Our Funds / Debt Funds

IDFC Bond Fund Income Plan

An open ended medium term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 4 years and 7 years

DebtInception Date:14/07/2000Ask an Advisor

An actively managed bond fund (with Macaulay duration between 4 to 7 years) which seeks to invest in highly rated money market and debt instruments (including government securities) (Min. recommended investment horizon- >3years)

  • Min Investment 5,000
  • Min SIP Amount 1,000
  • Exit Load
    If redeemed/switched out within 365 days from the date of allotment: For 10% of
    investment : Nil, For remaining investment : 1%
    If redeemed/switched out after 365 days from the
    date of allotment: Nil
Investors understand that their principal will be at Moderate Risk.

This product is suitable for investors who are seeking* :

  • To generate optimal returns over long term.
  • Investments in Debt & Money Market securities such that the Macaulay duration of the portfolio is between 4 years and 7 years

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

Scheme is suitable as 'Satellite' debt allocation and is recommended for a minimum investment horizon of more than 3 years

Benchmark : Crisil Composite Bond Fund IndexAlternate Benchmark : CRISIL 10 Year Gilt Index

Select
Annualised Returns(as on 31st Jan, 2021)10.69%1yr9.46%3yr8.62%5yr
*NAV 52.5434 as on 23/02/2021-0.00(-0.01%) Get NAV History

Value of 10,000 invested in IDFC Bond Fund - Income Plan - Regular Plan - Growth

Annualized Returns

IDFC Bond Fund - Income Plan - Regular Plan - Growth

Value:11,071.89

Return:10.69%

Crisil Composite Bond Fund Index #

Value:11,125.53

Return:11.22%

CRISIL 10 Year Gilt Index ##

Value:10,894.09

Return:8.92%
Scheme NamesCAGR Returns (%)Current value of Investment of 10,000
1 year3 year5 year14/07/2000 Since inception1 year3 year5 year14/07/2000 Since inception
IDFC Bond Fund - Income Plan - Regular Plan - Growth10.699.468.628.5111,071.8913,119.1915,128.2853,570.9
Crisil Composite Bond Fund Index #11.229.659.12N.A.11,125.5313,186.3515,476.63N.A.
CRISIL 10 Year Gilt Index ##8.929.107.93N.A.10,894.0912,990.0514,653.82N.A.
# Scheme Benchmark   |   ## Scheme Alternate Benchmark

This fund is managed by Suyash Choudhary (w.e.f 15/10/2010)

*NAV as on 23/02/2021, performance of IDFC Bond Fund - Income Plan - Regular Plan - Growth as on 31/01/2021.

View fund performance of other funds managed by Suyash Choudhary

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/2BbIG7j

Record Date/ UnitNAV

No Data Available!