IDFC Mutual Fund

IDFC Mutual Fund

One of the largest mutual fund houses in the country in terms of Asset Under Management (AUM), IDFC Mutual Fund was established in 2000.

It was established with the sponsorship of the Government of India (GOI), which had a major share of the shares of the Government of India, Singapore, AIG, International Finance Corporation and headquarters of JP Morgan, Citigroup, Morgan Stanley, and Goldman Sachs, etc., Mumbai Headquartered in AMC, AMC has developed into a strong network, providing greater value to its customers.

With a strong research wing, the fund house offers a diverse range of mutual fund schemes in the equity, debt, and hybrid categories including funds for wealth creation and tax savings.

Reason’s to choose IDFC Mutual Fund

SIP Calculator – IDFC Mutual Fund

  • Step 1

    Go to the IDFC Mutual Fund SIP calculator link

  • Step 2

    Select Fund Type, Enter Amount and Enter Year Details

  • Step 3

    Check Result

Top 5 IDFC Mutual Fund

1. IDFC All Seasons Bond Fund-Regular Plan

Short-term debt funds are suitable for investing your money for a period of 1 year to 3 years. You can expect to earn more returns than what a bank of a similar period could get a term deposit.

The risk of loss in these funds is low in the said time frame, but they do not guarantee returns or capital security like bank deposits. There have been instances when short-term funds have suffered losses.

Remember, these are suitable for investing only for short periods of up to 3 years. If your objective is to build wealth in the long run, do not invest in it, nor any other short duration funds.

Returns

Fund Name 1 Year (%) 3 Year (%) 5 Year (%) Category Risk Grade
IDFC All Seasons Bond Fund-Regular Plan
3.46
6.66
7.74
(Debt) Short Duration
Low

2. IDFC Arbitrage Fund-Regular Plan

Arbitrage funds invest in equity shares and derivatives and earn their returns through the price difference between a share and its futures. By investing in these funds, you can expect better returns than what you would get from a bank account.

Arbitrage funds fully protect their equity investments, which basically means that their returns are not affected by the day-to-day fluctuations of the stock market. The risk of loss in these funds is low, but they do not guarantee returns or capital security.

Returns

Fund Name 1 Year (%) 3 Year (%) 5 Year (%) Category Risk Grade
IDFC Arbitrage Fund-Regular Plan
5.99
6.03
7.01
(Debt) Short Duration
Low

3. IDFC Asset Allocation Fund – Aggressive Plan – Regular Plan

When you invest for three years or longer, you can expect a profit beating the inflation rate and slightly higher than fixed income options. But be prepared for some fluctuations in your investment value along the way.

Returns

Fund Name 1 Year (%) 3 Year (%) 5 Year (%) Category Risk Grade
IDFC Asset Allocation Fund – Aggressive Plan – Regular Plan
0.01
7.46
11.34
(Debt) Short Duration
Low

Warning: If you need to capitalize your investment in less than three years, do not invest in this or any other aggressive hybrid fund.

4. IDFC Asset Allocation Fund – Conservative Plan – Regular Plan

When you invest for three years or longer, you can expect a profit beating the inflation rate and slightly higher than fixed income options. But be prepared for some fluctuations in your investment value along the way.

Returns

Fund Name 1 Year (%) 3 Year (%) 5 Year (%) Category Risk Grade
IDFC Asset Allocation Fund – Conservative Plan – Regular Plan
3.15
7.06
9.49
(Debt) Short Duration
Low

Warning: If you need to capitalize your investment in less than three years, do not invest in this or any other aggressive hybrid fund.

5. IDFC Asset Allocation Fund – Moderate Plan – Regular Plan

When you invest for three years or longer, you can expect a profit beating the inflation rate and slightly higher than fixed income options. But be prepared for some fluctuations in your investment value along the way.

Returns

Fund Name 1 Year (%) 3 Year (%) 5 Year (%) Category Risk Grade
IDFC Asset Allocation Fund – Moderate Plan – Regular Plan
1.97
7.32
10.39
(Debt) Short Duration
Low

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