Formerly IDFC SS Inc M/T Reg Dl DR
₹ 10.1962
NAV (Apr 20)
Top Ranked
This is a small category (less than 2% of the total debt fund assets).We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category because of the higher credit risk and 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.
Track Record
14 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
4,099 Cr. Large within the category
Impact of Interest Rate Changes
High Interest Rate Risk. The impact on fund value is 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
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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 term such that the Macaulay duration of the portfolio is between 3 years and 4 years.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Moderate Risk
1.46 %
Expense Ratio
Apr 03, 2007
Launched (14y ago)
₹ 4,099
AUM in Crores
INF194K01JV8
ISIN
No Lock-in
Lock-in
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
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.
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
Comparison with Debt Funds
Ultra Short
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17 Years
Age
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Ultra Short
Recommended
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22 Years
Age
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Liquid
Recommended
Top Ranked
18 Years
Age
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Low Duration
Recommended
Top Ranked
19 Years
Age
Track Record
About the AMC
IDFC Asset Management Company Limited
IDFC Asset Management Company Limited manages assets worth 121,174 crores and was set up on 20 December 1999. It's current offering of mutual fund schemes includes 33 equity,198 debt and 32 hybrid funds.
Low Duration
Recommended
Top Ranked
₹ 6,362 Cr
Fund Size
7.1%
3Y returns
Low Duration
Top Ranked
₹ 6,362 Cr
Fund Size
5.4%
3Y returns
Low Duration
Top Ranked
₹ 6,362 Cr
Fund Size
5.3%
3Y returns
Low Duration
Top Ranked
₹ 6,362 Cr
Fund Size
5.3%
3Y returns
Low Duration
Top Ranked
₹ 6,362 Cr
Fund Size
0.1%
3Y returns
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
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IDFC Bond Fund Medium Term Plan (DR-D) is a medium term debt fund and has delivered an annualised return of 5.5% over a period of 14 years .The fund was previously known as IDFC SS Inc M/T Reg Dl DR.The fund is managed by IDFC Asset Management Company Limited.The fund manager’s name is 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 term such that the Macaulay duration of the portfolio is between 3 years and 4 years. However, there is no assurance that the objective of the scheme will be realized.
The IDFC Bond Fund Medium Term Plan (DR-D) fund was launched on Apr 03, 2007. The NAV (Net Asset Value) of this medium term debt as of 2021-04-20 is ₹ 10.1962. The total AUM (Asset Under Management) of the fund as of 2021-04-22 is ₹ 4098.504. The category risk of the IDFC Bond Fund Medium Term Plan (DR-D) fund is Moderate Risk. The fund charges 1.46 % as expense ratio.
The fund’s highest allocation is towards debt and has invested 89.1% in this asset class. The top three holdings of the fund are 6.79% govt stock 2027,7.27% govt stock 2026 and 8.24% govt stock 2027
The minimum SIP (Systematic Investment Plan) amount for this 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.
This fund 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 .
IDFC Bond Fund Medium Term Plan (DR-D) has a score of 4 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, IDFC Bond Fund Medium Term Plan (DR-D) has a score of 4 out of 5. The credit risk of the fund is 5 out of 5 as compared to other debt funds.