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  • Mutual Funds
  • IDFC Asset Management Company Limited
  • IDFC Bond Fund Short Term Plan (Dividend Payout - Quarterly)
IDFC Bond Fund Short Term Plan (Dividend Payout - Quarterly)

IDFC Bond Fund Short Term Plan (Dividend Payout - Quarterly)

DebtShort Term

Top Ranked

10.4636

NAV (Mar 05)

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 fundLearn how we rate funds ->

Track Record

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

Relative Size

14,299 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

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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.

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

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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

Low to Moderate

Moderate

Moderately High

High

Very High

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Moderate Risk

0.78 %

Expense Ratio

May 11, 2018

Launched (3y ago)

₹ 14,299

AUM in Crores

INF194KA12K7

ISIN

No Lock-in

Lock-in

NIFTY AAA Short Duration Bond TR INR

Benchmark

₹ 0

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
user-avatar

Suyash Choudhary

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 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.

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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.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only, Car, Down Payment
    Expert Investing Only, Car, Down Payment
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Debt Funds

Kotak Savings Fund (G)

Kotak Savings Fund (G)

Ultra Short

Recommended

Top Ranked

17 Years

Age

5

Track Record

Aditya Birla Sun Life Liquid (G)

Aditya Birla Sun Life Liquid (G)

Liquid

Recommended

Top Ranked

17 Years

Age

5

Track Record

SBI Magnum Ultra Short Duration Fund (G)

SBI Magnum Ultra Short Duration Fund (G)

Ultra Short

Recommended

Top Ranked

22 Years

Age

5

Track Record

ICICI Prudential Savings Fund (G)

ICICI Prudential Savings Fund (G)

Low Duration

Recommended

Top Ranked

19 Years

Age

5

Track Record

Nippon India Liquid Fund (G)

Nippon India Liquid Fund (G)

Liquid

Recommended

Top Ranked

18 Years

Age

5

Track Record

amc-icon

About the AMC

IDFC Asset Management Company Limited

IDFC Asset Management Company Limited manages assets worth 122,101 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.

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  • tel-amc-about
    022-66289999
  • mail-amc-about
    investormf@idfc.com
  • IDFC Low Duration Fund (G)

    IDFC Low Duration Fund (G)

    Low Duration

    Recommended

    Top Ranked

    ₹ 6,524 Cr

    Fund Size

    7.2%

    3Y returns

    IDFC Low Duration Fund (DR-D)

    IDFC Low Duration Fund (DR-D)

    Low Duration

    Top Ranked

    ₹ 6,524 Cr

    Fund Size

    5.4%

    3Y returns

    IDFC Low Duration Fund (DR-Q)

    IDFC Low Duration Fund (DR-Q)

    Low Duration

    Top Ranked

    ₹ 6,524 Cr

    Fund Size

    5.3%

    3Y returns

    IDFC Low Duration Fund (DR-W)

    IDFC Low Duration Fund (DR-W)

    Low Duration

    Top Ranked

    ₹ 6,524 Cr

    Fund Size

    5.3%

    3Y returns

    IDFC Low Duration Fund Periodic (DR-A)

    IDFC Low Duration Fund Periodic (DR-A)

    Low Duration

    Top Ranked

    ₹ 6,524 Cr

    Fund Size

    0.4%

    3Y returns

    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

    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.

    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

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

    Category View

    Category View

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

    Consistency Of Performance

    Consistency Of Performance

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

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    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

    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

    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 (DP-Q)

    About IDFC Bond Fund Short Term Plan (DP-Q)

    IDFC Bond Fund Short Term Plan (DP-Q) is a short term debt fund and has delivered an annualised return of 6.6% over a period of 3 years ..The fund is managed by IDFC Asset Management Company Limited.The fund manager’s name is Suyash Choudhary.

    IDFC Bond Fund Short Term Plan (DP-Q) 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 (DP-Q) NAV,AUM,Risk

    The IDFC Bond Fund Short Term Plan (DP-Q) fund was launched on May 11, 2018. The NAV (Net Asset Value) of this short term debt as of 2021-03-05 is ₹ 10.4636. The total AUM (Asset Under Management) of the fund as of 2021-03-08 is ₹ 14298.445. The category risk of the IDFC Bond Fund Short Term Plan (DP-Q) fund is Moderate Risk. The fund charges 0.78 % as expense ratio.

    IDFC Bond Fund Short Term Plan (DP-Q) Holdings

    The fund’s highest allocation is towards debt and has invested 91.6% in this asset class. The top three holdings of the fund are 5.22% goi 2025,reliance industries limited and indian railway finance corporation limited

    IDFC Bond Fund Short Term Plan (DP-Q) SIP

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    IDFC Bond Fund Short Term Plan (DP-Q) 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.

    IDFC Bond Fund Short Term Plan (DP-Q) Review

    IDFC Bond Fund Short Term Plan (DP-Q) 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 Short Term Plan (DP-Q) has a score of 5 out of 5. The credit risk of the fund is 3 out of 5 as compared to other debt funds.

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