IDFC Mutual Fund

IDFC Mutual Fund

IDFC is a leading financial services company in India with a strong growth and performance track record. With approximately 22 years of involvement, the organization has assembled a solid presence in foundation financing and related areas. Likewise, it is one of India’s driving resource directors, with a typical Assets under Management (AUM) of over Rs. 1,20,000 crores as of December 2020.

It has an accomplished venture group with a profound on-the-ground presence in more than 46 urban communities and financial backers across over 375+ urban areas and towns in India. IDFC AMC’s Equity products are built on a combination of fundamental research, deep sectoral insight, and proprietary frameworks. The AMC has a large and experienced Equity team focusing on wealth preservation through consistent risk management.

Best IDFC Mutual Fund

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The Debt products aim to deliver superior risk-adjusted returns through prudent portfolio construction across interest rate cycles, credit cycles, and liquidity conditions. The AMC has a large and experienced Debt team focusing on capital preservation. IDFC Mutual Fund focuses on providing investors access to return enhancing avenues such as high-quality corporate bonds, dynamic asset allocation, and MIPs. These fixed income solutions leverage AMC’s large debt platform. View More

The primary aim of the fund house is to generate long-term capital appreciation by investing in a diversified portfolio of equity and equity-related securities of companies that are trading at a discount to their intrinsic worth. The fund has been able to deliver above-average returns over a long period.

Some of these schemes offer tax savings, while others generate high returns compared to other instruments available in the market. The schemes offered have performed consistently over time, making it an ideal choice for investors who wish to save taxes or create wealth over a short or long time.

IDFC Mutual Funds are one of the best mutual funds to invest in. Investing in IDFC Mutual Funds Online in India is an excellent way to diversify your risk over various sectors, industries, and asset classes. This helps mitigate your investment risk and thus ensures steady returns on your investment.

Investing in IDFC Mutual Funds online is are relatively easy and convenient. IDFC Securities Limited provides financial services and products such as equity trading, currency trading, commodity trading, and fixed income securities. They also offer insurance products such as life insurance and equity broking services to customers all over the country.

IDFC Mutual Fund Key Information

  • Founded on
  • 20th December 1999
  • Name of the Mutual Fund
  • IDFC Mutual Fund
  • Setup Date
  • 13th March 2000
  • Sponsor Name
  • IDFC Limited
  • Trustee Name
  • IDFC AMC Trustee Company Private Limited
  • Managing Director & Chief Executive Officer
  • Mr Vishal Kapoor
  • Compliance Officer
  • Mr Sanjay Lakra
  • Auditor
  • Deloitte Haskins and Sells (Registration Number: AAB-8737)
  • Custodian
  • Deutsche Bank Limited AG
  • Registrars
  • Computer Age Management Services Pvt. Ltd.
  • Address
  • Tower 1, 6th Floor, One IndiaBulls Centre, 841, S. B. Marg, Elphinstone Road (W), Mumbai – 400013 CIN: U65993MH1999PLC123191
  • Telephone Nos.
  • 022-66289999
  • Fax Nos.
  • 022-24215052
  • E-mail
  • investormf@idfc.com

IDFC Mutual Fund Managers

Anoop Bhaskar - Equity - Head of Equity

Mr Anoop Bhaskar, Head of Equity with an experience timeline of approximately 27 years in the industry. He has managed the funds of the AMC since 2016. Before starting his stint as the head of equity here, he worked with the UTI Mutual Fund house. He has also worked with other fund houses like Sundaram Asset Management. He handles ten schemes of the fund house.

Daylynn Gerard Paul Pinto - Fund Manager

Mr Daylynn Gerard Paul Pinto, Fund Manager, with an experience timeline of approximately 12 years in the industry. He has managed the funds of the AMC since 2016. Before this, he was working at the UTI Mutual Fund house responsible for the said portfolio from 2006 to 2016.

Sumit Agrawal - Vice President

A Vice President with an experience timeline of approximately 12 years in the industry, Mr Sumit Agrawal, has managed the funds of the AMC since 2016. In his stellar experience, he has worked with the erstwhile top fund houses like Mirae Asset, Axis Capital, JP Morgan in research and strategy positions.

Arpit Kapoor - Associate Vice President

Associate Vice President with an experience timeline of approximately 12 years in the industry, Mr Arpit Kapoor, has managed the funds of the AMC since 2015. Before his stint at IDFC fund house, he worked with the UTI Asset Management Company during the tenure of 2009-2015. He has held multiple research, analysis, and management positions focusing on domestic and offshore funds. Currently, he has 12  mutual fund schemes in his portfolio.

Sachin Relekar - Fund Manager

Mr Sachin Relekar is a fund manager of LIC MF Tax Plan, a share-based savings plan that offers tax benefits. He is a former student of the Jamnalal Bajaj Institute of Management Studies, with over 17 years of experience as equity research and business development analyst. Mr Sachin Relekar joined LIC Mutual Fund in 2012 after working at Tata Asset Management Limited in 2007.

