IDFC Asset Allocation Fund of Funds - Aggressive Plan

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IDFC Asset Allocation Fund of Funds - Aggressive Plan

An open ended fund of fund scheme investing in schemes of IDFC Mutual Fund - equity funds and debt funds excluding Gold ETF

Fund of FundsInception Date:11/02/2010
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Aggressive plan of Asset Allocation FoF  with 40-80% Equity, 0-40% Debt along with option to invest in Gold  (0-30%) and debt and money market securities  (0-5%)

  • Min Investment 5,000
  • Min SIP Amount 1,000
  • Exit Load

    a) If redeemed/switched out within 365  days from the date of allotment:
    ->Upto 10% of investment:Nil,
    ->For remaining investment: 1% of applicable NAV.
    b) If redeemed / switched out after 365 days from date of allotment: Nil. (w.e.f. May 08, 2020)

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Annualised Returns(as on 31st Oct, 2022)-0.46%1yr10.67%3yr6.74%5yr
NAV 31.7910 as on 28/11/20221 Day Change: 0.09(0.27%)

Scheme is suitable for a minimum investment horizon of 6 months

Tier 1 Benchmark : CRISIL Hybrid 35+65 Aggressive IndexAlternate Benchmark : Nifty 50 TRI

Performance as on 31st October 2022

Scheme NamesCAGR Returns (%)Current value of Investment of 10,000
1 year3 year5 year10 year11/02/2010 Since inception1 year3 year5 year10 year11/02/2010 Since inception
IDFC Asset Allocation Fund of Funds - Aggressive Plan - Regular Plan - Growth-0.4610.676.749.539.429,95413,56013,85824,87031,440
3.4914.2711.2212.6611.3010,34914,92617,02532,96339,071
3.3016.2313.1613.7412.2810,33215,70918,55836,27543,671
^ Tier 1 Benchmark   |   ^^ Alternate Benchmark   |   ^^^ Tier 2 Benchmark

This fund is managed by Mr. Sachin Relekar (w.e.f 01/03/2022) & Viraj Kulkarni (w.e.f 07/01/2022)

View fund performance of other funds managed by Mr. Sachin Relekar , Viraj Kulkarni

Past performance may or may not be sustained in future.
Regular and Direct Plans have different expense structure. Direct Plan shall have a lower expense ratio excluding distribution expenses, commission expenses etc.

Taxation:

For taxation, please refer the link :  https://bit.ly/3a5CcbE

IDFC Asset Allocation Fund of Funds Aggressive Plan

(Scheme Risk-o-meter)

Investors understand that their principal will be at Very High Risk.

CRISIL Hybrid 35+65 Aggressive Index

(Tier 1 Benchmark Risk-o-meter)

This product is suitable for investors who are seeking* :

  • To generate capital appreciation and income over long term.
  • Investment in different IDFC Mutual Fund schemes based on a defined asset allocation model.

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.