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Scheme Information
Investment Objective
The Scheme seeks to offer an investment avenue for short term savings by looking to generate stable returns 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 3 to 6 months. There is no assurance or guarantee that the objectives of the scheme will be realised.
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 121,174 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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Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.
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Create an Account
Create an account with Scripbox through a paperless process, to invest in this fund
Invest online & transfer
Invest via netbanking, UPI or through an SIP (eNACH mandate).
Track your investments
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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
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About IDFC Ultra Short Term Fund (DR-Q)
About IDFC Ultra Short Term Fund (DR-Q)
IDFC Ultra Short Term Fund (DR-Q) is a ultra short debt fund and has delivered an annualised return of 5.0% over a period of 3 years ..The fund is managed by IDFC Asset Management Company Limited.The fund manager’s name is Harshal Joshi.
IDFC Ultra Short Term Fund (DR-Q) Investment Objective
The Scheme seeks to offer an investment avenue for short term savings by looking to generate stable returns 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 3 to 6 months. There is no assurance or guarantee that the objectives of the scheme will be realised. However, there is no assurance that the objective of the scheme will be realized.
IDFC Ultra Short Term Fund (DR-Q) NAV,AUM,Risk
The IDFC Ultra Short Term Fund (DR-Q) fund was launched on Jul 18, 2018. The NAV (Net Asset Value) of this ultra short debt as of 2021-04-22 is ₹ 10.1254. The total AUM (Asset Under Management) of the fund as of 2021-04-23 is ₹ 4526.985. The category risk of the IDFC Ultra Short Term Fund (DR-Q) fund is Low to Moderate Risk.
The fund charges 0.42 % as expense ratio.
IDFC Ultra Short Term Fund (DR-Q) Holdings
The fund’s highest allocation is towards others and has invested 77.8% in this asset class. The top three holdings of the fund are 364 dtb 29042021,7.94% govt stock 2021 and 364 dtb 27052021
IDFC Ultra Short Term Fund (DR-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 Ultra Short Term Fund (DR-Q) 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 .
IDFC Ultra Short Term Fund (DR-Q) Review
IDFC Ultra Short Term Fund (DR-Q) has a score of 3 on a scale of 5. The fund scores 2 out of 5 based on historical performance. As compared to the other funds in its category, IDFC Ultra Short Term Fund (DR-Q) 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.
