Rating : ★ ★ ★ ☆ ☆
IDFC Bond Fund - Short Term Plan Regular Plan Monthly Dividend Payout
 ÂShort Duration Fund
Fund Type
Open Ended
Investment Plan
Dividend Payout
Expense Ratio
1%
Asset Size
10918.59 Cr.
(As of 15 May, 2022)
Benchmark
Nifty Short Duration Debt TR INR
Riskometer
Investors understand that their principal will be at Low to Moderate Risk.
Objective
The scheme seeks to invest in a diversified set of debt and money market securities with the aim of generating optimal returns over short term such that the Macaulay duration of the portfolio is between 1 year and 3 years.
 
Fund manager
Suyash Choudhary
Exit load
N / A
Minimum sip
₹1000
Minimum investment
₹5000
Top Holdings
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Company
Assets
5.63% Govt Stock 2026
56.78%
Housing Development Finance Corporation Ltd
3.39%
Reliance Industries Limited
2.50%
Reliance Industries Limited
1.70%
Sector Allocation
About the Scheme Type
Short Duration Mutual Funds usually have an investment horizon spanning about 1 – 3 years, with a scope to be extended to 4 years. Short Duration Mutual Funds are often accompanied by modest risks and non-volatile returns and theydo not even attract penalty on pre-mature withdrawals. These are usually beneficial for investors with lower risk appetite and offer greater post tax returns in comparison to other non-equitycounterparts of the same tenure.
Ratings
This fund is rated 3 stars by Morning Star Ratings.
★ ★ ★ ☆ ☆
Overview of IDFC Asset Management Company Limited
IDFC Asset Management Company Limited finds its roots back to 2000 when it was established and which has since gone on to become one of the largest fund houses in India (in terms of AUM). The IDFC Mutual Fund provides its services to institutional and retail investors and has developed a robust network to deliver consistent value to its investors across India. The IDFC Fund manages equity, fixed income, and balanced mutual funds for its clients and invests in public equity and fixed income markets of India. The firm obtains external research to complement its in- house research. IDFC Asset Management Company Limited operates as a subsidiary of IDFC Financial Holding Company Limited.