Formerly IDFC SS Inc M/T Reg Gr
Medium term 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 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.
The performance of the fund on a Fund Size metric has been Good
The performance of the fund on a Rolling Returns metric has been Good
Want the Debt funds that are right for your short term investment needs?
NAV (Nov 25)
6 Month CAGR
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.
Launched (19y ago)
Jul 08, 2003
AUM in Crores
Nifty Medium Duration Debt Index TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
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.
5.63% govt stock 202686.9%
7.38% govt stock 20279.4%
net current assets0.9%
08.25 mh sdl 20250.7%
08.20 gj sdl 20250.7%
|Fund Name||Fund Size||Rolling Returns|
₹ 46,469 cr
₹ 14,221 cr
₹ 18,664 cr
₹ 13,008 cr
₹ 46,469 cr
IDFC Asset Management Company Limited
IDFC Asset Management Company Limited manages assets worth 124,459 crores and was set up on 20 December 1999. It's current offering of mutual fund schemes includes 33 equity,204 debt and 27 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
IDFC Bond Fund Medium Term Plan (G) is a Medium Term Debt fund and has delivered an annualised return of 7.1% over a period of 19 years. The fund was previously known as IDFC SS Inc M/T 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 Medium Term Plan (G) as of 11/25/2022 is ₹38.09 with the total AUM as of 11/26/2022 is ₹2149.1. With Scripbox you can compare and check the latest nav for all mutual funds in India. IDFC Bond Fund Medium Term Plan (G) was launched on Jul 08, 2003. The category risk of the fund is Low to Moderate Risk.
The minimum SIP amount for IDFC Bond Fund Medium Term 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 Medium Term 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 Medium Duration Debt Index TR INR.
IDFC Bond Fund Medium Term Plan (G) is rated as a 3 fund in Debt and delivered 0.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with IDFC Bond Fund Medium Term Plan (G).
What is IDFC Bond Fund Medium Term Plan (G)?
How to invest in IDFC Bond Fund Medium Term Plan (G)?
You can invest in IDFC Bond Fund Medium Term 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 Medium Term Plan (G)?
The minimum sip amount for IDFC Bond Fund Medium Term Plan (G) is ₹1000. You can invest in multiples of ₹5000.
Is IDFC Bond Fund Medium Term Plan (G) good to invest in?
As per Scripbox experts, IDFC Bond Fund Medium Term Plan (G) is a Neutral fund. You can investIDFC Bond Fund Medium Term 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 Medium Term Plan (G)?
The expense ratio of the IDFC Bond Fund Medium Term Plan (G) is 1.47% for regular plan.