IDFC Regular Savings Fund Direct Plan

Scheme Type
Open-ended
Scheme Category
Conservative Allocation
Benchmark Type
Crisil MIP Blended Index
Scheme AUM (in Crs.)
₹ 205.64
Expense Ratio
1.65%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 64583
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
22.0971
(0 %)
NAV as on 2019-01-18
Returns
Fund
IDFC Regular Savings Fund Direct Plan
1 Year
2.15%
3 Year
8.5%
5 Year
9.95%
AMC Details
amc launch date
Launch Date
13 Mar 2000
amc sponsor
Sponsor
NA
amc email
Email
investor@idfcmf.com
amc phone
Phone
022 - 66289999
amc address
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 High
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 primary objective of the Scheme is to generate regular returns through investment predominantly in debt instruments. The secondary objective of the Scheme is to generate long-term capital appreciation by investing a portion of the Scheme's total assets in equity securities.
Suitability
This product is suitable for investors who are seeking
• Capital appreciation and provide regular income over a long period of time Investment primarily in debt securities
• to generate regular returns and investment of a portion of the Scheme's assets in equity securities to generate long-term capital appreciation
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,038
Portfolio Value
38
Total Returns