Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹100 | ₹5,000 | 1.17 % | 2★ | ₹163 | 10 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹100 | ₹5,000 | 1.17 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 2★ | ₹163 Cr | 10 Years |
| Rating | Fund Size | Fund Age |
Scheme Objective
| To generate regular returns through investment primarily in debt oriented Mutual Fund Schemes (Such as Income and Liquid funds). The secondary objective of the Scheme is to generate long-term capital appreciation by investing a portion of the Schemes assets in equity oriented MF schemes. |
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 1.8% | 6.0% | 6.0% | 8.3% | ||||
| Category Average | 9.0% | 16.9% | 15.2% | - |
Scheme Allocation
Holding
Sector
Asset
TREPS
IDFC Nifty ETF
Kotak Mah. Bank
Power Fin.Corpn.
N A B A R D
Others
Fund House Details
IDFC Regular Savings Fund
Fund Manager
Sumit Agrawal
Exit Load
| Exit Load | For 10% of investment : Nil For remaining investment: 1% if redeemed/switched-out within 365 days from the date of allotment. Nil - If redeemed/switched-out after 365 days from the date of allotment. |
|---|
Advance Ratio
| -0.01 | 0.29 | 0.22 | -0.05 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
-
-
Hybrid | Dynamic Asset Allocation or Balanced Advantage | 3
1.7%11.0%9.4%1Y3Y5Y -
-
AMC Contact Details
IDFC Mutual Fund
AUM:
1,20,050 Cr
Address:
6th Flr,841 One World Center,Jupiter
mill,Senapati Bapat Marg,
Elphinstone Road(West), Mumbai-400013
Contact:
022-66289999
Email ID:
investormf@idfc.com
Frequently Asked Questions
You can invest in IDFC Regular Savings Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for IDFC Regular Savings Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The IDFC Regular Savings Fund has delivered 8.3% since inception
The NAV of IDFC Regular Savings Fund is ₹28.6 as of 02 December 2022.
The expense ratio of IDFC Regular Savings Fund is 1.17 % as of 02 December 2022.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
