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. A scheme with relatively high interest rate risk and relatively low credit risk.

DebtInception Date:14/07/2000
Ask 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
Select
Annualised Returns(as on 31st Jul, 2022)-0.31%1yr4.99%3yr5.23%5yr
NAV 54.2468 as on 02/08/20221 Day Change: 0.21(0.38%)

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

Tier 1 Benchmark : NIFTY Medium to Long Duration Debt Index A- III (w.e.f. 1st April 2022)Alternate Benchmark : CRISIL 10 Year Gilt Index

Performance as on 30th June 2022

Scheme NamesCAGR Returns (%)Current value of Investment of 10,000
1 year3 year5 year10 year14/07/2000 Since inception1 year3 year5 year10 year14/07/2000 Since inception
IDFC Bond Fund - Income Plan - Regular Plan - Growth-0.314.995.237.487.929,96911,57812,90520,58153,414
N.A.N.A.N.A.N.A.N.A.N.A.N.A.N.A.N.A.N.A.
-3.643.694.136.27N.A.9,63611,15012,24418,387N.A.
^ Tier 1 Benchmark   |   ^^ Alternate Benchmark   |   ^^^ Tier 2 Benchmark

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

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/3a5CcbE

IDFC Bond Fund Income Plan

(Scheme Risk-o-meter)

Investors understand that their principal will be at Moderate Risk.

NIFTY Medium to Long Duration Debt Index A- III (w.e.f. 1st April 2022)

(Tier 1 Benchmark Risk-o-meter)

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.