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.

Top 10 IDFC Mutual Fund Schemes –

Fund Name
Category
Risk
1Y Returns
Rating
Fund Size (in Cr)
IDFC Sterling Value Fund – Direct Growth Equity Very High 6.73 4 4,437
IDFC Tax Advantage (ELSS) Fund – Direct Growth Equity Very High 3.27 4 3,570
IDFC FTP – Sr.167 Growth Debt Moderate 11.18 - 120
IDFC FTP – Sr.149 Growth Debt Moderate 11.18 - 601
IDFC FTP – Sr.166 Growth Debt Moderate 11.18 - 56
IDFC Core Equity Fund – Direct Growth Equity Very High -0.26 2 2,278
IDFC Hybrid Equity Fund – Direct Growth Hybrid Very High 0.42 3 556
IDFC Nifty Fund – Direct Growth Other Very High 1.49 3 419
IDFC FTP – Sr.178 – Direct Growth Debt Moderate 2.22 - 76
IDFC FTP – Sr.177 – Direct Growth Debt Moderate 2.22 - 88
IDFC FTP – Sr.176 – Direct Growth Debt Moderate 2.22 - 190
IDFC Large Cap Fund – Direct Growth Equity Very High 0.47 4 982
IDFC Infrastructure Fund – Direct Growth Equity Very High -3.19 2 610
IDFC Focused Equity Fund – Direct Growth Equity Very High -2.68 3 1,261
IDFC Flexi Cap Fund – Direct Growth Equity Very High -1.39 2 5,405
IDFC Balanced Advantage Fund – Direct Growth Hybrid Moderately High -1.02 4 2,945
IDFC Asset Allocation FoF – Aggressive-Direct Growth Other High -0.30 2 16
IDFC Asset Allocation FoF – Moderate – Direct Growth Other Moderately High 0.76 - 17
IDFC Banking & PSU Debt Fund – Direct Growth Debt Moderately Low 3.23 5 16,607
IDFC Equity Savings Fund – Direct Growth Hybrid Moderate 3.51 2 106
IDFC G Sec Fund – Invst Plan – Direct Growth Debt Moderate 1.29 4 1,391
IDFC All Seasons Bond Fund – Dir Growth Other Moderate 2.75 3 140
IDFC Dynamic Bond Fund – Direct Growth Debt Moderate 1.19 3 2,546
IDFC FTP – Sr.179 – Direct Growth Debt Moderate 1.84 - 270
IDFC Corporate Bond Fund – Direct Growth Debt Moderate 2.54 2 17,069
IDFC FTP – Sr.152 – Direct Growth Debt Moderate 4.17 - 66
IDFC Bond Fund – STP – Direct Growth Debt Moderately Low 2.48 3 10,673
IDFC Credit Risk Fund – Dir Growth Debt Moderate 3.36 3 730
IDFC Asset Allocation FoF – Conservative – Dir Growth Other Moderately High 1.87 3 8.65
IDFC Regular Savings Fund – Direct Growth Hybrid Moderately High 1.26 2 174
IDFC Bond Fund – MTP – Direct Growth Debt Moderate 1.16 3 2,371
IDFC GSF Constant Maturity Plan – Direct Growth Debt Moderate -1.26 - 233
IDFC Bond Fund – Income Plan – Dir Growth Debt Moderate 0.34 3 549
IDFC Low Duration Fund – Direct Growth Debt Moderately Low 3.27 3 6,500
IDFC Ultra Short Term Fund – Dir Growth Debt Moderately Low 3.49 3 4,027
IDFC Money Manager Fund – Direct Growth Debt Moderately Low 3.64 2 2,836
IDFC Arbitrage – Direct Growth Hybrid Low 4.10 3 4,522
IDFC Cash Fund – Direct Growth Debt Moderately Low 3.64 2 12,044
IDFC Overnight Fund – Direct Growth Debt Low 3.49 3 3,055
IDFC US Equity Fund Of Fund – Direct Growth Other Very High - - 316
IDFC Nifty 100 Index Fund – Direct Growth Other Very High - - 36
IDFC Floating Rate Fund – Direct Growth Debt Moderately Low 3.28 - 785
IDFC Emerging Businesses Fund – Direct Growth Equity Very High -3.07 - 1,338
IDFC Gilt 2027 Index Fund – Direct Growth Other Moderate 1.67 - 3,470
IDFC Multi Cap Fund – Direct Growth Equity Very High - - 932
IDFC Gilt 2028 Index Fund – Direct Growth Other Moderate 1.62 - 1,266

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.

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

Mutual Fund Name IDFC Mutual Fund
Founded on 20th December 1999
Sponsor Name IDFC Limited
Trustee Company IDFC AMC Trustee Company Private Limited
Chairman and Independent Director Mr Sunil Kakar
Managing Director and Chief Executive Officer Mr Vishal Kapoor
Executive Director and Chief Information Officer N.A.
Board of Directors Mr Sunil Kakar

Mr Ajay Sondhi

Dr Jaimini Bhagwati

Mr Anil Singhvi

Ms Anita Belani

Ms Ritu Anand

Registered Office Tower 1, 6th Floor, One IndiaBulls Centre, 841, S. B. Marg, Elphinstone Road (W), Mumbai – 400013 CIN: U65993MH1999PLC123191
Corporate Office Naman Chambers, C 32, Ground Floor, G Block Road, Bandra Kurla Complex-bandra East, Mumbai – 400051, Opposite Bank Of Baroda
Contact Information Tel: 022-66289999

Fax: 022-24215052,

website: https://idfcmf.com/

Registrar and Transfer Agent Computer Age Management Services Pvt. Ltd.
Statutory Auditors Deloitte Haskins and Sells (Registration Number: AAB-8737)

IDFC Mutual Fund- Top Fund Managers

Mr Anoop Bhaskar

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.

Mr Daylynn Gerard Paul Pinto

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.

Mr Sumit Agrawal

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.

Mr Arpit Kapoor

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.