Harshal Joshi - Fund Management - Associate Vice President

Mr Harshal Joshi is the Associate Vice President – Fund Management at IDFC Asset Management Company and has nine years of experience in the mutual fund industry. He has been associated with IDFC AMC since 2008 and previously worked with ICAP India Pvt Ltd. He manages 44 schemes for IDFC with an AUM of INR 35,520 Crores.

How to invest in IDFC Fund?

If you want to invest in IDFC Mutual Funds, the process is extremely simple on the 5Paisa platform. 5Paisa is one of the country’s largest investing platforms, and you can easily add IDFC and other mutual funds to your portfolio. View More

The steps to invest in IDFC Mutual Fund online is as follows:

Step 1: Log in to your 5Paisa Account. If you do not have one, click the link to register and create a new 5Paisa account in 3 easy steps. Alternatively, you can download the 5Paisa app on your smartphone for Android or IOS and log in from your device.

Step 2: Search for the IDFC Mutual Fund scheme that you want to invest in

Step 3: Select the option that is apt for your requirement and risk appetite

Step 4: Select the investment type – SIP (Systematic Investment Plan) or Lumpsum

Step 5: Input the amount that you’d like to invest and proceed with payment by clicking on the ‘Invest Now’ button

That’s it! This sums up the investment process. Once your payment is successful, you can see the IDFC Mutual Fund reflected in your 5Paisa account in 3-4 working days. If you have selected the SIP option, the chosen amount will get deducted every month starting from the date you have made the payment.

Top 10 IDFC Mutual Fund to Invest

  • Fund Name
  • Min SIP Investment Amt
  • AUM (Cr.)
  • 3Y Return

Bandhan Arbitrage – Direct Growth is an Arbitrage scheme that was launched on 17-01-13 and is currently under the management of our experienced fund manager Nemish Sheth. With an impressive AUM of ₹5,373 Crores, this scheme's latest NAV is ₹31.7014 as of 23-02-24.

Bandhan Arbitrage – Direct Growth scheme has delivered a return performance of 8.1% in the last 1 year, 5.9% in the last 3 years, and an 6.8% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Arbitrage funds.

  • Min SIP Investment Amt
  • ₹100
  • AUM (Cr.)
  • ₹5,373
  • 3Y Return
  • 8.1%

Bandhan Overnight Fund – Direct Growth is an Overnight scheme that was launched on 18-01-19 and is currently under the management of our experienced fund manager Brijesh Shah. With an impressive AUM of ₹2,402 Crores, this scheme's latest NAV is ₹1268.4653 as of 23-02-24.

Bandhan Overnight Fund – Direct Growth scheme has delivered a return performance of 6.7% in the last 1 year, 5% in the last 3 years, and an 4.8% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Overnight funds.

  • Min SIP Investment Amt
  • ₹1,000
  • AUM (Cr.)
  • ₹2,402
  • 3Y Return
  • 6.7%

Bandhan Banking & PSU Debt Fund – Direct Growth is an Banking and PSU scheme that was launched on 08-03-13 and is currently under the management of our experienced fund manager Suyash Choudhary. With an impressive AUM of ₹14,537 Crores, this scheme's latest NAV is ₹22.7187 as of 23-02-24.

Bandhan Banking & PSU Debt Fund – Direct Growth scheme has delivered a return performance of 7.5% in the last 1 year, 5.4% in the last 3 years, and an 7.8% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Banking and PSU funds.

  • Min SIP Investment Amt
  • ₹1,000
  • AUM (Cr.)
  • ₹14,537
  • 3Y Return
  • 7.5%

Bandhan Corporate Bond Fund – Direct Growth is an Corporate Bond scheme that was launched on 12-01-16 and is currently under the management of our experienced fund manager Suyash Choudhary. With an impressive AUM of ₹13,916 Crores, this scheme's latest NAV is ₹17.6948 as of 23-02-24.

Bandhan Corporate Bond Fund – Direct Growth scheme has delivered a return performance of 7.4% in the last 1 year, 5.3% in the last 3 years, and an 7.3% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Corporate Bond funds.

  • Min SIP Investment Amt
  • ₹1,000
  • AUM (Cr.)
  • ₹13,916
  • 3Y Return
  • 7.4%

Bandhan Equity Savings Fund – Direct Growth is an Equity Savings scheme that was launched on 03-01-14 and is currently under the management of our experienced fund manager Nemish Sheth. With an impressive AUM of ₹98 Crores, this scheme's latest NAV is ₹31.026 as of 23-02-24.

Bandhan Equity Savings Fund – Direct Growth scheme has delivered a return performance of 12% in the last 1 year, 8.2% in the last 3 years, and an 7.7% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Equity Savings funds.

  • Min SIP Investment Amt
  • ₹1,000
  • AUM (Cr.)
  • ₹98
  • 3Y Return
  • 12%

Bandhan Low Duration Fund – Direct Growth is an Low Duration scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Harshal Joshi. With an impressive AUM of ₹5,362 Crores, this scheme's latest NAV is ₹35.6512 as of 23-02-24.

