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IDFC Mutual Fund: Overview

IDFC Asset Management Company Ltd is one of the leading Mutual Fund houses in India and was incorporated in the year 2000. IDFC AMC was formed as a strategic alliance between IDFC Ltd. (IDFC) and Natixis Global Asset Management (NGAM). IDFC AMC currently caters to the investment needs of domestic investors with an access to various international investment opportunities through investment portfolio managed by NGAM.

Even though IDFC mutual funds are very young in their existence, they are known for their robust service delivery network and providing value to investors all over India. IDFC AMC has been certified with ISO 9001:2000 certifications for its customer service activities.

About Natixis Global Asset Management company

  • Natixis Global Asset Management is the corporate, investment and financial services arm of BPCE and one of the largest asset management companies in the world as per the assets under management.

About IDFC 

  • IDFC Ltd has transferred its shareholding in IDFC Asset Management Company to IDFC Financial Holding Company Limited which is a Non-Operative Financial Company and a wholly owned subsidiary of IDFC Ltd. As on today, IDFC remains to be the sponsor of IDFC Mutual Fund and holds controlling interest in IDFC AMC.

 

Products @ IDFC

IDFC equity Funds: IDFC equity funds are mostly linked with investment in equity stocks or shares of well renowned companies. These funds offer high return in long run, however also are considered to be high-risk funds. Some of the top performing IDFC equity funds are

S. No.

Fund Name

1

IDFC Equity Fund

2

IDFC Premier Equity Fund

3

IDFC Sterling Equity Fund

 

 

IDFC Debt Funds- The IDFC debt funds are known for their long-term income generation with marginal risk. The investment is mostly concentrated in government bonds and debentures

SL no #

Fund Name

1

IDFC Banking Debt Fund - Regular Plan - Dividend - Fortnightly

 

 

IDFC Liquid Funds- the IDFC liquid funds is ideal for those who are looking for current or short-term returns with constancy. They are of Low risk nature with moderate returns.

SL no #

Fund Name

1

IDFC Cash Fund - Plan A

5

IDFC Cash Fund - Plan B - (Institutional)

6

IDFC Cash Fund - Regular Plan

 

 

IDFC Fund of Funds - the IDFC fund of Funds scheme is a multi manager funds which basically makes asset allocation larger and diversification simpler for the investor.

SL no #

Fund Name

1

IDFC Asset Allocation Fund of Funds - Aggressive Plan - Regular Plan – Dividend

 

 

IDFC ELSS fund- The ELSS funds by IDFC MF deals primarily in the equity shares. The Investments in ELSS funds qualify for TAX rebate under the Income Tax Act.

SL no #

Fund Name

1

IDFC Tax Advantage (ELSS) Fund - Regular Plan - Dividend

How to start investing

To start investing, you can log on to our Mutual Fund platform or download our App

Paisabazaar Mutual Fund Platform

  • Log on to our portal and register
  • Complete your KYC and upload related documents.
  • Start investing once verification is complete

 

Online Services by Paisabazaar.com

  • Paisabazaar online access is an Easy to use portal wherein the Customer can sit back and relax while the transactions can happen just at the click of one button. The features is available for any Resident Individuals under mode of holding as Single or Either or Anyone/Survivor), under guardian Hindu Undivided Family
  • Sole Proprietors and Non Resident Indians are allowed to register and transact. The Corporate companies can only register and access the information for their investment account
  • The registration is done on 4 parameters which arePAN card , registered Mobile, a validBank Account no and registered Email id. No separate PIN is required and the user can create their own username and password.

 

Benefits of online portal

  • Online SIP
  • Online registration
  • Online Cancellation
  • Additional Purchase
  • PAN based mapping
  • Scheduled Account Statements

 

Paisabazaar Mobile App

  • Download our app from the Google PlayStore or Apple Store to get started
  • You can invest and manage your investments easily on-the-go using Paisabazaar Mobile APP.

 

Mobile transaction access

  • The customers can Invest, Manage & learn more about investment opportunities easily on the go through their mobile phone itself.
  • The customer can register online onby using the ‘Register Now’ link.

 

Benefits

  • The investors can do any additional Purchase, Redemption, Switch
  • Get their account statements emailed to their registered email ID
  • Learn more about the basics of investing on the go!
  • Access customer service instantly for unleash Get in touch with us instantly

Team @ IDFC

Mr. Vishal Kapoor- Chief Executive Officer

Mr. Kapoor has over 20 years of experience in Financial Services domain where he has successfully handled Asset Management, Banking and Consumer Marketing. Mr. Kapoor is a Management graduate from IIM Ahmadabad and holds a Bachelor’s degree in Commerce from St. Xavier’s College, Kolkata.

