Click here for top ranked funds in conservative hybrid mutual funds.
However, Scripbox does not recommend investing in conservative hybrid mutual funds.
Conservative hybrid funds are primarily debt funds which invest a small amount in Equity instruments.
They will tend to fluctuate a little in line with market movements - providing marginal extra gains when the market moves up and marginally lower returns when the market is down.It’ s better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
No single fund can achieve what a plan can. Learn why
Scheme Information
Investment Objective
The primary objective of the Scheme is to generate regular returns through investment predominantly in debt instruments. The secondary objective of the Scheme is to generate long-term capital appreciation by investing a portion of the Scheme's total assets in equity securities.
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 122,101 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
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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.
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Annual reviews & rebalances
We review your investments and make course corrections every year to make the best out of your investments
About IDFC Savings Fund (DR-M)
About IDFC Savings Fund (DR-M)
IDFC Savings Fund (DR-M) is a conservative hybrid hybrid fund and has delivered an annualised return of % over a period of 11 years .The fund was previously known as IDFC MIP Reg DR.The fund is managed by IDFC Asset Management Company Limited.The fund managers are Anurag Mittal, Sumit Agrawal
IDFC Savings Fund (DR-M) Investment Objective
The primary objective of the Scheme is to generate regular returns through investment predominantly in debt instruments. The secondary objective of the Scheme is to generate long-term capital appreciation by investing a portion of the Scheme's total assets in equity securities. However, there is no assurance that the objective of the scheme will be realized.
IDFC Savings Fund (DR-M) NAV,AUM,Risk
The IDFC Savings Fund (DR-M) fund was launched on Feb 26, 2010. The NAV (Net Asset Value) of this conservative hybrid hybrid as of 2021-03-03 is ₹ 13.5768. The total AUM (Asset Under Management) of the fund as of 2021-03-03 is ₹ 171.945. The category risk of the IDFC Savings Fund (DR-M) fund is Moderately High Risk.
The fund charges 2.18 % as expense ratio.
IDFC Savings Fund (DR-M) Holdings
The fund’s highest allocation is towards debt and has invested 58.4% in this asset class. The top three holdings of the fund are 7.27% govt stock 2026,8.07% gujarat sdl 2025 and 7.32% govt stock 2024
IDFC Savings Fund (DR-M) 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 Savings Fund (DR-M) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 200 India TR INR
IDFC Savings Fund (DR-M) Review
IDFC Savings Fund (DR-M) has a score of 2 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 Savings Fund (DR-M) has a score of 3 out of 5.
Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.
