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Top 4 Funds
IDFC Mutual Fund Company was formulated in the year 2000. The trustee company that overlooks the affairs of IDFC Mutual Fund is IDFC AMC Trustee Company Limited. The company since its inception has built a strong network to provide consistent values to the investors on their investment. This group was formed as a financier and catalyst to involve the private sector in infrastructure development in the country.
IDFC Limited is a diversified financial institution that offers services in various areas like project finance, financial markets, investment banking, broking, and advisory services. The group received its banking license from Reserve Bank of India to set up a bank on October 01, 2015.
AMC | IDFC Mutual Fund |
---|---|
Date of Setup | March 13, 2000 |
AUM | INR 69590.51 crore (Jun-30-2018) |
Chairman | Mr. Sunil Kakar |
Managing Director & CEO | Mr. Vishal Kapoor |
Headquarters | Mumbai |
Customer Care | 1-800-2666688 |
Telephone | 022 – 66289999 |
Fax | 022 – 24215052 |
Website | www.idfcmf.com |
investormf[AT]idfc.com |
IDFC Mutual Fund Company is one of the reputed Mutual Fund companies in India. The Mutual Fund company ranks high in terms of its AUM. IDFC Asset Management Company Limited manages the schemes of IDFC MF. IDFC Mutual Fund is a part of IDFC Limited, which was set up in the year 1997. The company aims to garner assets by offering stellar products under Equity Funds, Debt fund, and other categories. Furthermore, the online facility offered by IDFC Mutual Fund helps individuals to transact with ease. The fund house offers SIP mode of investment through which individuals can invest in small amounts at regular intervals.
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IDFC Mutual Fund offers a variety of schemes under various categories to satisfy the diverse requirements of individuals. So, let us look at the categories in which IDFC Mutual Fund offers its schemes along with the best schemes under it.
Equity funds are long-term investments in which the corpus in invested in equity and equity-related instruments of various companies. The risk factor of these funds are high, however; the returns are much better as compared to fixed-income instruments. Some of the Best equity funds offered by IDFC MF company include:
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) IDFC Infrastructure Fund Growth ₹31.358
↑ 0.32 ₹761 16.2 27 32.6 35.3 13.8 1.7 IDFC Tax Advantage (ELSS) Fund Growth ₹117.121
↑ 0.52 ₹5,014 11.5 18.2 21 29.6 15.1 4.2 IDFC Core Equity Fund Growth ₹85.644
↑ 0.43 ₹2,802 14.5 18.2 24.1 25.4 12.9 6.9 IDFC Focused Equity Fund Growth ₹59.464
↑ 0.33 ₹1,339 7.3 16.8 12.8 15.6 8 -5 IDFC Sterling Value Fund Growth ₹109.523
↑ 0.63 ₹6,543 12 19.4 23.4 34.8 14.7 3.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23
IDFC debt funds invest their fund in fixed income instruments such as government securities (G-secs), Bonds, commercial papers, and so on. These funds aim to provide stable returns. Thus, investors who are not willing to take higher risks in their investments, can prefer Investing in debt funds. Some of the Best Debt Funds offered by IDFC Mutual Fund are as follows.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2022 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity IDFC Low Duration Fund Growth ₹33.7794
↑ 0.01 ₹5,621 1.5 3.7 6.4 4.6 4 7.22% 10M 24D 11M 24D IDFC Government Securities Fund - Constant Maturity Plan Growth ₹38.6707
↑ 0.01 ₹303 0.1 4.5 6.8 3.6 0.7 7.27% 6Y 5M 26D 9Y 4M 24D IDFC Cash Fund Growth ₹2,772.88
↑ 0.54 ₹13,846 1.7 3.4 6.6 4.5 4.8 6.84% 1M 7D 1M 8D IDFC Money Manager Fund Growth ₹35.3901
↑ 0.01 ₹3,497 1.5 3.5 6.2 4.1 4 7.15% 5M 15D 5M 15D IDFC Government Securities Fund - Investment Plan Growth ₹30.1791
↑ 0.01 ₹1,462 0.2 4 5.6 3.9 1.4 7.29% 4Y 6M 11D 5Y 8M 16D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23
Hybrid or Balanced Fund invests in both equities and debt instruments and have a balanced exposure in both the asset classes. IDFC Mutual Fund aims to provide a long-term capital appreciation with current income. Investors can avail the benefits of higher returns provided by IDFC equity funds and also a regular income provided by IDFC debt instruments. Some of the best hybrid funds of IDFC Mutual Fund are listed below.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) IDFC Regular Savings Fund Growth ₹27.1929