Prior to IDFC he was associated with Standard Chartered Bank, Wealth Management Team. In his earlier stints, Mr. Kapoor has been associated with American Express and ITC Thread needle AMC, working across various geographies.

 

Kalpen Parekh - Managing Director, Sales & Marketing

Mr. Parekh has a rich experience of more 14 years with IDFC AMC since December’2010. He holds a Masters Degree in Management Studies and Bachelors Degree in Chemical Engineering .Before IDFC AMC, he has also worked with Birla Sun Life Asset Management Company Limited & ICICI Prudential Asset Management Company Limited handling various profiles in  sales & distribution for Mutual Fund, PMS and Real Estate.

 

Mr. Anoop Bhaskar Head - Equity

 With more 23 years in the mutual fund industry, Mr. Anoop Bhaskar has been associated with IDFC AMC since February 2016. He holds a Masters in Business Administration (Finance) and Bachelor’s degree in Commerce with honors. Before joining IDFC AMC, he has worked with was associated with UTI Asset Management Company Ltd and Sundaram Asset Management Company Limited as Fund Manager,

 

Mr. Suyash Chaudhary Head – Fixed Income at IDFC Asset Management Company Limited.

Mr. Chaudhary holds experience of over 11 years in the Fixed Income Investments. He holds a bachelor Degree of Arts in Economics and PGDBM from IIM, Calcutta. Before joining IDFC AMC he was associated with HSBC Asset Management Pvt. Ltd, Standard Chartered Asset Management Co. Pvt. Ltd. and Deutsche Bank AG.

.

Mr. Yogik Pitti Senior Manager – Fund Management at IDFC Asset Management Company Limited.

With an experience of more than 6 years in Mutual Fund, Mr. Yogik Pitti holds Bachelors Degree in Commerce.

He has been previously associated with IDFC AMC since February’ 2007 and Prior to the same, he was associated with CRISIL.

 

Mr. Harshal Joshi Senior Manager - Fund Management

Mr. Harshal Joshi is a reckoned fund manager with over 5.5 years in Mutual Fund Industry. He holds a PGDBM  and Masters Degree in Commerce. Prior to IDFC, He has been previously associated with ICAP India Pvt. Ltd.

 

Mr. Sunil Nair - Senior Vice President – Fund Management Limited.

With more 17 years of experience in Equity Dealing, Mr. Sunil Nair has been with IDFC AMC since July’2005. Prior to IDFC AMC , he was associated with Birla Sunlife AMC Ltd. And  Insec Shares & Stock (1994 - 1995).He holds a Bachelors Degree in Arts.

 

Ms Meenakshi Dawar - Associate Vice President– Fund Management

Ms. Meenakshi Dawar has an experience spanning of more than 5 years in Indian Equity Markets and has handled equity research function and fund management activities. She holds a Bachelors Degree in Technology and Masters in Business Administration from IIM, Ahmadabad.Prior to IDFC, she was associated with ICICI Securities and Edelweiss Securities in Equity Sales.

 

Mr. Anurag Mittal Associate Director – Fund Management

Mr. Anurag Mittal holds a rich experience in Fund Management, Dealing & Research Activities, for more than  9 years. He is a Chartered Accountant and holds a Master Degree in Accounting & Finance from London School of Economics & Political Science and a Bachelors Degree in Commerce. Prior to IDFC AMC, he was associated with HDFC Asset Management Company Ltd and Axis Asset Management Company Limited as Fund Manager. He was also associated with Bank of America involved in debt research.

 

Mr. Arvind Subramanian Associate Vice President - Investments, Fund Management & Credit Analysis. Mr. Subramanian has experience for more than 6 years in Credit Analysis Activities handling Credit Analysis of new/existing issuers. Prior to the same, he was associated with ICRA as Senior Analyst.He holds a Masters in Business Administration and also Bachelors Degree in Electrical Engineering

 

Mr. Viraj Kulkarni - fund manager for foreign securities

Mr. Kulkarni is a CFA holding a Bachelor’s degree in Technology and a PGDBM in Finance and posses a rich experience of over 4 years in Finance Industry

Prior to joining IDFC AMC, Mr. Kulkarni was associated with Franklin Templeton Asset Management Pvt. Ltd. and Goldman Sachs Services India as an Analyst for Wealth Management Technology

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