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  • IDFC Gilt 2028 Index Fund of Income Distribution cum cptl Wdrl opt (PIDCW-A)

Formerly IDFC Gilt 2028 Index Reg DP

IDFC Mutual Funds

IDFC Gilt 2028 Index Fund of Income Distribution cum cptl Wdrl opt (PIDCW-A)

OtherOther

10.4146

NAV (Oct 21)

4.1%
Till Date CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

0 Years.

Relative Size

318 Cr.

Category View

.

Consistency Of Performance

.

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    Historical growth rate of 12% per annum
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    No Lock-in
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Historical NAV

10.4146

NAV (Oct 21)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
4.1%
6 Month CAGR
3.6%
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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

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Moderate Risk

Expense Ratio
0.4
Launched (0y ago)
Mar 23, 2021
AUM in Crores
317.242
ISIN
INF194KB1BT5
Lock-in
No Lock-in
Benchmark
CRISIL Gilt 2028 Index
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Anurag Mittal

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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
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comparison

Comparison with Other Funds

Fund NameScripbox OpinionFund SizeTrack Record

Principal Retirement Sav Conservative fund (G)

₹ 1 cr

0

₹ 182 cr

0

₹ 14 cr

0

₹ 874 cr

0

₹ 6 cr

0

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About the AMC

IDFC Asset Management Company Limited

IDFC Asset Management Company Limited manages assets worth 130,443 crores and was set up on 20 December 1999. It's current offering of mutual fund schemes includes 33 equity,199 debt and 32 hybrid funds.

amc-img

  • tel-amc-about
    022-66289999
  • mail-amc-about
    investormf@idfc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    IDFC Low Duration Fund (G)

    recommended-badge

    6.6%

    7.4%

    top-ranked-badge

    5.3%

    5.7%

    top-ranked-badge

    5.5%

    5.1%

    top-ranked-badge

    5.3%

    5%

    top-ranked-badge

    -0.3%

    4.8%

    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
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    Equity

    Diversified

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    Equity

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    Invesco India Growth Opportunities Fund (Growth)

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    Track Record

    Track Record

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

    Fund Size

    Fund Size

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

    Sub-asset Class View

    Sub-asset Class View

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

    Fund Performance

    Fund 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.

    Fund Size

    Fund 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 Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About IDFC Gilt 2028 Index Fund of Income Distribution cum cptl Wdrl opt (PIDCW-A)

    About IDFC Gilt 2028 Index Fund of Income Distribution cum cptl Wdrl opt (PIDCW-A)

    IDFC Gilt 2028 Index Fund of Income Distribution cum cptl Wdrl opt (PIDCW-A) is a Other Other fund and has delivered an annualised return of 4.1% over a period of 0 years. The fund was previously known as IDFC Gilt 2028 Index Reg DP . The fund is managed by IDFC Asset Management Company Limited. The fund manager’s name is Anurag Mittal

    IDFC Gilt 2028 Index Fund of Income Distribution cum cptl Wdrl opt (PIDCW-A) 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 . However, there is no assurance that the objective of the scheme will be realized.

    IDFC Gilt 2028 Index Fund of Income Distribution cum cptl Wdrl opt (PIDCW-A) NAV,AUM,Risk

    The IDFC Gilt 2028 Index Fund of Income Distribution cum cptl Wdrl opt (PIDCW-A) fund was launched on Mar 23, 2021. The NAV (Net Asset Value) of this Other Other fund as of 2021-10-21 is ₹10.41. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹317.242. The category risk of the IDFC Gilt 2028 Index Fund of Income Distribution cum cptl Wdrl opt (PIDCW-A) fund is Moderate Risk. The fund charges 0.4 % as expense ratio.

    IDFC Gilt 2028 Index Fund of Income Distribution cum cptl Wdrl opt (PIDCW-A) Holdings

    The fund’s highest allocation is towards Debt and has invested 94.3% in this asset class. The top three holdings of the fund are , 7.17% govt stock 2028 , 8.28% govt stock 2027 , triparty repo , net current assets

    IDFC Gilt 2028 Index Fund of Income Distribution cum cptl Wdrl opt (PIDCW-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.

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