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IDFC Mutual Fund

Updated on October 13, 2021 , 6015 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 (%)2020 (%)
IDFC Infrastructure Fund Growth ₹24.52
↑ 0.21
₹6559.135108.519.914.46.3
IDFC Tax Advantage (ELSS) Fund Growth ₹100.78
↑ 0.59
₹3,33915.234.38424.818.918.7
IDFC Core Equity Fund Growth ₹72.64
↑ 0.41
₹2,48712.629.76420.21512.9
IDFC Focused Equity Fund Growth ₹55.74
↑ 0.71
₹1,4541124.337.716.614.814.9
IDFC Sterling Value Fund Growth ₹89.41
↑ 0.35
₹3,99013.737.4100.123.317.515.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Oct 21

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 (%)2020 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
IDFC Low Duration Fund Growth ₹30.8651
↑ 0.00
₹9,4350.91.93.76.76.93.7%7M 16D8M 8D
IDFC Bond Fund Medium Term Plan Growth ₹37.6165
↓ -0.01
₹3,8051.32.63.58.210.95.19%3Y 1M 6D3Y 10M 10D
IDFC Government Securities Fund - Investment Plan Growth ₹28.4011
↓ -0.01
₹1,9371.533.411.213.75.7%3Y 11M 12D4Y 8M 5D
IDFC Cash Fund Growth ₹2,516.84
↑ 0.21
₹9,1120.81.63.24.843.19%23D24D
IDFC Government Securities Fund - Constant Maturity Plan Growth ₹36.5071
↓ -0.03
₹2851.52.43.111.913.26.26%6Y 7M 20D9Y 3M 22D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Oct 21

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 (%)2020 (%)
IDFC Regular Savings Fund Growth ₹26.2339
↑ 0.04
₹18146.910.88.96.98.5
IDFC Arbitrage Fund Growth ₹25.9786
↑ 0.01
₹6,7040.71.83.54.75.23.8
IDFC Hybrid Equity Fund Growth ₹17.9
↑ 0.12
₹58012.626.551.818.3 13.9
IDFC Dynamic Equity Fund Growth ₹18.42
↑ 0.06
₹2,4736.713.223.113.610.612.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Oct 21

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 17.5% since its launch.  Ranked 21 in Value category.  Return for 2020 was 15.2% , 2019 was -6.2% and 2018 was -13% .

Below is the key information for IDFC Sterling Value Fund

IDFC Sterling Value Fund
Growth
Launch Date 7 Mar 08
NAV (14 Oct 21) ₹89.41 ↑ 0.35   (0.39 %)
Net Assets (Cr) ₹3,990 on 31 Aug 21
Category Equity - Value
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.07
Sharpe Ratio 3.76
Information Ratio -0.37
Alpha Ratio 2.35
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
30 Sep 16₹10,000
30 Sep 17₹13,314
30 Sep 18₹12,727
30 Sep 19₹11,818
30 Sep 20₹11,484
30 Sep 21₹21,605

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 ₹470,047.
Net Profit of ₹170,047
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 14 Oct 21

DurationReturns
1 Month 7%
3 Month 13.7%
6 Month 37.4%
1 Year 100.1%
3 Year 23.3%
5 Year 17.5%
10 Year
15 Year
Since launch 17.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -22.4%
Fund Manager information for IDFC Sterling Value Fund
NameSinceTenure
Anoop Bhaskar30 Apr 165.34 Yr.
Daylynn Pinto20 Oct 164.87 Yr.

Data below for IDFC Sterling Value Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Consumer Cyclical21.78%
Basic Materials16.9%
Industrials15.55%
Financial Services15.11%
Consumer Defensive8.79%
Technology7.48%
Health Care6.27%
Utility3.26%
Energy1.36%
Asset Allocation
Asset ClassValue
Cash3.5%
Equity96.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
4%₹165 Cr2,300,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Mar 17 | 506401
4%₹160 Cr700,000
Gujarat Gas Ltd (Utilities)
Equity, Since 31 May 15 | 539336
3%₹130 Cr1,800,000
↓ -50,000
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 30 Apr 17 | 532286
3%₹113 Cr3,000,000
↑ 250,000
Emami Ltd (Consumer Defensive)
Equity, Since 31 Jul 18 | 531162
3%₹102 Cr1,700,000
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 May 20 | 532497
3%₹101 Cr1,150,000
Minda Industries Ltd (Consumer Cyclical)
Equity, Since 31 Aug 16 | 532539
3%₹100 Cr1,400,000
KEC International Ltd (Industrials)
Equity, Since 31 Jul 15 | 532714
2%₹98 Cr2,300,000
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 17 | JKCEMENT
2%₹97 Cr295,000
↓ -30,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Nov 20 | HCLTECH
2%₹95 Cr800,000

