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  • IDFC Mutual Funds
  • IDFC Bond Fund Short Term Plan of Inc Dis cum Cptl Wdrl Opt (RIDCW-15D)

Formerly IDFC Bond S/T Reg Fr DR

IDFC Mutual Funds

IDFC Bond Fund Short Term Plan of Inc Dis cum Cptl Wdrl Opt (RIDCW-15D)

DebtShort Term

10.4219

NAV (Jan 24)

6.2%
3 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in short term mutual funds.

However, Scripbox does not recommend investing in short term mutual funds.

Short Term Funds invest in debt and money market instruments such that the duration of the portfolio is between 1 to 3 years.This exposes them to higher variations when interest rates change.

The category is one of the largest categories within the Debt Segment (9% of the total assets).

We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category since we believe that the potential incremental return is not justified by 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.

Our analysis of this fundLearn how we rate funds ->

Track Record

16 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

13,737 Cr. Category leader in size

Impact of Interest Rate Changes

Moderate Interest Rate Risk. The impact on fund value is moderate when interest rates change

Credit Quality Of Fund's Portfolio

Moderate Credit Risk. The fund has a moderate credit quality compared to other debt funds

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
Short Term Money

Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • graph-icon-gray
    Historical growth rate of 6.5% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only, Car, Down Payment

No single fund can achieve what a plan can. Learn why

Historical NAV

10.4219

NAV (Jan 24)

Fund Returns

Last 1Y

3.7%

Last 3Y

6.2%

Last 5Y

5.2%

Last 10Y

5%

Since Inception

5.8%

6 Month CAGR

1.6%

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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 short term such that the Macaulay duration of the portfolio is between 1 year and 3 years.

Expense Ratio

0.77

Launched (16y ago)

Aug 09, 2006

AUM in Crores

13736.680

ISIN

INF194K01HJ7

Lock-in

No Lock-in

Benchmark

Nifty Short Duration Debt TR INR

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers
user-avatar

Suyash Choudhary

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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.

comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Savings Fund (G)
Kotak Savings Fund (G)

₹ 11,746 cr

5

₹ 36,350 cr

5

₹ 9,578 cr

5

₹ 29,495 cr

5

₹ 26,926 cr

5

amc-icon

About the AMC

IDFC Asset Management Company Limited

IDFC Asset Management Company Limited manages assets worth 126,497 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.

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  • tel-amc-about
    022-66289999
  • mail-amc-about
    investormf@idfc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    6.1%

    7.3%

    5%

    5.6%

    5.2%

    5.1%

    5.2%

    5%

    -0.8%

    4.8%

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    IDFC Bond Fund Short Term Plan of Inc Dis cum Cptl Wdrl Opt (RIDCW-15D) Review

    IDFC Bond Fund Short Term Plan of Inc Dis cum Cptl Wdrl Opt (RIDCW-15D) is a Short Term Debt fund and has delivered an annualised return of 5.8% over a period of 15 years. The fund was previously known as IDFC Bond S/T Reg Fr DR. The fund is managed by IDFC Asset Management Company Limited. The fund manager’s name is Suyash Choudhary.

    Nav of IDFC Bond Fund Short Term Plan of Inc Dis cum Cptl Wdrl Opt (RIDCW-15D) as of 24/01/2022 is ₹10.42 with the total AUM as of 25/01/2022 is ₹13736.68. With Scripbox you can compare and check the latest nav for all mutual funds in India. IDFC Bond Fund Short Term Plan of Inc Dis cum Cptl Wdrl Opt (RIDCW-15D) was launched on Aug 09, 2006. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for IDFC Bond Fund Short Term Plan of Inc Dis cum Cptl Wdrl Opt (RIDCW-15D) is ₹0 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 Short Term Plan of Inc Dis cum Cptl Wdrl Opt (RIDCW-15D) 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 Short Duration Debt TR INR.

    IDFC Bond Fund Short Term Plan of Inc Dis cum Cptl Wdrl Opt (RIDCW-15D) is rated as a 3 fund in Debt and delivered 3.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with IDFC Bond Fund Short Term Plan of Inc Dis cum Cptl Wdrl Opt (RIDCW-15D).

    Frequently Asked Questions

    What is IDFC Bond Fund Short Term Plan of Inc Dis cum Cptl Wdrl Opt (RIDCW-15D)?

    How to invest in IDFC Bond Fund Short Term Plan of Inc Dis cum Cptl Wdrl Opt (RIDCW-15D)?

    What is the minimum sip amount of IDFC Bond Fund Short Term Plan of Inc Dis cum Cptl Wdrl Opt (RIDCW-15D)?

    Is IDFC Bond Fund Short Term Plan of Inc Dis cum Cptl Wdrl Opt (RIDCW-15D) good to invest in?

    What is the expense ratio of the IDFC Bond Fund Short Term Plan of Inc Dis cum Cptl Wdrl Opt (RIDCW-15D)?