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  • IDFC Mutual Funds
  • IDFC CRISIL Gilt 2028 Index Fund (Growth)

Formerly IDFC Gilt 2028 Index Reg Gr

IDFC Mutual Funds

IDFC CRISIL Gilt 2028 Index Fund (Growth)

OtherOther

10.6461

NAV (Nov 25)

3.8%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

10.6461

NAV (Nov 25)

Fund Returns

Last 1Y

1.5%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

3.8%

6 Month CAGR

3.2%

Scheme Information

Investment Objective

The investment objective of the scheme is to provide investment returns closely corresponding to the total returns of the securities as represented by the CRISIL Gilt 2028 Index before expenses,subject to tracking errors. However,there can be no assurance or guarantee that the investment objective of the Scheme will be achieved

Expense Ratio

0.41

Launched (1y ago)

Mar 23, 2021

AUM in Crores

2769.059

ISIN

INF194KB1BS7

Lock-in

No Lock-in

Benchmark

CRISIL Gilt 2028 Index

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

0

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

7.48

Fund Managers

Gautam Kaul

Fund Manager

Harshil Joshi

Fund Manager

Anurag Mittal

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-11-25

Top Stock Holdings

7.17% govt stock 2028

56.4%
56.4%

8.28% govt stock 2027

19.8%
19.8%

7.38% govt stock 2027

19.5%
19.5%

triparty repo

2.1%
2.1%

net current assets

1.1%
1.1%
See all holdings

Compare IDFC CRISIL Gilt 2028 Index Fund (Growth)

Fund NameFund Size
Principal Retirement Sav Conservative fund (G)
Principal Retirement Sav Conservative fund (G)

₹ 1 cr

₹ 148 cr

₹ 14 cr

₹ 3,438 cr

₹ 5 cr

About the AMC

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.

amc-img

  • 022-66289999
  • investormf@idfc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5.8%

    7.6%

    25.6%

    16.4%

    23.4%

    18.2%

    -

    -8.5%

    -

    -8.5%

    IDFC CRISIL Gilt 2028 Index Fund (G) Review

    IDFC CRISIL Gilt 2028 Index Fund (G) is a Other Other fund and has delivered an annualised return of 3.8% over a period of 1 years. The fund was previously known as IDFC Gilt 2028 Index Reg Gr. The fund is managed by IDFC Asset Management Company Limited. The fund managers are Anurag Mittal, Gautam Kaul, Harshil Joshi.

    Nav of IDFC CRISIL Gilt 2028 Index Fund (G) as of 11/25/2022 is ₹10.65 with the total AUM as of 11/26/2022 is ₹2769.059. With Scripbox you can compare and check the latest nav for all mutual funds in India. IDFC CRISIL Gilt 2028 Index Fund (G) was launched on Mar 23, 2021. The category risk of the fund is Moderately High risk.

    The minimum SIP amount for IDFC CRISIL Gilt 2028 Index Fund (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.

    Frequently Asked Questions

    What is IDFC CRISIL Gilt 2028 Index Fund (G)?

    IDFC CRISIL Gilt 2028 Index Fund (G) is a Other Other scheme predominantly investing across Other stocks with an investment objective to generate wealth over the long term.

    How to invest in IDFC CRISIL Gilt 2028 Index Fund (G)?

    You can invest in IDFC CRISIL Gilt 2028 Index Fund (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 CRISIL Gilt 2028 Index Fund (G)?

    The minimum sip amount for IDFC CRISIL Gilt 2028 Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is IDFC CRISIL Gilt 2028 Index Fund (G) good to invest in?

    As per Scripbox experts, IDFC CRISIL Gilt 2028 Index Fund (G) is a Not Reviewed Yet fund. You can investIDFC CRISIL Gilt 2028 Index Fund (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 CRISIL Gilt 2028 Index Fund (G)?

    The expense ratio of the IDFC CRISIL Gilt 2028 Index Fund (G) is 0.41% for regular plan.