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IDFC Bond Fund Income Plan (Growth)

Formerly IDFC SS Inc Inv Reg Gr
Returns (5yrs)
8.91 %
Latest NAV
52.58

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Fund Information

as on 11th of August, 07:03 PM

IDFC Asset Management Company Limited

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.

Fund Managers

  • profile-pic
    Suyash Choudhary
  • expense-ratio
    Expense Ratio
    1.97
    benchmark
    Benchmark
    CRISIL Composite Bond Fund TR INR
  • Aum image
    AUM
    ₹ 697.02 Crores
    ISIN
    ISIN
    INF194K01IL1
  • Category Risk:

    Moderate Risk

Holding Information

as on 11th of August, 07:03 PM

Top Holding

6.79% Govt Stock 2027
93%
Govt Stock
4%
Rural Electrification Corporation Limited
1%
Net Current Assets
1%
Triparty Repo
1%

Allocation

Debt
98%
Others
2%
Equity
0%

Investment Return Calculator

as on 11th of August, 07:03 PM
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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. Past performance is not an indicator of future returns.

Transaction

as on 11th of August, 07:03 PM
Minimum SIP Amount
₹ 1000
Minimum Lumpsum Amount
₹ 5000
Lumpsum Multiple
₹ 100
SIP Multiple
₹ 100

About the Fund

IDFC Bond Fund - Income Plan - Regular Plan - Growth is a Medium To Long Duration Debt fund and has delivered an annualised return of 8.91% over a period of 5 years. The fund is managed by IDFC Asset Management Company Limited. The fund managers names are Suyash Choudhary. 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. The fund charges 1.97000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.

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Long Term Wealth

  • 5+ years
    Recommended
  • 12-14%
    Returns
  • No lock-in
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