These are the top-ranked funds within medium term mutual funds.However, Scripbox does not recommend investing in medium term mutual funds.Medium Duration Funds invest in debt and money market instruments such that the duration of the portfolio is between 3 to 4 years.This exposes them to higher variation when interest rates change.
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.
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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 term such that the Macaulay duration of the portfolio is between 3 years and 4 years.
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.
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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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Invest online & transfer
Invest via netbanking, UPI or through an SIP (eNACH mandate).
Track your investments
Track, invest more and withdraw your investments through the Scripbox dashboard
The Scripbox Promise
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About IDFC Bond Fund Medium Term Plan (DR-D)
About IDFC Bond Fund Medium Term Plan (DR-D)
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.
IDFC Bond Fund Medium Term Plan (DR-D) 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 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.
IDFC Bond Fund Medium Term Plan (DR-D) NAV,AUM,Risk
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.
IDFC Bond Fund Medium Term Plan (DR-D) Holdings
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
IDFC Bond Fund Medium Term Plan (DR-D) SIP
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.
IDFC Bond Fund Medium Term Plan (DR-D) Investment volatility and Horizon
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) Review
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.