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 19.8% since its launch.  Ranked 3 in ELSS category.  Return for 2020 was 18.7% , 2019 was 1.9% and 2018 was -9.4% .

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

IDFC Tax Advantage (ELSS) Fund
Growth
Launch Date 26 Dec 08
NAV (14 Oct 21) ₹100.78 ↑ 0.59   (0.59 %)
Net Assets (Cr) ₹3,339 on 31 Aug 21
Category Equity - ELSS
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.06
Sharpe Ratio 3.28
Information Ratio 0.01
Alpha Ratio 15.08
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Sep 16₹10,000
30 Sep 17₹12,741
30 Sep 18₹12,946
30 Sep 19₹12,796
30 Sep 20₹12,917
30 Sep 21₹22,718

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 ₹481,656.
Net Profit of ₹181,656
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 14 Oct 21

DurationReturns
1 Month 8.9%
3 Month 15.2%
6 Month 34.3%
1 Year 84%
3 Year 24.8%
5 Year 18.9%
10 Year
15 Year
Since launch 19.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -23.3%
Fund Manager information for IDFC Tax Advantage (ELSS) Fund
NameSinceTenure
Daylynn Pinto20 Oct 164.87 Yr.

Data below for IDFC Tax Advantage (ELSS) Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Financial Services23.52%
Basic Materials15.16%
Consumer Cyclical14.85%
Industrials14.4%
Technology14.22%
Energy4.99%
Health Care4.7%
Communication Services3.38%
Consumer Defensive3.37%
Asset Allocation
Asset ClassValue
Cash1.41%
Equity98.59%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | ICICIBANK
8%₹259 Cr3,600,000
Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY
7%₹235 Cr1,375,000
↓ -25,000
State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN
5%₹153 Cr3,600,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
4%₹150 Cr950,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Mar 17 | 506401
4%₹137 Cr600,000
↓ -20,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE
4%₹124 Cr550,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL
3%₹113 Cr1,700,000
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 May 20 | TATAMOTORS
3%₹86 Cr3,000,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Nov 20 | HCLTECH
2%₹83 Cr700,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | 532215
2%₹75 Cr950,000

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 8.8% since its launch.  Ranked 1 in Sectoral category.  Return for 2020 was 6.3% , 2019 was -5.3% and 2018 was -25.9% .

Below is the key information for IDFC Infrastructure Fund

IDFC Infrastructure Fund
Growth
Launch Date 8 Mar 11
NAV (14 Oct 21) ₹24.52 ↑ 0.21   (0.86 %)
Net Assets (Cr) ₹655 on 31 Aug 21
Category Equity - Sectoral
AMC IDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.51
Sharpe Ratio 2.94
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
30 Sep 16₹10,000
30 Sep 17₹13,990
30 Sep 18₹12,072
30 Sep 19₹11,847
30 Sep 20₹9,790
30 Sep 21₹19,662

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 ₹436,710.
Net Profit of ₹136,710
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 14 Oct 21

DurationReturns
1 Month 1.9%
3 Month 9.1%
6 Month 35%
1 Year 108.5%
3 Year 19.9%
5 Year 14.4%
10 Year
15 Year
Since launch 8.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011
Fund Manager information for IDFC Infrastructure Fund
NameSinceTenure
Sachin Relekar8 Dec 200.73 Yr.