↑ 0.02 ₹140 1.6 5.1 4.6 5.4 5.6 0.1 IDFC Arbitrage Fund Growth ₹28.4935
↑ 0.02 ₹3,494 1.8 3.5 6.6 4.5 4.9 4.1 IDFC Hybrid Equity Fund Growth ₹18.935
↑ 0.06 ₹614 6.9 11.7 11.9 18.3 9.8 -1.1 IDFC Dynamic Equity Fund Growth ₹19.385
↑ 0.04 ₹2,402 4.3 8.7 8.4 9.6 7.8 -1.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23
(Erstwhile IDFC Sterling Equity Fund) To generate capital appreciation from a diversified portfolio of equity and equity related instruments.It will predominantly invest in small and midcap equity and equity related instruments. Small and Midcap equity & equity related instruments will be the stocks included in the Nifty Free Float Midcap 100 or equity and equity related instruments of such companies which have a market capitalization lower than the highest components of Nifty Free Float Midcap 100. It may also invest in stocks other than mid cap stocks (i.e. in stocks, which have a market capitalisation of above the market capitalisation range of the defined small - midcap stocks) & derivatives. On defensive consideration,It may also invest in debt and money market instruments. In case of discontinuation /suspension of Nifty Free Float Midcap 100, the AMC reserves the right tomodify the definition of Mid cap and Small cap companies. In case of such amodification, the interest of investors will be of paramount importance. IDFC Sterling Value Fund is a Equity - Value fund was launched on 7 Mar 08. It is a fund with Moderately High risk and has given a Below is the key information for IDFC Sterling Value Fund Returns up to 1 year are on The investment objective of the Scheme is to seek to generate long term capital growth from a diversified portfolio of predominantly equity and equity related securities. There can be no assurance that the investment objective of the scheme will be realised. IDFC Tax Advantage (ELSS) Fund is a Equity - ELSS fund was launched on 26 Dec 08. It is a fund with Moderately High risk and has given a Below is the key information for IDFC Tax Advantage (ELSS) Fund Returns up to 1 year are on The investment objective of the scheme is to seek to generate long-term capital growth through an active diversified portfolio of predominantly equity and equity related instruments of companies that are participating in and benefiting from growth in Indian infrastructure and infrastructural related activities. However, there can be no assurance that the investment objective of the scheme will be realized. IDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 8 Mar 11. It is a fund with High risk and has given a Below is the key information for IDFC Infrastructure Fund Returns up to 1 year are on (Erstwhile IDFC Classic Equity Fund) The investment objective of the Scheme is to seek to generate
long term capital growth from a diversified portfolio of predominantly equity and equity related instruments. However, there is no assurance or guarantee that the objectives of the scheme will be realized. IDFC Core Equity Fund is a Equity - Large & Mid Cap fund was launched on 9 Aug 05. It is a fund with Moderately High risk and has given a Below is the key information for IDFC Core Equity Fund Returns up to 1 year are on 1. IDFC Sterling Value Fund
CAGR/Annualized
return of 16.7% since its launch. Ranked 21 in Value
category. Return for 2022 was 3.2% , 2021 was 64.5% and 2020 was 15.2% . IDFC Sterling Value Fund
Growth Launch Date 7 Mar 08 NAV (22 Aug 23) ₹109.523 ↑ 0.63 (0.58 %) Net Assets (Cr) ₹6,543 on 31 Jul 23 Category Equity - Value AMC IDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.95 Sharpe Ratio 1.79 Information Ratio 1.74 Alpha Ratio 9.48 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 18 ₹10,000 31 Aug 19 ₹7,940 31 Aug 20 ₹7,915 31 Aug 21 ₹14,509 31 Aug 22 ₹16,357 31 Aug 23 ₹19,805 Returns for IDFC Sterling Value Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 22 Aug 23 Duration Returns 1 Month 1.6% 3 Month 12% 6 Month 19.4% 1 Year 23.4% 3 Year 34.8% 5 Year 14.7% 10 Year 15 Year Since launch 16.7% Historical performance (Yearly) on absolute basis
Year Returns 2022 3.2% 2021 64.5% 2020 15.2% 2019 -6.2% 2018 -13% 2017 61.3% 2016 1.1% 2015 -0.3% 2014 57.3% 2013 4.9% Fund Manager information for IDFC Sterling Value Fund
