Based on 1,3,5 Yr performance,
stability of returns.
It is the Category Rank and
not the Sub-category Rank.
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| Asset Size: | 7175Cr |
| Expense Ratio: | 0.51% |
| Fund Manager(s): | Anurag Mittal, |
| 5year Returns: | 7.7% |
IDFC Low Duration Fund Regular Plan Growth
Liquid Plus
Low Duration
Nav :
29.9418
(
-0.02%)
December 2nd, 2020
Rank (of 245)
9
Annualized Returns(5 yrs)
7.7%
Investment Horizon
<1 Yr
Doubled Money
9yrs 4m
Liquid Plus
Low Duration
Nav :
29.9418
(
-0.02%)
December 2nd, 2020
People currently viewing this : 1
Upwardly's Take :
This fund's return does not fluctuate too much. Invest in this fund if your investment horizon is less than one year and if you want better returns than Liquid Funds. Look for funds with no exit load.
This is a great substitute for FD. Park your money here and get substantially higher returns than savings bank account.
FUND PAST PERFORMANCE
Fund's historical return with Fixed Deposit
3m
6m
1y
3y
5y
3 and 6 Months returns are absolute
Assuming 30% tax bracket
FUND MULTIPLIER
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Take To Multiply
2x
4x
5x
TOP 5 HOLDING INVESTED IN
FUND DETAIL INFORMATION
The Scheme seeks to offer an investment avenue for short term savings by looking to generate returns commensurate with a low risk strategy from a portfolio that is invested in debt and money market securities such that the Macaulay duration of the portfolio is between 6 months and 12 months.
Basic Details
Fund House
IDFC
Launch Date
January 17th, 2006
Expense Ratio
0.51%
Fund Category Risk
Low
Std Dev (1Yr)
0.987
Std Dev (3Yr)
0.862
Std Dev (5Yr)
0.799
Asset Size
7175Cr
Investment Details
Investment Plan
Growth
Return since Launch
7.65 %
Exit Load
No Exit Load
YTM
3.74 %
Modified Duration
0.78904