Data below for IDFC Infrastructure Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Industrials54.09%
Basic Materials26.98%
Utility12.6%
Communication Services4.4%
Energy1.02%
Asset Allocation
Asset ClassValue
Cash0.92%
Equity99.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
10%₹64 Cr385,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | ULTRACEMCO
9%₹56 Cr72,000
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 17 | JKCEMENT
7%₹47 Cr142,284
Gujarat Gas Ltd (Utilities)
Equity, Since 28 Feb 17 | 539336
5%₹34 Cr464,568
↓ -89,600
PNC Infratech Ltd (Industrials)
Equity, Since 31 Oct 15 | PNCINFRA
5%₹30 Cr955,100
↓ -116,025
Transport Corp of India Ltd (Industrials)
Equity, Since 31 Mar 18 | TCI
5%₹30 Cr728,540
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
4%₹29 Cr433,700
Sagar Cements Ltd (Basic Materials)
Equity, Since 31 Mar 18 | 502090
4%₹28 Cr1,012,665
Torrent Power Ltd (Utilities)
Equity, Since 31 Mar 18 | 532779
4%₹27 Cr564,800
H.G. Infra Engineering Ltd Ordinary Shares (Industrials)
Equity, Since 28 Feb 18 | 541019
4%₹26 Cr461,127

4. IDFC Focused Equity Fund

The investment objective of the scheme is to seek to generate capital appreciation and/or provide income distribution from a portfolio of predominantly equity and equity related instruments. There is no assurance or guarantee that the objectives of the scheme will be realized.

IDFC Focused Equity Fund is a Equity - Multi Cap fund was launched on 16 Mar 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.7% since its launch.  Ranked 13 in Multi Cap category.  Return for 2020 was 14.9% , 2019 was 8.9% and 2018 was -12.7% .

Below is the key information for IDFC Focused Equity Fund

IDFC Focused Equity Fund
Growth
Launch Date 16 Mar 06
NAV (14 Oct 21) ₹55.74 ↑ 0.71   (1.29 %)
Net Assets (Cr) ₹1,454 on 31 Aug 21
Category Equity - Multi Cap
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.21
Sharpe Ratio 2.79
Information Ratio -0.89
Alpha Ratio 0.59
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
30 Sep 16₹10,000
30 Sep 17₹13,231
30 Sep 18₹13,132
30 Sep 19₹12,859
30 Sep 20₹14,000
30 Sep 21₹19,066

IDFC Focused 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 ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for IDFC Focused 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 14 Oct 21

DurationReturns
1 Month 4.1%
3 Month 11%
6 Month 24.3%
1 Year 37.7%
3 Year 16.6%
5 Year 14.8%
10 Year
15 Year
Since launch 11.7%
Historical performance (Yearly) on absolute basis
YearReturns
2020 14.9%
2019 8.9%
2018 -12.7%
2017 54.4%
2016 1.8%
2015 -4.8%
2014 32.2%
2013 2.9%
2012 20.8%
2011 -20.6%
Fund Manager information for IDFC Focused Equity Fund
NameSinceTenure
Sumit Agrawal20 Oct 164.87 Yr.

Data below for IDFC Focused Equity Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Financial Services32.38%
Technology20.13%
Basic Materials10.06%
Health Care9.16%
Industrials8.62%
Consumer Cyclical8.56%
Energy6.06%
Consumer Defensive2.22%
Asset Allocation
Asset ClassValue
Cash2.8%
Equity97.2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
9%₹135 Cr1,877,495
↓ -189,935
Infosys Ltd (Technology)
Equity, Since 31 Oct 19 | INFY
9%₹132 Cr773,531
↓ -90,086
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | HDFCBANK
7%₹107 Cr677,288
↓ -47,940
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
7%₹101 Cr2,369,406
↓ -93,171
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE
6%₹88 Cr390,463
↓ -13,130
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 19 | TCS
5%₹73 Cr192,948
↓ -19,192
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | 532215
4%₹59 Cr754,363
↓ -68,826
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Apr 21 | ULTRACEMCO
4%₹56 Cr72,000
Hindalco Industries Ltd (Basic Materials)
Equity, Since 28 Feb 21 | HINDALCO
3%₹47 Cr993,984
↑ 109,984
Tata Steel Ltd (Basic Materials)
Equity, Since 30 Jun 21 | TATASTEEL
3%₹43 Cr299,174
↑ 26,886

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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