- Mutual Funds
- IDFC Mutual Funds
- IDFC Bond Fund Income Plan (Growth)
Formerly IDFC SS Inc Inv Reg Gr
IDFC Bond Fund Income Plan (Growth)
₹ 55.0281
NAV (Jan 27)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 55.0281
NAV (Jan 27)
Fund Returns
Last 1Y | 1.4% |
Last 3Y | 4.3% |
Last 5Y | 6.1% |
Last 10Y | 7% |
Since Inception | 7.9% |
6 Month CAGR | 2.1% |
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 (23y ago) | Jul 14, 2000 |
AUM in Crores | |
ISIN | INF194K01IL1 |
Lock-in | No Lock-in |
Benchmark | NIFTY Med to Long Dur Debt TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 3.5 |
Standard Deviation (5yr) | 3.7 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.056 |
Sharpe Ratio (5yr) | 0.265 |
YTM | 7.32 |
Fund Managers
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| IDFC Bond Fund Income Plan (Growth) | 848,560 | 115,948 | 6.1% | |
| 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
66.8%6.54% govt stock 2032
27.3%6.1% govt stock 2031
2.8%net current assets
1.5%7.1% govt stock 2029
1%Compare IDFC Bond Fund Income Plan (Growth)
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 52,076 cr | ||
- | ||
₹ 16,307 cr | ||
- | ||
₹ 52,076 cr |
About the AMC
IDFC Asset Management Company Limited
IDFC Asset Management Company Limited manages assets worth 78,359 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 | |
|---|---|---|---|
- | 4% | ||
- | 3.9% | ||
- | 3.9% | ||
- | 3.9% | ||
5.5% | 7.8% |
IDFC Bond Fund Income Plan (G) Review
IDFC Bond Fund Income Plan (G) is a Medium To Long Duration Debt fund and has delivered an annualised return of 7.9% over a period of 22 years. The fund was previously known as IDFC SS Inc Inv Reg 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 1/27/2023 is ₹55.03 with the total AUM as of 1/30/2023 is ₹null. 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 14, 2000. The category risk of the fund is Moderate Risk.
The minimum SIP amount for IDFC Bond Fund Income Plan (G) 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. 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 1.4% 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).
Frequently Asked Questions
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 ₹1000. 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.