• Mutual Funds
  • IDFC Mutual Funds
  • IDFC Bond Fund Income Plan Opt (RIDCW-Q)

Formerly IDFC Bond Inc Reg Qt DR

IDFC Mutual Funds

IDFC Bond Fund Income Plan Opt (RIDCW-Q)

DebtMedium To Long Duration

Top Ranked

11.6997

NAV (Aug 05)

3.9%
3 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within 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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 543 Cr

The performance of the fund on a Fund Size metric has been Satisfactory

Rolling Returns

Good

The performance of the fund on a Rolling Returns metric has been Good

View all 8 analysis

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

11.6997

NAV (Aug 5)

Fund Returns

Last 1Y

0.8%

Last 3Y

3.9%

Last 5Y

4.4%

Last 10Y

4.7%

Since Inception

6.2%

6 Month CAGR

0.6%

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.

Expense Ratio

1.99

Launched (22y ago)

Jul 14, 2000

AUM in Crores

543.398

ISIN

INF194K01IS6

Lock-in

No Lock-in

Benchmark

CRISIL Composite Bond Fund TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Suyash Choudhary

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2022-08-05

Top Debt Holdings

5.63% govt stock 2026

80.5%
80.5%

6.1% govt stock 2031

14.3%
14.3%

6.54% govt stock 2032

3.5%
3.5%

net current assets

1.3%
1.3%

6.79% govt stock 2027

0.2%
0.2%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 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.

amc-img

  • 022-66289999
  • investormf@idfc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5.4%

    7.8%

    4.5%

    8%

    17.4%

    11.2%

    7.8%

    8.6%

    5.1%

    7.2%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    IDFC Bond Fund Income Plan Opt (RIDCW-Q) Review

    IDFC Bond Fund Income Plan Opt (RIDCW-Q) is a Medium To Long Duration Debt fund and has delivered an annualised return of 6.2% over a period of 22 years. The fund was previously known as IDFC Bond Inc Reg Qt 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-Q) as of 8/5/2022 is ₹11.70 with the total AUM as of 8/6/2022 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-Q) 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 Opt (RIDCW-Q) 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 Opt (RIDCW-Q) 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-Q) is rated as a 4 fund in Debt and delivered 0.8% 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-Q).

    Frequently Asked Questions

    What is IDFC Bond Fund Income Plan Opt (RIDCW-Q)?

    IDFC Bond Fund Income Plan Opt (RIDCW-Q) is a Medium To Long Duration Debt scheme predominantly investing across Debt stocks with an investment objective to generate wealth over the long term.

    How to invest in IDFC Bond Fund Income Plan Opt (RIDCW-Q)?

    You can invest in IDFC Bond Fund Income Plan Opt (RIDCW-Q) 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-Q)?

    The minimum sip amount for IDFC Bond Fund Income Plan Opt (RIDCW-Q) is ₹1000. You can invest in multiples of ₹5000.

    Is IDFC Bond Fund Income Plan Opt (RIDCW-Q) good to invest in?

    As per Scripbox experts, IDFC Bond Fund Income Plan Opt (RIDCW-Q) is a Top Ranked fund. You can investIDFC Bond Fund Income Plan Opt (RIDCW-Q) 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-Q)?

    The expense ratio of the IDFC Bond Fund Income Plan Opt (RIDCW-Q) is 1.99% for regular plan.