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 127,434 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.
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
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund 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.
Fund 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 Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About IDFC Savings Fund of Inc Dis cum cptl Wdrl opt (D-Q)
About IDFC Savings Fund of Inc Dis cum cptl Wdrl opt (D-Q)
IDFC Savings Fund of Inc Dis cum cptl Wdrl opt (D-Q) is a conservative hybrid hybrid fund and has delivered an annualised return of 6.0% over a period of 11 years .The fund was previously known as IDFC Regular Savings Reg Qt DP.The fund is managed by IDFC Asset Management Company Limited.The fund managers are Anurag Mittal, Sumit Agrawal
IDFC Savings Fund of Inc Dis cum cptl Wdrl opt (D-Q) 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 of Inc Dis cum cptl Wdrl opt (D-Q) NAV,AUM,Risk
The IDFC Savings Fund of Inc Dis cum cptl Wdrl opt (D-Q) fund was launched on Sep 20, 2010. The NAV (Net Asset Value) of this conservative hybrid hybrid as of 2021-07-22 is ₹ 13.5338. The total AUM (Asset Under Management) of the fund as of 2021-07-23 is ₹ 178.276. The category risk of the IDFC Savings Fund of Inc Dis cum cptl Wdrl opt (D-Q) fund is Moderately High risk.
The fund charges 2.14 % as expense ratio.
IDFC Savings Fund of Inc Dis cum cptl Wdrl opt (D-Q) Holdings
The fund’s highest allocation is towards debt and has invested 59.9% in this asset class. The top three holdings of the fund are 5.63% govt stock 2026,8.07% gujarat sdl 2025 and 8.24% govt stock 2027
IDFC Savings Fund of Inc Dis cum cptl Wdrl opt (D-Q) 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 of Inc Dis cum cptl Wdrl opt (D-Q) 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 of Inc Dis cum cptl Wdrl opt (D-Q) Review
IDFC Savings Fund of Inc Dis cum cptl Wdrl opt (D-Q) has a score of 1 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 of Inc Dis cum cptl Wdrl opt (D-Q) has a score of 2 out of 5.
Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.
