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 July 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 | 3.37 | 6.75 | 5.92 | 8.27 | 7.95 | 10,337 | 12,167 | 13,339 | 22,162 | 25,971 |
| 3.07 | 8.10 | 7.53 | 9.19 | 8.64 | 10,307 | 12,636 | 14,377 | 24,095 | 28,103 | |
| -1.29 | 2.83 | 4.25 | 6.40 | 6.08 | 9,871 | 10,874 | 12,315 | 18,608 | 20,888 | |
| ^ Tier 1 Benchmark | ^^ Alternate Benchmark | ^^^ Tier 2 Benchmark | ||||||||||
This fund is managed by Mr. Sachin Relekar (w.e.f 01/03/2022) & Viraj Kulkarni (w.e.f 07/01/2022)
View fund performance of other funds managed by Mr. Sachin Relekar , Viraj Kulkarni
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.