• Mutual Funds
  • IDFC Mutual Funds
  • IDFC Low Duration Fund (RIDCW-Q)

Formerly IDFC Low Duration Reg Qt DR

IDFC Mutual Funds

IDFC Low Duration Fund (RIDCW-Q)

DebtLow Duration

Top Ranked

10.7859

NAV (May 19)

4.6%
3 Year CAGR
Scripbox Opinion

Top Ranked

These are the top-ranked funds within low duration mutual funds.However, Scripbox does not recommend investing in low duration mutual funds.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

11 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

6,487 Cr. Large within the category

Impact of Interest Rate Changes

Low Interest Rate Risk. The impact on fund value is quite low when interest rates change

Credit Quality Of Fund's Portfolio

Moderate Credit Risk. The fund has a moderate credit quality compared to other debt funds

Invest in this fund

Scripbox Recommended Debt Funds

Want the ultra short term debt funds that are right for your short term investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

10.7859

NAV (May 19)

Fund Returns

Last 1Y

2.8%

Last 3Y

4.6%

Last 5Y

4.7%

Last 10Y

4.8%

Since Inception

5%

6 Month CAGR

1%

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.

Expense Ratio

0.55

Launched (11y ago)

Dec 23, 2011

AUM in Crores

6486.109

ISIN

INF194K01US1

Lock-in

No Lock-in

Benchmark

NIFTY Low Duration Debt Index TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Harshal Joshi

Fund Manager

Anurag Mittal

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-05-19

Top Debt Holdings

5.63% govt stock 2026

12.1%
12.1%

triparty repo

10.5%
10.5%

hdfc bank limited

7.6%
7.6%

indian bank

4.6%
4.6%

reliance industries limited

4%
4%
See all holdings
allocation by market cap

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 39,901 cr

5

₹ 16,108 cr

5

₹ 13,070 cr

5

₹ 15,495 cr

5

₹ 39,901 cr

5

About the AMC

IDFC Asset Management Company Limited

IDFC Asset Management Company Limited manages assets worth 123,112 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

  • 022-66289999
  • investormf@idfc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    6.9%

    7.8%

    6.1%

    8%

    13.4%

    10.8%

    7.8%

    8.6%

    7.1%

    6.5%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    IDFC Low Duration Fund (RIDCW-Q) Review

    IDFC Low Duration Fund (RIDCW-Q) is a Low Duration Debt fund and has delivered an annualised return of 5% over a period of 10 years. The fund was previously known as IDFC Low Duration Reg Qt DR. The fund is managed by IDFC Asset Management Company Limited. The fund managers are Anurag Mittal, Harshal Joshi.

    Nav of IDFC Low Duration Fund (RIDCW-Q) as of 5/19/2022 is ₹10.79 with the total AUM as of 5/20/2022 is ₹6486.109. With Scripbox you can compare and check the latest nav for all mutual funds in India. IDFC Low Duration Fund (RIDCW-Q) was launched on Dec 23, 2011. The category risk of the fund is Low to Moderate Risk.

    The minimum SIP amount for IDFC Low Duration Fund (RIDCW-Q) 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. Check your estimated returns on mutual funds by using sip calculator.

    IDFC Low Duration Fund (RIDCW-Q) 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 (RIDCW-Q) is rated as a 4 fund in Debt and delivered 2.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with IDFC Low Duration Fund (RIDCW-Q).

    Frequently Asked Questions

    What is IDFC Low Duration Fund (RIDCW-Q)?

    IDFC Low Duration Fund (RIDCW-Q) is a Low Duration Debt scheme predominantly investing across Debt stocks with an investment objective to generate wealth over the long term.

    How to invest in IDFC Low Duration Fund (RIDCW-Q)?

    You can invest in IDFC Low Duration Fund (RIDCW-Q) 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 Low Duration Fund (RIDCW-Q)?

    The minimum sip amount for IDFC Low Duration Fund (RIDCW-Q) is ₹1000. You can invest in multiples of ₹5000.

    Is IDFC Low Duration Fund (RIDCW-Q) good to invest in?

    As per Scripbox experts, IDFC Low Duration Fund (RIDCW-Q) is a Top Ranked fund. You can investIDFC Low Duration Fund (RIDCW-Q) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the IDFC Low Duration Fund (RIDCW-Q)?

    The expense ratio of the IDFC Low Duration Fund (RIDCW-Q) is 0.55% for regular plan.