IDFC Low Duration Fund of Income Distribution cum cptl Wdrl opt (RIDCW-W) 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.
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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 123,045 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.
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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.
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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.
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About IDFC Low Duration Fund of Income Distribution cum cptl Wdrl opt (RIDCW-W)
About IDFC Low Duration Fund of Income Distribution cum cptl Wdrl opt (RIDCW-W)
IDFC Low Duration Fund of Income Distribution cum cptl Wdrl opt (RIDCW-W) is a low duration debt fund and has delivered an annualised return of 5.0% over a period of 15 years .The fund was previously known as IDFC Low Duration Reg Wk DR.The fund is managed by IDFC Asset Management Company Limited.The fund manager’s name is Anurag Mittal.
IDFC Low Duration Fund of Income Distribution cum cptl Wdrl opt (RIDCW-W) 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.
IDFC Low Duration Fund of Income Distribution cum cptl Wdrl opt (RIDCW-W) NAV,AUM,Risk
The IDFC Low Duration Fund of Income Distribution cum cptl Wdrl opt (RIDCW-W) fund was launched on Jan 17, 2006. The NAV (Net Asset Value) of this low duration debt as of 2021-05-06 is ₹ 10.1159. The total AUM (Asset Under Management) of the fund as of 2021-05-07 is ₹ 6881.148. The category risk of the IDFC Low Duration Fund of Income Distribution cum cptl Wdrl opt (RIDCW-W) fund is Low to Moderate Risk.
The fund charges 0.52 % as expense ratio.
IDFC Low Duration Fund of Income Distribution cum cptl Wdrl opt (RIDCW-W) Holdings
The fund’s highest allocation is towards others and has invested 52.2% in this asset class. The top three holdings of the fund are 8.79% govt stock 2021,rural electrification corporation limited and housing development finance corporation limited
IDFC Low Duration Fund of Income Distribution cum cptl Wdrl opt (RIDCW-W) 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 of Income Distribution cum cptl Wdrl opt (RIDCW-W) 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 of Income Distribution cum cptl Wdrl opt (RIDCW-W) Review
IDFC Low Duration Fund of Income Distribution cum cptl Wdrl opt (RIDCW-W) has a score of 5 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, IDFC Low Duration Fund of Income Distribution cum cptl Wdrl opt (RIDCW-W) 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.
