This fund is recommended for investment within low duration mutual funds.
Low Duration funds provide relative safety of capital with growth at par with inflation and are suitable for investment objectives with duration of 1-5 years or longer.
The Scheme seeks to offer an investment avenue for short term savings by looking to generate returns commensurate with a low risk strategy from a portfolio that is invested in debt and money market securities such that the Macaulay duration of the portfolio is between 6 months and 12 months.
Low
Moderately Low
Moderate
Moderately High
High
Moderately Low risk
0.5%
Expense Ratio
17th Jan, 2006
Launched (14y ago)
₹
6,140
AUM in Crores
INF194K01FU8
ISIN
No Lock-in
Lock-in
NIFTY Low Duration Debt Index TR INR
Benchmark
₹
1000
SIP Minimum
₹
5000
Lumpsum Min.
Fund Managers
Anurag Mittal
Fund Manager
Returns Calculator Comparison
of
for
Instrument
Returns
Total Corpus
Gains
Annualised %
Mutual Fund
11.25%
EPF
Property
PPF
Bank FD
Gold
Savings Bank
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.
IDFC Asset Management Company Limited manages assets worth ₹ 115,596 crores. It's current offering of mutual fund schemes includes 30 equity, 195 debt and 32 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
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?
Recommended
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.
Top Ranked
These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.
Not Recommended
Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are
preferred
Category View
We check if the sub-category of the fund is recommended by us
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack
Track Record
We look at consistent and long historical performance for our analysis
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better
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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Scripbox has helped over 2500 people become millionaires in the last 7
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About IDFC Low Duration Fund (Growth)
About IDFC Low Duration Fund (Growth)
IDFC Low Duration Fund (Growth) is a Low Duration Debt fund and has delivered an annualised return of 7.67% over a period of 14 years.
The fund was previously known as IDFC US/T Reg Gr.
The fund is managed by IDFC Asset Management Company Limited.
The fund manager’s name is Anurag Mittal.
IDFC Low Duration Fund (Growth) Investment Objective
The Scheme seeks to offer an investment avenue for short term savings by looking to generate returns commensurate with a low risk strategy from a portfolio that is invested in debt and money market securities such that the Macaulay duration of the portfolio is between 6 months and 12 months.
However, there is no assurance that the objective of the scheme will be realized.
Currently, the fund is recommended by Scripbox.
IDFC Low Duration Fund (Growth) NAV, AUM and Risk
The fund was launched on 2006-01-17. The NAV of the fund as of 2020-09-29 is ₹ 29.63. The total AUM of the fund as of 2020-09-29 is ₹ 6,140 Cr. The category risk of the fund is Moderately Low risk
The fund charges 0.5 % as expense ratio.
IDFC Low Duration Fund (Growth) Holdings
The fund’s highest allocation is towards debt and has invested 56.34% in this asset class.
The top three holdings of the fund are 8.12% govt stock 2020, triparty repo and 91 dtb 29102020.
IDFC Low Duration Fund (Growth) 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 Low Duration Fund (Growth) Investment volatility and Horizon
This fund 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 NIFTY Low Duration Debt Index TR INR.
