Amc logo

IDFC Bond Fund Medium Term Plan Direct-Growth IDFC Bond Fund Medium Term Plan Direct-Growth IDFC Bond Fund Medium Term Plan Direct-Growth IDFC Bond Fund Medium Term Plan Direct-Growth - Get latest updates on NAV, Dividends, Returns, Performance, Risks & Portfolio. Invest now! Paisabazaar INR 5000 1 rating rating rating rating rating IDFC Bond Fund Medium Term Plan Direct-Growth 4 5

Debt Medium Duration

PLAN: GROWTH TYPE : OPEN-ENDED OPTION: Growth

1 Yr return

10.5%

3 Yrs CAGR returns

8.51%

5 Yrs CAGR returns

8.78%

NAV as on 03 Feb

₹ 37.83 by 0.09 ( 0.01%)

Expense ratio

0.76

Exit load

0.5%

Fund Size (Cr)

₹ 2421

start your investment

Error: This is a mandatory field

Digits Only

Note: We will verify this number in the next step

User already exists. Click here to Login

Error: This is a mandatory field

By clicking on "Proceed", I accept the
Mutual Funds Terms of Services.

Performance Graph*
Returns Calculator
rupee Digits Only

Error: This is a mandatory field

If ₹5000 invested for 1

Estimated returns*

₹ 0

with % annual returns

Direct Funds
Estimated amount
₹ 10,27,000
Regular Funds
Estimated amount
₹ 9,91,000

* The calculator, based on assumed rate of returns, is meant for illustration purposes only.More

The calculations are not based on any judgments of the future return and should not be construed as promise on minimum returns. Information gathered and material used in this calculator is believed to be from reliable sources. Paisabazaar however does not warrant the accuracy, reasonableness and/or completeness of any such information. While utmost care has been exercised while preparing the calculator, Paisabazaar does not warrant the completeness or guarantee that the achieved computations are flawless and/or accurate and disclaims all liabilities, losses and damages arising out of the use or in respect of anything done in reliance of the calculator.

investment objective

The scheme seeks to invest in a diversified set of debt and money market securities with the aim of generating optimal returns over medium term such that the Macaulay duration of the portfolio is between 3 years and 4 years.

Tax Implications

Returns are taxed at Marginal rate of taxation, if you redeem before 36 months. Gains on debt mutual funds held for 36 months or more are treated as long-term capital gains and taxed at the rate of 20% after indexation benefits. Indexation is a technique to adjust tax payments by employing a price index which adjusts for inflation.

riskometer
Similar Funds
Top Holdings
Top 10 Sectors %
Sovereign 265.32
Financial 88.26
Energy 28.36
Others 14.26
undefined 3.8
Top 10 Sectors %
Sovereign 31.72
Sovereign 31.67
Sovereign 30.58
Sovereign 27.25
Sovereign 16.8
Sovereign 16.56
Sovereign 15.41
Sovereign 15.23
Sovereign 10.11
Sovereign 9.88
Fund house details
Fund House IDFC Mutual Fund
Fund Manager Anupam Joshi
Fund Setup Date 01 Jan 2013
Address 2nd Floor - Raman House, H.T. Parekh Marg - 169, Backbay Reclamation, Opp. Aakash Wani,
Contact 022-24398777 / 24399999 / 66289999
Email ID investormf@idfc.com