | 1.99 |
Launched (22y ago) | Sep 06, 2000 |
AUM in Crores | 543.398 |
ISIN | INF194K01IM9 |
Lock-in | No Lock-in |
Benchmark | CRISIL Composite Bond Fund TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Fund Managers
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.
Asset allocation and Holdings
Top Debt Holdings
5.63% govt stock 2026
80.5%6.1% govt stock 2031
14.3%6.54% govt stock 2032
3.5%net current assets
1.3%6.79% govt stock 2027
0.2%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 49,911 cr | ||
₹ 14,870 cr | ||
₹ 15,889 cr | ||
₹ 14,702 cr | ||
₹ 49,911 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.
| Fund Name | Scripbox 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 Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsIDFC Bond Fund Income Plan Opt (RIDCW-A) Review
IDFC Bond Fund Income Plan Opt (RIDCW-A) is a Medium To Long Duration Debt fund and has delivered an annualised return of 6.6% 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.
Nav of IDFC Bond Fund Income Plan Opt (RIDCW-A) as of 8/5/2022 is ₹11.25 with the total AUM as of 8/8/2022 is ₹543.398. With Scripbox you can compare and check the latest nav for all mutual funds in India. IDFC Bond Fund Income Plan Opt (RIDCW-A) was launched on Sep 06, 2000. The category risk of the fund is Moderate Risk.
The minimum SIP amount for IDFC Bond Fund Income Plan Opt (RIDCW-A) 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 Opt (RIDCW-A) 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 Opt (RIDCW-A) is rated as a 4 fund in Debt and delivered 0.3% 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 Opt (RIDCW-A).
Frequently Asked Questions
What is IDFC Bond Fund Income Plan Opt (RIDCW-A)?
How to invest in IDFC Bond Fund Income Plan Opt (RIDCW-A)?
You can invest in IDFC Bond Fund Income Plan Opt (RIDCW-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 Bond Fund Income Plan Opt (RIDCW-A)?
The minimum sip amount for IDFC Bond Fund Income Plan Opt (RIDCW-A) is ₹0. You can invest in multiples of ₹5000.
Is IDFC Bond Fund Income Plan Opt (RIDCW-A) good to invest in?
As per Scripbox experts, IDFC Bond Fund Income Plan Opt (RIDCW-A) is a Top Ranked fund. You can investIDFC Bond Fund Income Plan Opt (RIDCW-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 Bond Fund Income Plan Opt (RIDCW-A)?
The expense ratio of the IDFC Bond Fund Income Plan Opt (RIDCW-A) is 1.99% for regular plan.