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IDFC Mutual Fund

Updated on August 14, 2022 , 9456 views

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-MF

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
Email investormf[AT]idfc.com

About IDFC MF

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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Best Mutual Funds Offered by IDFC Mutual Fund

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.

Best IDFC Equity Funds

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:

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
IDFC Tax Advantage (ELSS) Fund Growth ₹99.691
↑ 0.35
₹3,3999.13.511.224.913.849.2
IDFC Infrastructure Fund Growth ₹24.021
↑ 0.07
₹5697.72.63.321.37.664.8
IDFC Core Equity Fund Growth ₹70.969
↑ 0.31
₹2,16510.947.519.610.634.1
IDFC Focused Equity Fund Growth ₹54.204
↑ 0.30
₹1,21111.315.817.58.224.6
IDFC Sterling Value Fund Growth ₹91.105
↑ 0.49
₹4,2548.33.712.826.812.464.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Aug 22

Best IDFC Debt Funds

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.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2021 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
IDFC Low Duration Fund Growth ₹31.7248
↑ 0.04
₹6,4911.41.63.35.13.56.1%10M 11D11M 11D
IDFC Cash Fund Growth ₹2,598.75
↑ 0.42
₹13,8501.22.13.83.93.25.05%1M 12D1M 13D
IDFC Money Manager Fund Growth ₹33.2871
↑ 0.03
₹3,1991.21.73.24.12.95.79%4M 22D4M 22D
IDFC Government Securities Fund - Investment Plan Growth ₹28.6433
↑ 0.10
₹1,3772.3-0.31.76.12.17.21%3Y 3M 14D3Y 9M 14D
IDFC Bond Fund Medium Term Plan Growth ₹37.9102
↑ 0.12
₹2,2892.2-0.21.55.22.47.21%3Y 3M3Y 8M 26D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Aug 22

Best Hybrid Funds by IDFC

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.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
IDFC Regular Savings Fund Growth ₹26.1767
↑ 0.11
₹1713.60.52.26.35.46
IDFC Arbitrage Fund Growth ₹26.6897
↑ 0.01
₹4,4360.71.333.74.73.5
IDFC Hybrid Equity Fund Growth ₹17.252
↑ 0.07
₹5378.82.73.616.68.930.8
IDFC Dynamic Equity Fund Growth ₹18.187
↑ 0.07
₹2,8687.61.92.711.48.415.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Aug 22

1. IDFC Sterling Value Fund

(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 CAGR/Annualized return of 16.5% since its launch.  Ranked 21 in Value category.  Return for 2021 was 64.5% , 2020 was 15.2% and 2019 was -6.2% .

Below is the key information for IDFC Sterling Value Fund

IDFC Sterling Value Fund
Growth
Launch Date 7 Mar 08
NAV (17 Aug 22) ₹91.105 ↑ 0.49   (0.54 %)
Net Assets (Cr) ₹4,254 on 30 Jun 22
Category Equity - Value
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.07
Sharpe Ratio 0.18
Information Ratio 0.28
Alpha Ratio 5.09
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.

DateValue
31 Jul 17₹10,000
31 Jul 18₹10,762
31 Jul 19₹8,957
31 Jul 20₹7,795
31 Jul 21₹15,886
31 Jul 22₹17,191

IDFC Sterling Value Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for IDFC Sterling Value Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Aug 22

DurationReturns
1 Month 8.9%
3 Month 8.3%
6 Month 3.7%
1 Year 12.8%
3 Year 26.8%
5 Year 12.4%
10 Year
15 Year
Since launch 16.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 45%
Fund Manager information for IDFC Sterling Value Fund
NameSinceTenure
Anoop Bhaskar30 Apr 166.25 Yr.
Daylynn Pinto20 Oct 165.78 Yr.

Data below for IDFC Sterling Value Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Financial Services20.07%
Consumer Cyclical19.65%
Industrials14.39%
Consumer Defensive9.79%
Basic Materials8.56%
Health Care8.13%
Technology6.63%
Utility2.28%
Energy2.14%
Communication Services0.87%
Asset Allocation
Asset ClassValue
Cash7.49%
Equity92.51%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
5%₹205 Cr2,900,000
VRL Logistics Ltd (Industrials)
Equity, Since 30 Apr 15 | VRLLOG
3%₹131 Cr2,100,000
↓ -100,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | 532215
3%₹127 Cr2,000,000
↑ 200,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 21 | SBIN
3%₹116 Cr2,500,000
Minda Industries Ltd (Consumer Cyclical)
Equity, Since 31 Aug 16 | MINDAIND
3%₹115 Cr1,250,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Aug 15 | 500093
3%₹115 Cr6,000,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 21 | TCS
3%₹114 Cr350,000
Greenpanel Industries Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Oct 19 | GREENPANEL
3%₹113 Cr2,600,000
↑ 75,000
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 30 Apr 17 | 532286
3%₹112 Cr3,400,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 May 16 | 500850
3%₹106 Cr4,723,229

2. IDFC Tax Advantage (ELSS) 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 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 CAGR/Annualized return of 18.4% since its launch.  Ranked 3 in ELSS category.  Return for 2021 was 49.2% , 2020 was 18.7% and 2019 was 1.9% .