Bandhan Low Duration Fund – Direct Growth scheme has delivered a return performance of 7.4% in the last 1 year, 5.3% in the last 3 years, and an 7.5% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Low Duration funds.

  • Min SIP Investment Amt
  • ₹100
  • AUM (Cr.)
  • ₹5,362
  • 3Y Return
  • 7.4%

Bandhan Ultra Short Term Fund – Dir Growth is an Ultra Short Duration scheme that was launched on 18-07-18 and is currently under the management of our experienced fund manager Harshal Joshi. With an impressive AUM of ₹3,703 Crores, this scheme's latest NAV is ₹13.9333 as of 23-02-24.

Bandhan Ultra Short Term Fund – Dir Growth scheme has delivered a return performance of 7.3% in the last 1 year, 5.3% in the last 3 years, and an 6.1% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Ultra Short Duration funds.

  • Min SIP Investment Amt
  • ₹100
  • AUM (Cr.)
  • ₹3,703
  • 3Y Return
  • 7.3%

Bandhan Money Manager Fund – Direct Growth is an Money Market scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Brijesh Shah. With an impressive AUM of ₹3,947 Crores, this scheme's latest NAV is ₹39.3296 as of 23-02-24.

Bandhan Money Manager Fund – Direct Growth scheme has delivered a return performance of 7.6% in the last 1 year, 5.4% in the last 3 years, and an 7.2% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Money Market funds.

  • Min SIP Investment Amt
  • ₹100
  • AUM (Cr.)
  • ₹3,947
  • 3Y Return
  • 7.6%

Bandhan Liquid Fund – Direct Growth is an Liquid scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Harshal Joshi. With an impressive AUM of ₹11,186 Crores, this scheme's latest NAV is ₹2894.7536 as of 23-02-24.

Bandhan Liquid Fund – Direct Growth scheme has delivered a return performance of 7.2% in the last 1 year, 5.3% in the last 3 years, and an 6.8% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Liquid funds.

  • Min SIP Investment Amt
  • ₹100
  • AUM (Cr.)
  • ₹11,186
  • 3Y Return
  • 7.2%

Bandhan Floating Rate Fund – Direct Growth is an Floater scheme that was launched on 18-02-21 and is currently under the management of our experienced fund manager Suyash Choudhary. With an impressive AUM of ₹204 Crores, this scheme's latest NAV is ₹11.7063 as of 23-02-24.

Bandhan Floating Rate Fund – Direct Growth scheme has delivered a return performance of 7.5% in the last 1 year, 5.3% in the last 3 years, and an 5.4% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Floater funds.

  • Min SIP Investment Amt
  • ₹1,000
  • AUM (Cr.)
  • ₹204
  • 3Y Return
  • 7.5%

Frequently Asked Questions

How much should I invest in an IDFC Mutual Fund SIP?

To know the right amount to invest in any mutual fund, one needs to understand the risk involved and the tenure of the investment and fix the amount they are most comfortable with based on their financial goals.

Can you increase the SIP amount for an IDFC mutual fund?

Yes, you can easily increase the SIP amount at any time. To do so, simply follow the process below:

  • Go to the SIP section and select the SIP that you want to increase/revise the amount for
  • Once you have selected the SIP of your choice, choose the EDIT SIP option
  • Update the SIP amount, frequency, or instalment date as per your preference
  • Once you have updated the details, you will receive a notification about the revisions to your SIP

Do I need a DEMAT account for investing in IDFC mutual funds with 5Paisa?

You don’t necessarily have to open a DEMAT account to buy Mutual Funds. With 5Paisa’s Apps – Invest App & 5paisa Mobile Trading App, you can easily invest in mutual funds. You can download 5paisa Invest App & Open an MF Account.

How many investment options does IDFC AMC offer?

With IDFC AMC, investors can consider multiple financial assets via diverse offerings and products such as:

  • Equity
  • Fixed-income Assets
  • Liquid Alternatives
  • Portfolio Management Services (PMS)

What is the minimum amount to start an IDFC mutual fund SIP online?

The minimum amount for each IDFC mutual fund depends on your selected option. However, the lowest amount you can choose for an IDFC mutual fund SIP is INR 100, while it is INR 5000 for a lump sum investment.

What are the additional benefits of investing in IDFC mutual funds with 5Paisa?

With 5Paisa, you can easily invest in IDFC Mutual Fund and other investment options at ZERO commission. In addition, investing with 5Paisa is safe and enables you to the benefits such as:

  • Professional Management 
  • Simple SIP or lump sum investment process 
  • Liquidity Transparency 
  • You can invest in mutual funds by starting a SIP as low as INR 500 or with  
  • Flexibility to choose from a wide range of options

Can you stop an IDFC mutual fund online?

Yes, you can stop any SIP online at any time. All you need to do is place a Cancel SIP request. To stop or cancel the SIP, you can do so from the IDFC website or simply do it via the 5Paisa account by following the steps below:

  • Go to Mutual Fund order Book
  • Click on the SIP section
  • Click on the IDFC scheme that you wish to stop
  • Click on the Stop SIP button

That’s it! Your SIP will be stopped, and you can restart the SIP at any time. 

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