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We have made the process much easier and quicker by making KYC a one-time thing. All you need to do is fill in the online form and upload the necessary documents. Hence, keep scanned copies of your ID proof and residential proof ready.
After completing the KYC formality, please choose a plan listed on Cleartax Invest page. You may invest a lump sum or go for Systematic Investment Plans(SIP). Finally, make the payment via debit or credit card, e-wallet or Netbanking. In fact, it takes less than 7 minutes to be an investor with us.
Top 5 IDFC Mutual Funds | 1yr | 3yr | 5yr | 10yr |
IDFC All Seasons Bond Fund-Regular Plan | 3.46 | 6.66 | 7.74 | 7.80 |
DFC Arbitrage Fund-Regular Plan | 5.99 | 6.03 | 7.01 | 6.99 |
IDFC Asset Allocation Fund - Aggressive Plan - Regular Plan | 0.01 | 7.46 | 11.34 | |
IDFC Asset Allocation Fund - Conservative Plan - Regular Plan | 3.15 | 7.06 | 9.49 | 1.01 |
IDFC Asset Allocation Fund - Moderate Plan - Regular Plan | 1.97 | 7.32 | 10.39 |
Debt Fund Name | Risk | 5-yr Return | Objective |
IDFC Government Securities Fund - Constant Maturity Plan | Moderate | 8.69 | The funds aim to generate optimal returns alongside high liquidity through its investments in Government securities. |
IDFC Government Securities Fund - IP | Moderate | 8.21 | The prime objective of the scheme is to generate optimal returns along with high liquidity through investments in Government Securities. |
IDFC Low Duration Fund | Moderately Low | 8.25 | The scheme seeks to invest in high-quality money market and debt instruments to generate returns through accrual income. |
IDFC Dynamic Bond Fund-Regular Plan | Moderate | 8.01 | This fund aims to generate optimal returns by actively managing the portfolio and investing in debt and money market instruments across various maturities |
IDFC Bond Fund - Short Term Plan | Moderately Low | 7.75 | The objective of the scheme is to invest in a diversified portfolio comprising debt and money market securities. The aim is to generate optimal returns over the short run so that the Macaulay duration of the portfolio lies between 1 year and 3 years |
Hybrid Fund Name | Risk | 5-yr Return | Objective |
IDFC Dynamic Equity Fund | Moderately High | - (3 yr return 6.61) | The primary objective of this scheme is the generation of long-term capital appreciation with lower volatility through the systematic allocation of funds |
IDFC Asset Allocation Fund of Funds - Aggressive Plan | Moderately High | 11.34 | The investment objective of this scheme is to generate capital appreciation by investing in diverse mutual fund schemes, mainly in local funds that are based on a certain asset allocation model. |
IDFC Asset Allocation Fund of Funds- Moderate Plan | Moderately High | 10.39 | The main objective of this scheme is the generation of capital appreciation through investments in diverse mutual fund schemes. |
IDFC Equity Savings Fund (Formerly Known as IDFC Arbitrage Plus Fund) | Moderate | 6.19 | The objective of this scheme is the generation of income, which can be absolute to low volatility returns. This is done by taking advantage of the opportunities in the cash and the derivative areas of the equity markets which includes the arbitrage opportunities present within the derivative segment, by means of using other derivative based strategies. The balance is invested in the debt and money market instruments. |
IDFC Asset Allocation Fund of Funds- Conservative Plan | Moderate | 9.49 | The investment objective of this fund is to offer diversification across all asset classes and generate a combination of capital appreciation and income. It invests primarily in equity funds and debt funds based on a well-defined asset allocation model. |