Name Since Tenure Daylynn Pinto 20 Oct 16 6.87 Yr. Nishita Shah 31 Jul 23 0.09 Yr. Data below for IDFC Sterling Value Fund as on 31 Jul 23
Equity Sector Allocation
Sector Value Financial Services 23.98% Consumer Cyclical 16.06% Industrials 13.02% Basic Materials 9.7% Health Care 8.5% Consumer Defensive 8.24% Technology 6.27% Energy 4.69% Utility 3.68% Asset Allocation
Asset Class Value Cash 5.86% Equity 94.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | 5322154% ₹292 Cr 3,000,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK4% ₹288 Cr 3,000,000 Jindal Steel & Power Ltd Shs Dematerialised (Basic Materials)
Equity, Since 30 Apr 17 | 5322863% ₹205 Cr 3,000,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Aug 15 | 5000933% ₹189 Cr 4,400,000 ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 22 | ITC3% ₹176 Cr 4,000,000 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 22 | HDFCBANK3% ₹173 Cr 1,100,000 Poonawalla Fincorp Ltd (Financial Services)
Equity, Since 31 May 16 | POONAWALLA3% ₹171 Cr 4,100,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 22 | RELIANCE3% ₹168 Cr 700,000 State Bank of India (Financial Services)
Equity, Since 30 Apr 21 | SBIN2% ₹152 Cr 2,700,000 KEC International Ltd (Industrials)
Equity, Since 31 Jul 15 | 5327142% ₹149 Cr 2,220,000
↑ 20,000 2. IDFC Tax Advantage (ELSS) Fund
CAGR/Annualized
return of 18.3% since its launch. Ranked 3 in ELSS
category. Return for 2022 was 4.2% , 2021 was 49.2% and 2020 was 18.7% . IDFC Tax Advantage (ELSS) Fund
Growth Launch Date 26 Dec 08 NAV (22 Aug 23) ₹117.121 ↑ 0.52 (0.45 %) Net Assets (Cr) ₹5,014 on 31 Jul 23 Category Equity - ELSS AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.95 Sharpe Ratio 1.5 Information Ratio 1.29 Alpha Ratio 6.92 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Aug 18 ₹10,000 31 Aug 19 ₹8,554 31 Aug 20 ₹9,030 31 Aug 21 ₹15,243 31 Aug 22 ₹16,746 31 Aug 23 ₹19,960 Returns for IDFC Tax Advantage (ELSS) Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 22 Aug 23 Duration Returns 1 Month 1.3% 3 Month 11.5% 6 Month 18.2% 1 Year 21% 3 Year 29.6% 5 Year 15.1% 10 Year 15 Year Since launch 18.3% Historical performance (Yearly) on absolute basis
Year Returns 2022 4.2% 2021 49.2% 2020 18.7% 2019 1.9% 2018 -9.4% 2017 53.4% 2016 0.4% 2015 6.9% 2014 42.2% 2013 15% Fund Manager information for IDFC Tax Advantage (ELSS) Fund
Name Since Tenure Daylynn Pinto 20 Oct 16 6.87 Yr. Nishita Shah 31 Jul 23 0.09 Yr. Data below for IDFC Tax Advantage (ELSS) Fund as on 31 Jul 23
Equity Sector Allocation
Sector Value Financial Services 26.52% Industrials 15.15% Consumer Cyclical 13.31% Basic Materials 10.56% Technology 8.39% Health Care 7.15% Consumer Defensive 6.64% Energy 4.27% Communication Services 2.15% Utility 1.74% Asset Allocation
Asset Class Value Cash 4.11% Equity 95.89% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | ICICIBANK7% ₹364 Cr 3,800,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK6% ₹284 Cr 1,806,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE4% ₹217 Cr 900,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | 5322154% ₹195 Cr 2,000,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY4% ₹194 Cr 1,350,000 State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN3% ₹152 Cr 2,700,000 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 May 20 | TATAMOTORS3% ₹150 Cr 2,500,000
↓ -100,000 NCC Ltd (Industrials)
Equity, Since 28 Feb 19 | NCC2% ₹115 Cr 6,800,000
↓ -700,000 KEC International Ltd (Industrials)
Equity, Since 30 Sep 15 | 5327142% ₹114 Cr 1,700,000 Jindal Steel & Power Ltd Shs Dematerialised (Basic Materials)
Equity, Since 31 Mar 18 | 5322862% ₹110 Cr 1,600,000 3. IDFC Infrastructure Fund
CAGR/Annualized
return of 9.6% since its launch. Ranked 1 in Sectoral
category. Return for 2022 was 1.7% , 2021 was 64.8% and 2020 was 6.3% . IDFC Infrastructure Fund
Growth Launch Date 8 Mar 11 NAV (22 Aug 23) ₹31.358 ↑ 0.32 (1.02 %) Net Assets (Cr) ₹761 on 31 Jul 23 Category Equity - Sectoral AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk High Expense Ratio 2.44 Sharpe Ratio 2.14 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 18 ₹10,000 31 Aug 19 ₹7,910 31 Aug 20 ₹7,278 31 Aug 21 ₹13,988 31 Aug 22 ₹14,690 31 Aug 23 ₹18,945 Returns for IDFC Infrastructure Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 22 Aug 23 Duration Returns 1 Month 3.9% 3 Month 16.2% 6 Month 27% 1 Year 32.6% 3 Year 35.3% 5 Year 13.8% 10 Year 15 Year Since launch 9.6% Historical performance (Yearly) on absolute basis
