₹ 12.6702
NAV (Jun 29)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 12.6702
NAV (Jun 29)
Last 1Y | 4.5% |
Last 3Y | 8.2% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 8.2% |
6 Month CAGR | 1.8% |
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 27, 2018 |
AUM in Crores | 108.984 |
ISIN | INF194KA12P6 |
Lock-in | No Lock-in |
Benchmark | CRISIL Composite Bond Fund TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 1.5 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
IDFC Fixed Term Plan Series 154 Direct (Growth) | 8,94,012 | 1,61,400 | 8.2% | |
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.
Fund Name | Fund Size | Rolling Returns |
---|---|---|
₹ 45,349 cr | ||
₹ 14,455 cr | ||
₹ 13,853 cr | ||
₹ 12,072 cr | ||
₹ 11,011 cr |
IDFC Asset Management Company Limited
Fund Name | Scripbox Opinion | Till Date CAGR |
---|
IDFC Fixed Term Plan Series 154 Direct (G) is a Short Term Debt fund and has delivered an annualised return of 8.2% over a period of 5 years. The fund is managed by IDFC Asset Management Company Limited. The fund manager’s name is null.
Nav of IDFC Fixed Term Plan Series 154 Direct (G) as of 6/29/2021 is ₹12.67 with the total AUM as of 3/29/2024 is ₹108.984. With Scripbox you can compare and check the latest nav for all mutual funds in India. IDFC Fixed Term Plan Series 154 Direct (G) was launched on Jun 27, 2018. The category risk of the fund is Low to Moderate Risk.
The minimum SIP amount for IDFC Fixed Term Plan Series 154 Direct (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.
IDFC Fixed Term Plan Series 154 Direct (G) 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 CRISIL Composite Bond Fund TR INR.
IDFC Fixed Term Plan Series 154 Direct (G) is rated as a 0 fund in Debt and delivered 4.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with IDFC Fixed Term Plan Series 154 Direct (G).
What is IDFC Fixed Term Plan Series 154 Direct (G)?
How to invest in IDFC Fixed Term Plan Series 154 Direct (G)?
You can invest in IDFC Fixed Term Plan Series 154 Direct (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 154 Direct (G)?
The minimum sip amount for IDFC Fixed Term Plan Series 154 Direct (G) is ₹0. You can invest in multiples of ₹5000.
Is IDFC Fixed Term Plan Series 154 Direct (G) good to invest in?
As per Scripbox experts, IDFC Fixed Term Plan Series 154 Direct (G) is a Not Reviewed Yet fund. You can investIDFC Fixed Term Plan Series 154 Direct (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 154 Direct (G)?
The expense ratio of the IDFC Fixed Term Plan Series 154 Direct (G) is % for regular plan.