IDFC Bond Fund - Short Term Plan Regular Plan Growth
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- Fund Summary
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|Risk||Low to Moderate Risk|
|Fund Type||Short Duration|
More about this fund
|Reliance Industries Limited||7.11%|
|8.24% Govt Stock 2027||3.65%|
|Housing Development Finance Corporation Limited||3.36%|
|National Bank For Agriculture and Rural Development||3.22%|
|Power Finance Corporation Limited||3.03%|
|Indian Railway Finance Corporation Limited||2.89%|
|LIC Housing Finance Limited||2.65%|
|6.79% Govt Stock 2027||2.58%|
|LIC Housing Finance Limited||2.47%|
|Small Industries Development Bank of India||2.35%|
About IDFC Bond-Short Term Plan Fund
Being an open ended debt fund, the scheme aims to generate optimal returns over a short term by investing in a diversified set of debt and money market securities such that the Macaulay duration of the portfolio is between 1 year and 3 years.
Pros and Cons of IDFC Bond-Short Term Plan Fund
This scheme is suitable for investors seeking: 1. Over short to medium term generate optimal returns. 2. The fund invests in debt and money market securities such that the Macaulay duration of the portfolio is between 1 year and 3 years.
Fund Information and Statistics of IDFC Bond-Short Term Plan Fund
i) Inception / Launch date
The IDFC Bond-Short Term Plan Fund was launched on 14 December 2000 by IDFC Mutual Fund.
ii) Risk level
The NAV of the units issued under the schemes may get impacted by various factors affecting the capital markets due to which it may go up or down. The rate of returns of the schemes is not assured. The securities of the mutual fund are subject to market risks and there is no such assurance that the objective of the scheme will be achieved.
The dispatch of redemption proceeds within 10 business days from the date of acceptance of the redemption request.
iv) Fund Manager
Mr. Suyash Choudhary is the fund manager of IDFC Bond-Short Term Plan since March 2011.
v) Entry / Exit load
The entry load for this scheme is NIL and the exit load is not applicable.
Tax benefits of investing in IDFC Bond-Short Term Plan Fund
If the units are held for more than 36 months from the date of investment then it is subject to long term capital gains and are taxed at the rate of 20% with indexation. Units held for lesser period are subject to short term capital gains and are taxed as per the investor’s income slab.
About IDFC Mutual Fund
IDFC Mutual Fund is one of the largest fund houses in India. By investing in money market securities and fixed income the mutual fund seeks to generate stable returns with low risk strategy. For common man as it offers an opportunity to invest relatively in a low cost in professionally and diversified managed basket of securities, it is one of the most viable investment option.
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All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,
- High Risk = High possible returns
- Low Risk = Stable, relatively lower returns