Below is the key information for IDFC Tax Advantage (ELSS) Fund

IDFC Tax Advantage (ELSS) Fund
Growth
Launch Date 26 Dec 08
NAV (17 Aug 22) ₹99.691 ↑ 0.35   (0.35 %)
Net Assets (Cr) ₹3,399 on 30 Jun 22
Category Equity - ELSS
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.06
Sharpe Ratio -0.05
Information Ratio 0.31
Alpha Ratio 1.7
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Jul 17₹10,000
31 Jul 18₹10,996
31 Jul 19₹9,969
31 Jul 20₹9,599
31 Jul 21₹16,948
31 Jul 22₹18,229

IDFC Tax Advantage (ELSS) Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for IDFC Tax Advantage (ELSS) Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Aug 22

DurationReturns
1 Month 9.9%
3 Month 9.1%
6 Month 3.5%
1 Year 11.2%
3 Year 24.9%
5 Year 13.8%
10 Year
15 Year
Since launch 18.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 36.2%
Fund Manager information for IDFC Tax Advantage (ELSS) Fund
NameSinceTenure
Daylynn Pinto20 Oct 165.78 Yr.

Data below for IDFC Tax Advantage (ELSS) Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Financial Services25.75%
Consumer Cyclical18.01%
Industrials13.09%
Technology10.99%
Basic Materials10.24%
Health Care7.5%
Energy4.2%
Consumer Defensive3.35%
Communication Services2.82%
Asset Allocation
Asset ClassValue
Cash4.04%
Equity95.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | ICICIBANK
8%₹269 Cr3,800,000
Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY
6%₹205 Cr1,400,000
State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN
5%₹163 Cr3,500,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE
4%₹143 Cr550,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
4%₹142 Cr1,050,000
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 May 20 | TATAMOTORS
3%₹115 Cr2,800,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 20 | M&M
3%₹98 Cr900,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL
3%₹96 Cr1,400,000
VRL Logistics Ltd (Industrials)
Equity, Since 30 Nov 15 | VRLLOG
3%₹94 Cr1,500,000
↓ -50,000
Greenpanel Industries Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jul 19 | GREENPANEL
3%₹87 Cr2,010,000
↑ 10,000

3. IDFC Infrastructure Fund

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 CAGR/Annualized return of 8% since its launch.  Ranked 1 in Sectoral category.  Return for 2021 was 64.8% , 2020 was 6.3% and 2019 was -5.3% .

Below is the key information for IDFC Infrastructure Fund

IDFC Infrastructure Fund
Growth
Launch Date 8 Mar 11
NAV (17 Aug 22) ₹24.021 ↑ 0.07   (0.29 %)
Net Assets (Cr) ₹569 on 30 Jun 22
Category Equity - Sectoral
AMC IDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.51
Sharpe Ratio -0.49
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.

DateValue
31 Jul 17₹10,000
31 Jul 18₹9,741
31 Jul 19₹8,298
31 Jul 20₹6,872
31 Jul 21₹13,774
31 Jul 22₹13,726

IDFC Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for IDFC Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Aug 22

DurationReturns
1 Month 11.2%
3 Month 7.7%
6 Month 2.6%
1 Year 3.3%
3 Year 21.3%
5 Year 7.6%
10 Year
15 Year
Since launch 8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 10%
Fund Manager information for IDFC Infrastructure Fund
NameSinceTenure
Sachin Relekar8 Dec 201.64 Yr.

