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IDFC Mutual Fund

Updated on April 20, 2024 , 11795 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 (%)2023 (%)
IDFC Infrastructure Fund Growth ₹45.419
↑ 0.32
₹1,04315.83879.236.124.850.3
IDFC Tax Advantage (ELSS) Fund Growth ₹138.646
↑ 1.00
₹6,2534.916.63922.619.928.3
IDFC Core Equity Fund Growth ₹112.357
↑ 1.12
₹4,0237.926.956.226.220.336.2
IDFC Focused Equity Fund Growth ₹72.026
↑ 0.62
₹1,5083.92039.517.414.531.3
IDFC Sterling Value Fund Growth ₹133.559
↑ 0.89
₹8,5705.820.343.526.921.132.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Apr 24

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 (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
IDFC Low Duration Fund Growth ₹35.3534
↑ 0.02
₹5,0771.93.775.36.97.64%10M 25D1Y 6D
IDFC Cash Fund Growth ₹2,907.81
↑ 0.52
₹10,4441.93.77.25.577.6%2M 4D2M 4D
IDFC Money Manager Fund Growth ₹36.9977
↑ 0.01
₹4,3871.93.56.856.77.64%10M 11D10M 13D
IDFC Government Securities Fund - Investment Plan Growth ₹31.7896
↑ 0.11
₹1,6612.45.86.74.86.87.24%11Y 7M 10D27Y 9M 29D
IDFC Government Securities Fund - Constant Maturity Plan Growth ₹40.5333
↑ 0.09
₹3411.856.64.47.47.21%7Y 2M 23D10Y 9M 29D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Apr 24

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 (%)2023 (%)
IDFC Regular Savings Fund Growth ₹28.9595
↑ 0.08
₹1191.55.7105.66.29.5
IDFC Arbitrage Fund Growth ₹29.9324
↓ -0.02
₹5,76823.77.65.45.17.1
IDFC Hybrid Equity Fund Growth ₹21.625
↑ 0.15
₹6913.612.927.315.313.720.4
IDFC Dynamic Equity Fund Growth ₹21.559
↑ 0.10
₹2,2243.69.620.79.810.314.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Apr 24

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 17.4% since its launch.  Ranked 21 in Value category.  Return for 2023 was 32.6% , 2022 was 3.2% and 2021 was 64.5% .

Below is the key information for IDFC Sterling Value Fund

IDFC Sterling Value Fund
Growth
Launch Date 7 Mar 08
NAV (22 Apr 24) ₹133.559 ↑ 0.89   (0.67 %)
Net Assets (Cr) ₹8,570 on 31 Mar 24
Category Equity - Value
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.95
Sharpe Ratio 2.93
Information Ratio 1.04
Alpha Ratio 5.23
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 Mar 19₹10,000
31 Mar 20₹5,750
31 Mar 21₹12,415
31 Mar 22₹16,955
31 Mar 23₹17,523
31 Mar 24₹25,340

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 ₹518,033.
Net Profit of ₹218,033
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 22 Apr 24

DurationReturns
1 Month 2.2%
3 Month 5.8%
6 Month 20.3%
1 Year 43.5%
3 Year 26.9%
5 Year 21.1%
10 Year
15 Year
Since launch 17.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 32.6%
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%
Fund Manager information for IDFC Sterling Value Fund
NameSinceTenure
Daylynn Pinto20 Oct 167.45 Yr.
Ritika Behera7 Oct 230.48 Yr.

