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  • IDFC Asset Management Company Limited
  • IDFC Floating Rate Fund (Dividend Reinvestment - Annually)
IDFC Floating Rate Fund (Dividend Reinvestment - Annually)

IDFC Floating Rate Fund (Dividend Reinvestment - Annually)

OtherOther

10.012

NAV (Mar 05)

Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

0 Years.

Relative Size

0 Cr.

Category View

.

Consistency Of Performance

.

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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    Grow Wealth , Retirement , Kid's Education

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Scheme Information

Investment Objective

The Fund seeks to generate returns by creating a portfolio that is primarily invested in floating rate instruments,including fixed rate instruments swapped for floating returns and other debt and money market instruments.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Moderate Risk

0 %

Expense Ratio

Feb 22, 2021

Launched (0y ago)

₹ 0

AUM in Crores

INF194KB1AZ4

ISIN

No Lock-in

Lock-in

NIFTY Low Duration Debt Index TR INR

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
user-avatar

Anurag Mittal

Fund Manager

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Arvind Subramanian

Fund Manager

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Viraj Kulkarni

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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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Other Funds

Kotak Gold fund (G)

Kotak Gold fund (G)

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10 Years

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Nippon India Gold Savings Fund (G)

Nippon India Gold Savings Fund (G)

Fofs Domestic

10 Years

Age

0

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HDFC Gold Fund (G)

HDFC Gold Fund (G)

Fofs Domestic

10 Years

Age

0

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Principal Retirement Sav Conservative fund (G)

Principal Retirement Sav Conservative fund (G)

Fofs Domestic

6 Years

Age

0

Track Record

ICICI Prudential Debt Management Fund FOF (G)

ICICI Prudential Debt Management Fund FOF (G)

Fofs Domestic

18 Years

Age

0

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

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Standard Multicap fund (Growth)

    Kotak Standard Multicap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    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 Floating Rate Fund (DR-A)

    About IDFC Floating Rate Fund (DR-A)

    IDFC Floating Rate Fund (DR-A) is a Other Other fund and has delivered an annualised return of 0.1% over a period of 0 years ..The fund is managed by IDFC Asset Management Company Limited.The fund managers are Anurag Mittal, Arvind Subramanian, Viraj Kulkarni

    IDFC Floating Rate Fund (DR-A) Investment Objective

    The Fund seeks to generate returns by creating a portfolio that is primarily invested in floating rate instruments,including fixed rate instruments swapped for floating returns and other debt and money market instruments. However, there is no assurance that the objective of the scheme will be realized.

    IDFC Floating Rate Fund (DR-A) NAV,AUM,Risk

    The IDFC Floating Rate Fund (DR-A) fund was launched on Feb 22, 2021. The NAV (Net Asset Value) of this Other Other as of 2021-03-05 is ₹ 10.012. The total AUM (Asset Under Management) of the fund as of 2021-03-07 is ₹ . The category risk of the IDFC Floating Rate Fund (DR-A) fund is Moderate Risk. The fund charges 0.0 % as expense ratio.

    IDFC Floating Rate Fund (DR-A) 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 Floating Rate Fund (DR-A) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Low Duration Debt Index TR INR

    IDFC Floating Rate Fund (DR-A) Review

    IDFC Floating Rate Fund (DR-A) has a score of 0 on a scale of 5. The fund scores 0 out of 5 based on historical performance. As compared to the other funds in its category, IDFC Floating Rate Fund (DR-A) has a score of 0 out of 5. Scipbox has rated this fund 0 out of 5 based on consistency of performance over various years / tenures.

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