Our Funds / Debt Funds

IDFC Bond Fund Short Term Plan

An open ended short term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 1 year and 3 years. A scheme with moderate interest rate risk and relatively low credit risk.

DebtInception Date:14/12/2000
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The portfolio is mostly a mix of short duration debt and money market instruments. The average portfolio maturity is anchored around 2 years. (Min. recommended investment horizon- 1 year)

  • Min Investment 5,000
  • Min SIP Amount 1,000
  • Exit Load
    Nil (w.e.f. 23rd May 2016)
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Annualised Returns(as on 31st Jul, 2022)1.99%1yr5.93%3yr6.27%5yr
NAV 46.4743 as on 29/07/20221 Day Change: 0.04(0.08%)

Scheme is suitable as 'Core' debt allocation and is recommended for a minimum investment horizon of 2 years

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

Tier 2 Benchmark : NIFTY AAA Short Duration Bond Index

Performance as on 30th June 2022

Scheme NamesCAGR Returns (%)Current value of Investment of 10,000
1 year3 year5 year10 year14/12/2000 Since inception1 year3 year5 year10 year14/12/2000 Since inception
IDFC Bond Fund - Short Term - Regular Plan - Growth1.995.936.277.447.3410,19911,89313,55820,50046,049
N.A.N.A.N.A.N.A.N.A.N.A.N.A.N.A.N.A.N.A.
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 11/03/2011)

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 Short Term Plan

(Scheme Risk-o-meter)

Investors understand that their principal will be at Moderate Risk.

NIFTY Short Duration Debt Index A-II (w.e.f. 1st April 2022)

(Tier 1 Benchmark Risk-o-meter)

NIFTY AAA Short Duration Bond Index

(Tier 2 Benchmark Risk-o-meter)

This product is suitable for investors who are seeking* :

  • To generate optimal returns over short to medium term.
  • Investments in Debt & Money Market securities such that the Macaulay duration of the portfolio is between 1 year and 3 years.

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