- Mutual Funds
- IDFC Fixed Term Plan Series 149 (Growth)
IDFC Fixed Term Plan Series 149 (Growth)
₹ 12.93050559
NAV (Apr 28)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 12.93050559
NAV (Apr 28)
Fund Returns
Last 1Y | 3.7% |
Last 3Y | 6.3% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 6.8% |
6 Month CAGR | 1.8% |
Scheme Information
The Scheme seeks to generate income by investing in a portfolio of debt and money market instruments maturing on or before the maturity of the scheme. There is no assurance or guarantee that the objectives of the scheme will be realized.
Expense Ratio | 0 |
Launched (6y ago) | Jun 04, 2018 |
AUM in Crores | 602.218 |
ISIN | INF194KA12M3 |
Lock-in | No Lock-in |
Benchmark | CRISIL Composite Bond Fund TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 1.6 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| IDFC Fixed Term Plan Series 149 (Growth) | 8,52,757 | 1,20,145 | 6.3% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
Comparison with Short Term Funds
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About the AMC
IDFC Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR |
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IDFC Fixed Term Plan Series 149 (G) Review
IDFC Fixed Term Plan Series 149 (G) is a Short Term Short Term fund and has delivered an annualised return of 6.8% over a period of 5 years. The fund is managed by IDFC Asset Management Company Limited. The fund manager’s name is Anurag Mittal.
Nav of IDFC Fixed Term Plan Series 149 (G) as of 4/28/2022 is ₹12.93 with the total AUM as of 4/18/2024 is ₹602.218. With Scripbox you can compare and check the latest nav for all mutual funds in India. IDFC Fixed Term Plan Series 149 (G) was launched on Jun 04, 2018. The category risk of the fund is Low to Moderate Risk.
The minimum SIP amount for IDFC Fixed Term Plan Series 149 (G) 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.
Frequently Asked Questions
What is IDFC Fixed Term Plan Series 149 (G)?
How to invest in IDFC Fixed Term Plan Series 149 (G)?
You can invest in IDFC Fixed Term Plan Series 149 (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 Fixed Term Plan Series 149 (G)?
The minimum sip amount for IDFC Fixed Term Plan Series 149 (G) is ₹0. You can invest in multiples of ₹5000.
Is IDFC Fixed Term Plan Series 149 (G) good to invest in?
As per Scripbox experts, IDFC Fixed Term Plan Series 149 (G) is a Not Reviewed Yet fund. You can investIDFC Fixed Term Plan Series 149 (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 Fixed Term Plan Series 149 (G)?
The expense ratio of the IDFC Fixed Term Plan Series 149 (G) is % for regular plan.