- Mutual Funds
- IDFC Mutual Funds
- IDFC Low Duration Fund (RIDCW-W)
Formerly IDFC Low Duration Reg Wk DR
IDFC Low Duration Fund (RIDCW-W)
₹ 10.088
NAV (May 27)
Top Ranked
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
16 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
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Want the ultra short term debt funds that are right for your short term investment needs?
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 10.088
NAV (May 27)
Fund Returns
Last 1Y | 2.9% |
Last 3Y | 4.7% |
Last 5Y | 4.7% |
Last 10Y | 4.6% |
Since Inception | 4.9% |
6 Month CAGR | 1% |
Scheme Information
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 (16y ago) | Jan 17, 2006 |
AUM in Crores | 6486.109 |
ISIN | INF194K01GB6 |
Lock-in | No Lock-in |
Benchmark | NIFTY Low Duration Debt Index TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
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
Top Debt Holdings
5.63% govt stock 2026
12.1%triparty repo
10.5%hdfc bank limited
7.6%indian bank
4.6%reliance industries limited
4%
Comparison with Debt Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|---|---|---|
₹ 40,402 cr | |||
₹ 16,108 cr | |||
₹ 18,675 cr | |||
₹ 15,495 cr | |||
₹ 40,402 cr |
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.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.4% | 7.8% | ||
5.6% | 8% | ||
12% | 10.8% | ||
7.8% | 8.6% | ||
6.7% | 6.5% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsIDFC Low Duration Fund (RIDCW-W) Review
IDFC Low Duration Fund (RIDCW-W) is a Low Duration Debt fund and has delivered an annualised return of 4.9% over a period of 16 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 managers are Anurag Mittal, Harshal Joshi.
Nav of IDFC Low Duration Fund (RIDCW-W) as of 5/27/2022 is ₹10.09 with the total AUM as of 5/28/2022 is ₹6486.109. With Scripbox you can compare and check the latest nav for all mutual funds in India. IDFC Low Duration Fund (RIDCW-W) was launched on Jan 17, 2006. The category risk of the fund is Low to Moderate Risk.
The minimum SIP amount for IDFC Low Duration Fund (RIDCW-W) 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-W) 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-W) is rated as a 4 fund in Debt and delivered 2.9% 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-W).
Frequently Asked Questions
What is IDFC Low Duration Fund (RIDCW-W)?
How to invest in IDFC Low Duration Fund (RIDCW-W)?
You can invest in IDFC Low Duration Fund (RIDCW-W) 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-W)?
The minimum sip amount for IDFC Low Duration Fund (RIDCW-W) is ₹1000. You can invest in multiples of ₹5000.
Is IDFC Low Duration Fund (RIDCW-W) good to invest in?
As per Scripbox experts, IDFC Low Duration Fund (RIDCW-W) is a Top Ranked fund. You can investIDFC Low Duration Fund (RIDCW-W) 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-W)?
The expense ratio of the IDFC Low Duration Fund (RIDCW-W) is 0.55% for regular plan.