
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!
INR
5000
1
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 25 Sep
₹ 37.83 by 0.00 ( 0.01%)
Expense ratio
0.75
Exit load
0.5%
Fund Size (Cr)
₹ 2421
If ₹5000 invested for 1
Estimated returns*
₹ 0
with % annual returns
* 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.
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.

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DebtTop 10 Sectors | % |
---|---|
Sovereign | 68.79 |
Financial | 19.28 |
Energy | 7.73 |
Others | 3.16 |
undefined | 1.04 |
Top 10 Sectors | % |
---|---|
Sovereign | 24.1 |
Sovereign | 17.16 |
Sovereign | 13.72 |
Sovereign | 6.66 |
Crude Oil & Natural Gas | 5.71 |
Sovereign | 4.34 |
SIDCs/SFCs | 4.29 |
Housing Finance | 4.22 |
SIDCs/SFCs | 4.01 |
Crude Oil & Natural Gas | 2.02 |
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 |