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IDFC Bond Fund Short Term Plan (Dividend Reinvestment - Monthly)

Debt

Short Term

Top Ranked

₹ 10.45

NAV (OCT 28)

Scripbox Opinion

Top Ranked

These are the top-ranked funds within 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 fund Learn how we rate funds ->
Our analysis of this fund Learn how we rate funds ->

Track Record

19 Years

The fund has an extended history for analysis and the track record is excellent

Relative Size

13,333 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

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.

Learn why choose a plan over a fund ->
  • Historical growth rate of 6.50% per annum
  • Recommended Duration 1-5 years
  • No Lock-in
  • Expert investing only
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Historical NAV

10.45

NAV (OCT 28)

SIP Calculator

Investing Duration 5 years

Total Investment

Wealth Gained

Total Corpus Created

With assumed returns of 6.25%
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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.

Low

Moderately Low

Moderate

Moderately High

High

Moderately Low risk

0.8%

Expense Ratio

14th Dec, 2000

Launched (19y ago)

₹ 13,333

AUM in Crores

INF194K01HG3

No Lock-in

NIFTY AAA Short Duration Bond TR INR

Benchmark

₹ 1000

SIP Minimum

₹ 5000

Lumpsum Min.

Fund Managers

Suyash Choudhary

Fund Manager

Returns Calculator Comparison

of

for

Instrument Returns Total Corpus Gains Annualised %
Mutual Fund 70% 11.25%
EPF 70%
Property 70%
PPF 70%
Bank FD 70%
Gold 70%
Savings Bank 70%

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 29th October 2020

Top Stock Holdings

Reliance Industries Limited

7%

Indian Railway Finance Corporation Limited

4%

Indian Railway Finance Corporation Limited

3%

Housing Development Finance Corporation Limited

3%

Reliance Industries Limited

3%
See all holdings
allocation by market cap

Comparison with Debt Funds

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.

  • Indicative returns of 6.50% annually
  • Recommended Duration 1-5 years
  • No Lock-in
  • Expert investing only
  • One-click investing and tracking
  • Zero fees for all your investments

SIP Calculator

Investment Duration 5 years

₹12,37,295

Total Investment

₹12,37,295

Wealth Gained

₹12,37,295

Total Corpus Created

With assumed returns of 6.25%
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How does Scripbox rate funds?

Proprietary system to rate mutual 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?

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

These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.

Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.

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Track Record

We look at consistent and long historical performance for our analysis

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Relative Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred

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Category View

We check if the sub-category of the fund is recommended by us

calender

Consistency Of Performance

Consistency of performance over various tenures is analysed for a relative performance stack

calender

Track Record

We look at consistent and long historical performance for our analysis

calender

Relative Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred

calender

Impact of Interest Rates

We check the relative interest rate risk of the sub-category of the fund. Lower the better

calender

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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About IDFC Bond Fund Short Term Plan (Dividend Reinvestment - Monthly)

About IDFC Bond Fund Short Term Plan (Dividend Reinvestment - Monthly)

IDFC Bond Fund Short Term Plan (Dividend Reinvestment - Monthly) is a Short Term Debt fund and has delivered an annualised return of 6.49% over a period of 19 years. The fund was previously known as IDFC SS Inc S/T Reg Mn DR. The fund is managed by IDFC Asset Management Company Limited. The fund manager’s name is Suyash Choudhary.

IDFC Bond Fund Short Term Plan (Dividend Reinvestment - Monthly) 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. However, there is no assurance that the objective of the scheme will be realized.

IDFC Bond Fund Short Term Plan (Dividend Reinvestment - Monthly) NAV, AUM and Risk

The fund was launched on 2000-12-14. The NAV of the fund as of 2020-10-28 is ₹ 10.45. The total AUM of the fund as of 2020-10-28 is ₹ 13,333 Cr. The category risk of the fund is Moderately Low risk

The fund charges 0.8 % as expense ratio.

IDFC Bond Fund Short Term Plan (Dividend Reinvestment - Monthly) Holdings

The fund’s highest allocation is towards debt and has invested 86.19% in this asset class. The top three holdings of the fund are reliance industries limited, indian railway finance corporation limited and indian railway finance corporation limited.

IDFC Bond Fund Short Term Plan (Dividend Reinvestment - Monthly) 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 Short Term Plan (Dividend Reinvestment - Monthly) 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 NIFTY AAA Short Duration Bond TR INR.