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
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 LoadIf redeemed/switched out within 365 days from the date of allotment: For 10% ofinvestment : Nil, For remaining investment : 1%If redeemed/switched out after 365 days from thedate of allotment: Nil
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
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
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Value of 10,000 invested in IDFC Bond Fund - Income Plan - Regular Plan - Growth
Annualized Returns
IDFC Bond Fund - Income Plan - Regular Plan - Growth
Crisil Composite Bond Fund Index #
CRISIL 10 Year Gilt Index ##
| Scheme Names | CAGR Returns (%) | Current value of Investment of 10,000 | ||||||
|---|---|---|---|---|---|---|---|---|
| 1 year | 3 year | 5 year | 14/07/2000 Since inception | 1 year | 3 year | 5 year | 14/07/2000 Since inception | |
| IDFC Bond Fund - Income Plan - Regular Plan - Growth | 10.69 | 9.46 | 8.62 | 8.51 | 11,071.89 | 13,119.19 | 15,128.28 | 53,570.9 |
| Crisil Composite Bond Fund Index # | 11.22 | 9.65 | 9.12 | N.A. | 11,125.53 | 13,186.35 | 15,476.63 | N.A. |
| CRISIL 10 Year Gilt Index ## | 8.92 | 9.10 | 7.93 | N.A. | 10,894.09 | 12,990.05 | 14,653.82 | N.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 | / Unit | NAV |
|---|---|---|
| No Data Available! | ||