This fund is recommended for investment within low duration mutual funds.
Low duration funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
No single fund can achieve what a plan can. Learn why
Scheme Information
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.
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 123,560 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.
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
Not Recommended
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
How to invest in Scripbox Mutual Funds?
Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.
Choose a plan
Choose a plan to invest to start investing
Create an Account
Create an account with Scripbox through a paperless process, to invest in this fund
Invest online & transfer
Invest via netbanking, UPI or through an SIP (eNACH mandate).
Track your investments
Track, invest more and withdraw your investments through the Scripbox dashboard
The Scripbox Promise
Scripbox has helped over 2500 people become millionaires in the last 7 years
You'll never have to worry about what funds to choose. We'll suggest what's best for you.
Continuous monitoring & alerts
We will track our recommendations and suggest changes & fund exists whenever required.
All week call assistance
Our customer champions are available 7 days a week from 8AM to 8PM.
Annual reviews & rebalances
We review your investments and make course corrections every year to make the best out of your investments
About IDFC Low Duration Fund (G)
About IDFC Low Duration Fund (G)
IDFC Low Duration Fund (G) is a low duration debt fund and has delivered an annualised return of 7.6% over a period of 15 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 (G) 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 (G) NAV,AUM,Risk
The IDFC Low Duration Fund (G) fund was launched on Jan 17, 2006. The NAV (Net Asset Value) of this low duration debt as of 2021-01-20 is ₹ 30.0105. The total AUM (Asset Under Management) of the fund as of 2021-01-21 is ₹ 7149.833. The category risk of the IDFC Low Duration Fund (G) fund is Moderately Low risk.
The fund charges 0.51 % as expense ratio.
IDFC Low Duration Fund (G) Holdings
The fund’s highest allocation is towards others and has invested 53.8% in this asset class. The top three holdings of the fund are 182 dtb 18032021,rural electrification corporation limited and 182 dtb 04032021
IDFC Low Duration Fund (G) 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 (G) 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.
IDFC Low Duration Fund (G) Review
IDFC Low Duration Fund (G) has a score of 5 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, IDFC Low Duration Fund (G) has a score of 4 out of 5.
The credit risk of the fund is 4 out of 5 as compared to other debt funds.
