IDFC Bond Fund - Short Term Plan Direct Plan
Scheme Type
Open-ended
Scheme Category
Short Term
Benchmark Type
Crisil Short-Term Bond Index
Scheme AUM (in Crs.)
₹ 4973.95
Expense Ratio
0.27%
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
Moderately Low
Exit Load
N.A.
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 short term such that the Macaulay duration of the portfolio is between 1 year and 3 years.
Suitability
This product is suitable for investors who are seeking
• To generate optimal returns over short to medium term
• Investments in good quality fixed income & Money Market securities
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹6,137
Portfolio Value
₹137
Total Returns
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