Year Returns 2022 1.7% 2021 64.8% 2020 6.3% 2019 -5.3% 2018 -25.9% 2017 58.7% 2016 10.7% 2015 -0.2% 2014 43.2% 2013 -10.8% Fund Manager information for IDFC Infrastructure Fund
Name Since Tenure Sachin Relekar 8 Dec 20 2.73 Yr. Nishita Shah 31 Jul 23 0.09 Yr. Data below for IDFC Infrastructure Fund as on 31 Jul 23
Equity Sector Allocation
Sector Value Industrials 59.59% Basic Materials 18.04% Utility 11.32% Communication Services 4.75% Real Estate 1.47% Asset Allocation
Asset Class Value Cash 4.84% Equity 95.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT8% ₹65 Cr 239,119 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | ULTRACEMCO7% ₹53 Cr 63,297 Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS5% ₹40 Cr 466,186 ABB India Ltd (Industrials)
Equity, Since 31 Jul 21 | ABB5% ₹37 Cr 84,622
↓ -9,189 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL5% ₹35 Cr 2,664,600 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL5% ₹35 Cr 408,700 JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 17 | JKCEMENT4% ₹32 Cr 96,880 Thermax Ltd (Industrials)
Equity, Since 30 Sep 19 | THERMAX4% ₹32 Cr 112,443
↓ -8,532 Ahluwalia Contracts (India) Ltd (Industrials)
Equity, Since 30 Apr 15 | AHLUCONT4% ₹31 Cr 431,238 Torrent Power Ltd (Utilities)
Equity, Since 31 Mar 18 | 5327794% ₹29 Cr 442,900 4. IDFC Core Equity Fund
CAGR/Annualized
return of 12.6% since its launch. Ranked 23 in Large & Mid Cap
category. Return for 2022 was 6.9% , 2021 was 34.1% and 2020 was 12.9% . IDFC Core Equity Fund
Growth Launch Date 9 Aug 05 NAV (22 Aug 23) ₹85.644 ↑ 0.43 (0.51 %) Net Assets (Cr) ₹2,802 on 31 Jul 23 Category Equity - Large & Mid Cap AMC IDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.05 Sharpe Ratio 1.56 Information Ratio -0.17 Alpha Ratio 5.31 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 18 ₹10,000 31 Aug 19 ₹8,685 31 Aug 20 ₹9,075 31 Aug 21 ₹14,104 31 Aug 22 ₹14,936 31 Aug 23 ₹18,122 Returns for IDFC Core Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 22 Aug 23 Duration Returns 1 Month 2.6% 3 Month 14.5% 6 Month 18.2% 1 Year 24.1% 3 Year 25.4% 5 Year 12.9% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2022 6.9% 2021 34.1% 2020 12.9% 2019 3.7% 2018 -5.1% 2017 37.3% 2016 8% 2015 5.2% 2014 28.6% 2013 2.5% Fund Manager information for IDFC Core Equity Fund
Name Since Tenure Manish Gunwani 28 Jan 23 0.59 Yr. Nishita Shah 31 Jul 23 0.09 Yr. Rahul Agarwal 28 Aug 23 0.01 Yr. Data below for IDFC Core Equity Fund as on 31 Jul 23
Equity Sector Allocation
Sector Value Financial Services 30.52% Consumer Cyclical 13.95% Industrials 11.17% Technology 9.52% Health Care 8.15% Basic Materials 7.86% Consumer Defensive 4.18% Energy 3.82% Utility 3.54% Communication Services 1.94% Real Estate 1.76% Asset Allocation
Asset Class Value Cash 3.58% Equity 96.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFCBANK7% ₹197 Cr 1,251,035 ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 16 | ICICIBANK5% ₹153 Cr 1,598,602
↓ -280,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 14 | 5322155% ₹141 Cr 1,452,384
↑ 80,000 Infosys Ltd (Technology)
Equity, Since 31 May 11 | INFY5% ₹129 Cr 900,595
↑ 60,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 20 | RELIANCE4% ₹109 Cr 452,000
↓ -30,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 23 | LT3% ₹76 Cr 280,000 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 22 | ITC2% ₹69 Cr 1,567,230 Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 23 | 5328102% ₹57 Cr 2,200,000
↓ -700,000 Suzlon Energy Ltd (Industrials)
Equity, Since 31 May 23 | SUZLON2% ₹53 Cr 21,547,009
↑ 8,547,009 Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Jul 23 | HINDALCO2% ₹49 Cr 1,075,000
↑ 350,000
After SEBI's (Securities and Exchange Board of India) circulation on re-categorisation and rationalisation of open-ended Mutual Funds, many Mutual Fund Houses are incorporating changes in their scheme names and categories. SEBI introduced new and broad categories in Mutual Funds in order to bring uniformity in similar schemes launched by the different Mutual Funds. This is to aim and ensure that investors can find it easier to compare the products and evaluate the different options available before investing in a scheme.