Data below for IDFC Sterling Value Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services26.44%
Consumer Cyclical13.99%
Industrials10.63%
Technology8.33%
Health Care8.2%
Consumer Defensive7.08%
Energy6.9%
Basic Materials6.86%
Utility4.98%
Communication Services0.93%
Real Estate0.93%
Asset Allocation
Asset ClassValue
Cash4.74%
Equity95.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 22 | RELIANCE
4%₹373 Cr1,275,000
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 22 | HDFCBANK
4%₹365 Cr2,600,000
↑ 200,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | 532215
4%₹355 Cr3,300,000
↑ 100,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
4%₹316 Cr3,000,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 21 | TCS
3%₹213 Cr519,954
State Bank of India (Financial Services)
Equity, Since 30 Apr 21 | SBIN
2%₹202 Cr2,700,000
↑ 200,000
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 30 Apr 17 | 532286
2%₹194 Cr2,500,000
NTPC Ltd (Utilities)
Equity, Since 30 Jun 22 | 532555
2%₹185 Cr5,500,000
Bosch Ltd (Consumer Cyclical)
Equity, Since 30 Jun 20 | 500530
2%₹176 Cr61,500
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Aug 15 | 500093
2%₹173 Cr3,900,000

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 18.7% since its launch.  Ranked 3 in ELSS category.  Return for 2023 was 28.3% , 2022 was 4.2% and 2021 was 49.2% .

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

IDFC Tax Advantage (ELSS) Fund
Growth
Launch Date 26 Dec 08
NAV (22 Apr 24) ₹138.646 ↑ 1.00   (0.72 %)
Net Assets (Cr) ₹6,253 on 31 Mar 24
Category Equity - ELSS
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.95
Sharpe Ratio 2.84
Information Ratio 0.62
Alpha Ratio 3.83
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹6,585
31 Mar 21₹13,138
31 Mar 22₹17,235
31 Mar 23₹17,359
31 Mar 24₹24,171

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 ₹493,520.
Net Profit of ₹193,520
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 22 Apr 24

DurationReturns
1 Month 1.7%
3 Month 4.9%
6 Month 16.6%
1 Year 39%
3 Year 22.6%
5 Year 19.9%
10 Year
15 Year
Since launch 18.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 28.3%
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%
Fund Manager information for IDFC Tax Advantage (ELSS) Fund
NameSinceTenure
Daylynn Pinto20 Oct 167.45 Yr.
Ritika Behera7 Oct 230.48 Yr.

Data below for IDFC Tax Advantage (ELSS) Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services26.43%
Consumer Cyclical13.05%
Industrials10.19%
Technology9.11%
Health Care8.33%
Consumer Defensive8.12%
Basic Materials7.43%
Energy6.62%
Communication Services2.93%
Utility2.88%
Real Estate0.73%
Asset Allocation
Asset ClassValue
Cash4.18%
Equity95.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | ICICIBANK
6%₹358 Cr3,400,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
5%₹330 Cr2,350,000
↑ 150,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE
5%₹321 Cr1,100,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | 532215
4%₹237 Cr2,200,000
Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY
4%₹234 Cr1,400,000
State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN
3%₹180 Cr2,400,000
↑ 100,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL
2%₹143 Cr1,275,000
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 May 20 | TATAMOTORS
2%₹143 Cr1,500,000
↓ -300,000
NTPC Ltd (Utilities)
Equity, Since 30 Sep 22 | 532555
2%₹134 Cr4,000,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 21 | TCS
2%₹132 Cr321,877

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 12.2% since its launch.  Ranked 1 in Sectoral category.  Return for 2023 was 50.3% , 2022 was 1.7% and 2021 was 64.8% .

Below is the key information for IDFC Infrastructure Fund

IDFC Infrastructure Fund
Growth
Launch Date 8 Mar 11
NAV (22 Apr 24) ₹45.419 ↑ 0.32   (0.70 %)
Net Assets (Cr) ₹1,043 on 31 Mar 24
Category Equity - Sectoral
AMC IDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.44
Sharpe Ratio 3.82
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 Mar 19₹10,000
31 Mar 20₹6,016
31 Mar 21₹12,123
31 Mar 22₹14,948
31 Mar 23₹16,437
31 Mar 24₹28,313

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 ₹556,833.
Net Profit of ₹256,833
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 22 Apr 24

DurationReturns
1 Month 7.5%
3 Month 15.8%
6 Month 38%
1 Year 79.2%
3 Year 36.1%
5 Year 24.8%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 50.3%
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%
Fund Manager information for IDFC Infrastructure Fund
NameSinceTenure
Vishal Biraia24 Jan 240.19 Yr.
Ritika Behera7 Oct 230.48 Yr.