Data below for IDFC Infrastructure Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Industrials58.54%
Basic Materials21.5%
Utility8.29%
Communication Services5.09%
Real Estate1.43%
Energy0.95%
Asset Allocation
Asset ClassValue
Cash4.2%
Equity95.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
10%₹57 Cr365,000
Transport Corp of India Ltd (Industrials)
Equity, Since 31 Mar 18 | TCI
8%₹43 Cr641,924
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | ULTRACEMCO
7%₹40 Cr72,000
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 17 | JKCEMENT
5%₹30 Cr142,284
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
5%₹28 Cr408,700
Thermax Ltd (Industrials)
Equity, Since 30 Sep 19 | THERMAX
5%₹26 Cr124,395
H.G. Infra Engineering Ltd Ordinary Shares (Industrials)
Equity, Since 28 Feb 18 | HGINFRA
4%₹24 Cr461,127
ABB India Ltd (Industrials)
Equity, Since 31 Jul 21 | ABB
4%₹22 Cr93,811
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL
4%₹21 Cr888,200
PNC Infratech Ltd (Industrials)
Equity, Since 31 Oct 15 | PNCINFRA
4%₹20 Cr829,700

4. IDFC Core Equity Fund

(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 CAGR/Annualized return of 12.2% since its launch.  Ranked 23 in Large & Mid Cap category.  Return for 2021 was 34.1% , 2020 was 12.9% and 2019 was 3.7% .

Below is the key information for IDFC Core Equity Fund

IDFC Core Equity Fund
Growth
Launch Date 9 Aug 05
NAV (17 Aug 22) ₹70.969 ↑ 0.31   (0.43 %)
Net Assets (Cr) ₹2,165 on 30 Jun 22
Category Equity - Large & Mid Cap
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.09
Sharpe Ratio -0.35
Information Ratio -0.82
Alpha Ratio -2.14
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.

DateValue
31 Jul 17₹10,000
31 Jul 18₹10,735
31 Jul 19₹9,814
31 Jul 20₹9,459
31 Jul 21₹15,128
31 Jul 22₹15,837

IDFC Core Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for IDFC Core Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Aug 22

DurationReturns
1 Month 10.1%
3 Month 10.9%
6 Month 4%
1 Year 7.5%
3 Year 19.6%
5 Year 10.6%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 37.3%
Fund Manager information for IDFC Core Equity Fund
NameSinceTenure
Anoop Bhaskar30 Apr 166.25 Yr.

Data below for IDFC Core Equity Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Financial Services25.89%
Consumer Cyclical19.29%
Technology11.98%
Industrials11.1%
Basic Materials8.7%
Health Care7.55%
Communication Services3.83%
Energy3.8%
Consumer Defensive2.85%
Utility2.65%
Asset Allocation
Asset ClassValue
Cash2.36%
Equity97.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 16 | ICICIBANK
7%₹146 Cr2,071,000
↓ -48,805
Infosys Ltd (Technology)
Equity, Since 31 May 11 | INFY
6%₹134 Cr918,000
↓ -1,802
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFCBANK
6%₹126 Cr934,017
State Bank of India (Financial Services)
Equity, Since 30 Nov 11 | SBIN
4%₹93 Cr2,004,000
↓ -4,699
Reliance Industries Ltd (Energy)
Equity, Since 31 May 20 | RELIANCE
4%₹82 Cr317,000
↓ -25,338
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 May 20 | M&M
4%₹77 Cr700,000
↓ -19,413
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 20 | BHARTIARTL
3%₹67 Cr975,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 May 16 | 500850
3%₹60 Cr2,680,861
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
2%₹54 Cr344,911
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | TATAMOTORS
2%₹53 Cr1,295,758

List of Name Change in Schemes of IDFC Mutual Fund

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 SIP Mutual Fund

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.

IDFC Mutual Fund Calculator or SIP Calculator

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

   
My Goal Amount:
Goal Tenure:
Years
Expected Annual Returns:
%
Total investment required is ₹3/month for 20 Years
  or   ₹257 one time (Lumpsum)
to achieve ₹5,000
Invest Now

How to Invest in IDFC Mutual Fund?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

IDFC Mutual Fund NAV

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.

IDFC Mutual Fund Statement

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 Online

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.

Why Opt for IDFC Mutual Fund Company?

The list of reasons why individuals choose to invest in schemes of IDFC is as follows.

  • Complete Transparency: IDFC MF discloses the performance of each of its scheme for regular intervals on a timely basis. This helps an investor while putting their money in the mutual fund scheme.
  • Tax Benefits: IDFC’s Equity Linked Savings Scheme (ELSS) help in saving tax. There is a stable return from the scheme and the investments made are eligible for tax deduction.
  • User-Friendly: The transaction process of IDFC is online and very user-friendly. It guides the customer on each step such as tracking, switching or redeeming the investment without any hassle.

Corporate Address

Tower 1, 6th Floor, One Indiabulls Centre, 841 Jupiter Mills Compound, Senapati Bapat Marg, Elphinstone Road (West), Mumbai – 400013.

Sponsor(s)

IDFC Limited

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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