Here is a list of IDFC schemes that got new names:
Existing Scheme Name | New Scheme Name |
---|---|
IDFC Classic Equity Fund | IDFC Core Equity Fund |
IDFC Government Securities Fund - Short term plan | IDFC Government Securities Fund - Constant Maturity Plan |
IDFC Ultra Short Term fund | IDFC Low Duration Fund |
IDFC Money Manager Fund - Treasury Plan | IDFC Money Manager Fund |
IDFC Monthly Income Plan | IDFC Regular Savings Fund |
IDFC Sterling Equity Fund | IDFC Sterling value fund |
IDFC Arbitrage Plus Fund | IDFC Equity Savings Fund |
IDFC Balanced Fund | IDFC Hybrid Equity Fund |
IDFC Credit Opportunities Fund | IDFC Credit Risk Fund |
IDFC Equity Fund | IDFC Large cap fund |
IDFC Premier Equity Fund | IDFC Multi Cap Fund |
IDFC Super Saver Income Fund - Investment plan | IDFC Bond Fund Long Term Plan |
IDFC Super Saver Income Fund - Medium Term Plan | IDFC Bond Fund Medium Term Plan |
IDFC Super Saver Income Fund - Short Term Plan | IDFC Bond Fund Short Term Plan |
*Note-The list will be updated as and when we get an insight about the changes in the scheme names.
IDFC Mutual Fund offers SIP or Systematic Investment Plan mode of investment in most of its schemes. In SIP mode, individuals can invest small amounts at regular intervals. SIP is popularly known for its goal-based investments that helps individuals to attain long-term goals through small investments. The minimum SIP investment in case of IDFC Mutual Fund is INR 500.
sip calculator helps people to check how their investment grows over a given timeframe. Also, known as mutual fund calculator, people can even use it to assess how much they need to invest today to attain their future investment objectives. While using the calculator, all you need to do is fill some inputs like- investment amount & tenure that wish to invest in and expected long-term growth rate. You will get the output as your result.
Know Your Monthly SIP Amount
Open Free Investment Account for Lifetime at Fincash.com.
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
The Net Asset Value or NAV of various schemes of IDFC MF can be found on AMFI’s website. In addition, both these details can be found on the fund house’s website too. Both these websites show both the current as well as historical NAV for any given particular scheme. NAV of a particular scheme shows its performance for a given timeframe.
You can get your IDFC Mutual Fund account statement online or by calling on their toll-free number 1-800-2666688.
You can generate your Account Statement online by visiting their website. You can just click on 'Transaction Report' under 'Account Transactions' in the logged-in Section and you can generate an account statement for a date range for any of your accounts. You can choose the Folio, Scheme and Transaction Type with an option to check the status of your account statement. You can finally print this statement, save it as a pdf or send it via email.
IDFC Mutual Fund offers an online mode of investment in Mutual Funds. Through online mode, individuals can invest in numerous schemes of IDFC from anywhere and at any time. In addition, individuals can also check the performance of their schemes, purchase and sell the units of Mutual Fund scheme, check NAV of their schemes through online mode. By opting for online mode, individuals can invest either through a distributor’s website or through the AMC’s website. However, it is advised to invest through a distributor as individuals can find and compare a number of schemes.
The list of reasons why individuals choose to invest in schemes of IDFC is as follows.
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IDFC Limited