IDFC Bond Fund - Income Plan Direct Plan
Scheme Type
Open-ended
Scheme Category
Medium to Long Duration
Benchmark Type
Crisil Composite Bond Index
Scheme AUM (in Crs.)
₹ 733.38
Expense Ratio
1%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 64583
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
13 Mar 2000
Sponsor
NA
Email
investor@idfcmf.com
Phone
022 - 66289999
Address
OneIndiaBulls Centre, 841,,Jupiter Mills Compound, Senapati Bapat Marg,,Elphinstone Road (West),, Mumbai - 400 001
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderate
Exit Load
For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The scheme seeks to invest in a diversified set of debt and money market securities with the aim of generating optimal returns over medium to long term such that the Macaulay duration of the portfolio is between 4 years and 7 years.
Suitability
This product is suitable for investors who are seeking
• To generate long term optimal returns by active management
• Investments in high quality money market & debt instruments including G-Sec securities
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹6,136
Portfolio Value
₹136
Total Returns
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.