- Mutual Funds
- IDFC Mutual Funds
- IDFC Bond Fund Income Plan (Growth)
Formerly IDFC SS Inc Inv Reg Gr
IDFC Bond Fund Income Plan (Growth)
₹ 53.4183
NAV (Jun 23)
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.
Track Record
22 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
545 Cr. Medium within the category
Impact of Interest Rate Changes
Highest Interest Rate Risk. The impact on fund value is very high when interest rates change
Credit Quality Of Fund's Portfolio
Lowest Credit Risk. The fund has a very high credit quality compared to other debt funds
Scripbox Recommended Debt Funds
Want the floating rate funds that are right for your short term investment needs?
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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
₹ 53.4183
NAV (Jun 23)
Fund Returns
Last 1Y | -0.3% |
Last 3Y | 5% |
Last 5Y | 5.2% |
Last 10Y | 7.5% |
Since Inception | 7.9% |
6 Month CAGR | -1.9% |
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 | 1.98 |
Launched (22y ago) | Jul 14, 2000 |
AUM in Crores | 544.535 |
ISIN | INF194K01IL1 |
Lock-in | No Lock-in |
Benchmark | CRISIL Composite Bond Fund TR INR |
SIP Minimum | 1000 |
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
80.8%6.1% govt stock 2031
14.1%6.54% govt stock 2032
3.4%net current assets
1.2%6.79% govt stock 2027
0.2%Comparison with Debt Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|---|---|---|
₹ 44,308 cr | |||
₹ 14,441 cr | |||
₹ 18,739 cr | |||
₹ 12,059 cr | |||
₹ 44,308 cr |
About the AMC
IDFC Asset Management Company Limited
IDFC Asset Management Company Limited manages assets worth 121,537 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 | |
|---|---|---|---|
5.8% | 7.7% | ||
5% | 7.9% | ||
10.5% | 10.2% | ||
7.8% | 8.6% | ||
5.2% | 7.2% |
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 (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 21 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 6/23/2022 is ₹53.42 with the total AUM as of 6/24/2022 is ₹544.535. 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 CRISIL Composite Bond Fund TR INR.
IDFC Bond Fund Income Plan (G) 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 (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 Top Ranked 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 1.98% for regular plan.