IDFC Asset Allocation Fund of Funds Conservative Plan
An open ended fund of fund scheme investing in schemes of IDFC Mutual Fund - equity funds and debt funds excluding Gold ETF
Conservative plan of Asset Allocation FoF with 10-30% Equity, 35-90% 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
If redeemed/switched out within 365 days from the date of allotment:
->Upto 10% of investment:Nil,
->For remaining investment: 1% of applicable NAV.
If redeemed / switched out after 365 days from date of allotment: Nil. (w.e.f. May 08, 2020)
Scheme is suitable for a minimum investment horizon of 3 years
Tier 1 Benchmark : CRISIL Hybrid 85+15 - Conservative IndexAlternate Benchmark : CRISIL 10 Year Gilt Index
- Performance
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Performance as on 31st May 2022
| Scheme Names | CAGR Returns (%) | Current value of Investment of 10,000 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 1 year | 3 year | 5 year | 10 year | 11/02/2010 Since inception | 1 year | 3 year | 5 year | 10 year | 11/02/2010 Since inception | |
| IDFC Asset Allocation Fund of Funds - Conservative Plan - Regular Plan - Growth | 2.45 | 5.84 | 5.86 | 8.20 | 7.87 | 10,245 | 11,857 | 13,295 | 22,002 | 25,403 |
| 1.82 | 8.08 | 7.74 | 9.23 | 8.59 | 10,182 | 12,627 | 14,518 | 24,180 | 27,581 | |
| -3.88 | 4.08 | 4.31 | 6.30 | 6.00 | 9,612 | 11,276 | 12,350 | 18,420 | 20,496 | |
| ^ Tier 1 Benchmark | ^^ Alternate Benchmark | ^^^ Tier 2 Benchmark | ||||||||||
This fund is managed by Mr. Sachin Relekar (w.e.f 01/03/2022)
View fund performance of other funds managed by Mr. Sachin Relekar
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 Conservative Plan
(Scheme Risk-o-meter)
CRISIL Hybrid 85+15 - Conservative 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.