Data below for IDFC Infrastructure Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Industrials53.38%
Basic Materials15.57%
Utility10.81%
Consumer Cyclical5.48%
Communication Services3.56%
Technology2.75%
Health Care1.85%
Financial Services1.1%
Asset Allocation
Asset ClassValue
Cash5.5%
Equity94.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
6%₹57 Cr163,980
↓ -75,139
Ahluwalia Contracts (India) Ltd (Industrials)
Equity, Since 30 Apr 15 | AHLUCONT
5%₹51 Cr431,238
Torrent Power Ltd (Utilities)
Equity, Since 31 Mar 18 | 532779
5%₹48 Cr442,900
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | ULTRACEMCO
4%₹44 Cr44,530
↓ -7,257
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS
4%₹43 Cr466,186
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL
4%₹42 Cr2,028,839
↓ -635,761
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 17 | JKCEMENT
4%₹41 Cr91,403
↓ -5,477
GPT Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 17 | GPTINFRA
3%₹30 Cr1,619,950
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 18 | 532286
3%₹28 Cr366,666
ITD Cementation India Ltd (Industrials)
Equity, Since 30 Jun 15 | 509496
3%₹28 Cr843,106
↓ -128,598

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 13.8% since its launch.  Ranked 23 in Large & Mid Cap category.  Return for 2023 was 36.2% , 2022 was 6.9% and 2021 was 34.1% .

Below is the key information for IDFC Core Equity Fund

IDFC Core Equity Fund
Growth
Launch Date 9 Aug 05
NAV (22 Apr 24) ₹112.357 ↑ 1.12   (1.01 %)
Net Assets (Cr) ₹4,023 on 31 Mar 24
Category Equity - Large & Mid Cap
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.05
Sharpe Ratio 3.45
Information Ratio 0.61
Alpha Ratio 7.02
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 Mar 19₹10,000
31 Mar 20₹7,019
31 Mar 21₹12,473
31 Mar 22₹15,032
31 Mar 23₹15,659
31 Mar 24₹23,942

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 ₹505,644.
Net Profit of ₹205,644
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 22 Apr 24

DurationReturns
1 Month 4.8%
3 Month 7.9%
6 Month 26.9%
1 Year 56.2%
3 Year 26.2%
5 Year 20.3%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 36.2%
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%
Fund Manager information for IDFC Core Equity Fund
NameSinceTenure
Manish Gunwani28 Jan 231.17 Yr.
Rahul Agarwal28 Aug 230.59 Yr.
Ritika Behera7 Oct 230.48 Yr.
Harsh Bhatia26 Feb 240.1 Yr.

Data below for IDFC Core Equity Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services24.22%
Consumer Cyclical15.73%
Industrials13.76%
Basic Materials8.33%
Technology7.07%
Health Care6.94%
Energy6.1%
Utility3.86%
Real Estate3.32%
Communication Services2.66%
Consumer Defensive1.99%
Asset Allocation
Asset ClassValue
Cash6.03%
Equity93.97%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 May 20 | RELIANCE
3%₹132 Cr452,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFCBANK
3%₹107 Cr761,035
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 16 | ICICIBANK
3%₹103 Cr983,602
Infosys Ltd (Technology)
Equity, Since 31 May 11 | INFY
3%₹102 Cr610,595
↓ -150,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 23 | LT
2%₹80 Cr230,000
Signatureglobal (India) Ltd (Real Estate)
Equity, Since 30 Sep 23 | 543990
2%₹71 Cr519,938
↑ 145,170
Zomato Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | 543320
2%₹69 Cr4,155,001
↑ 400,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 23 | SBIN
2%₹68 Cr910,000
↓ -290,000
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Oct 23 | NAUKRI
2%₹62 Cr117,000
↑ 27,000
Container Corporation of India Ltd (Industrials)
Equity, Since 31 Oct 23 | CONCOR
1%₹58 Cr595,000

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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