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 which seeks to invest in highly rated money market & debt instruments (including govt securities) & aims to generate stable long term returns through mix of accrual income and capital appreciation.
- Min Investment 5,000
- Min SIP Amount 1,000
- Exit Load0.01%If 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 for goals with a horizon of 5+ years, 3-5 years
Benchmark : Crisil Composite Bond Fund IndexAlternate Benchmark : CRISIL 10 Year Gilt Index
Suyash Choudhary has been associated with IDFC AMC since October 2010 and with almost two decades of experience he heads the fixed income business at IDFC AMC.
He is managing this fund since 15/10/2010
Value of 10,000 invested in IDFC Bond Fund - Income Plan - Regular Plan - Growth
IDFC Bond Fund - Income Plan - Regular Plan - GrowthValue:11,318.68
Crisil Composite Bond Fund Index #Value:11,314.43
CRISIL 10 Year Gilt Index ##Value:11,117.53
|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||13.07||8.05||9.11||8.63||11,318.68||12,615.95||15,472.57||52,219.3|
|Crisil Composite Bond Fund Index #||13.11||8.56||9.45||0.00||11,314.43||12,796.04||15,717.46||0|
|CRISIL 10 Year Gilt Index ##||11.14||6.87||8.44||0.00||11,117.53||12,208.47||15,004.44||0|
|# Scheme Benchmark | ## Scheme Alternate Benchmark|
This fund is managed by Suyash Choudhary (w.e.f 15/10/2010 )
*Performance based on NAV as on 31/07/2020.
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.
For taxation, please refer the link : https://bit.ly/2BbIG7j
Dividend HistoryDividend History
|Record Date||/ Unit||NAV|