IDFC Bond Fund - Income Plan - Reg (Periodic)

IDFC Bond Fund - Income Plan - Reg (Periodic)

AMC Name: IDFC Mutual Fund

Riskometer

Moderate

Investment Objective

Bench Mark S&P BSE Sensex
Fund Manager Suyash Choudhary
Fund Horizon OPEN
Inception Date 17-Aug-2015
Scheme AUM(CR) ` 670.43
Minimum SIP/LUMPSUM ` 1000/ ` 500
Increment SIP/LUMPSUM ` 1/ ` 1
SIP Dates 10
Entry Load If redeemed/switched out within 365 days from the date of allotment. For 10% of investment:NIL - For remaining investment:1.00% Nil - If redeemed/switched out after 365 days from the date of allotment.
Exit Load If redeemed/switched out within 365 days from the date of allotment. For 10% of investment:NIL - For remaining investment:1.00% Nil - If redeemed/switched out after 365 days from the date of allotment.
Expense Ratio 1.89

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month -0.05% -4.10%
3 Month 5.98% -6.74%
6 Month 9.17% 1.68%
1 Year 14.13% -4.86%
3 Year 7.85% 9.23%
5 Year 0.00% 6.66%
Since Inception 8.27% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others