IDFC Regular Savings Fund -Direct Plan-Growth

IDFC Regular Savings Fund -Direct Plan-Growth of IDFC Mutual Fund has asset class type as Hybrid-Debt. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.65

Age

NA Years

Fund Manager

Anurag Mittal

AuM (Rs Crores)

207.3886

Asset Class

Hybrid-Debt

Net Asset Value:

21.9505

Rating

2

Exit Load

0.01

Benchmark

CRISIL Hybrid 85+15 - Conservative Index

Fund Type

MIP

SEBI Category

Conservative Hybrid Fund

Fund Manager Details:

Anurag Mittal B.Com (Hons),ACA,MSc in Accounting and Finance From London School of Economics. Prior to joining IDFC AMC , he worked with HDFc AMC & Axis AMC, ICICI Prudential Life Insurance Company Ltd. as Credit Research Analyst and with Bank of America in Corporate Banking .

Objective:

To generate regular returns through investment primarily in debt oriented Mutual Fund Schemes (Such as Income and Liquid funds). The secondary objective of the Scheme is to generate long-term capital appreciation by investing a portion of the Scheme's assets in equity oriented MF schemes.

Top Holdings:

  • Banks (3.71)
  • Finance (3.11)
  • IT - Software (3.7)
  • Refineries (2.25)
  • FMCG (1.87)
  • Pharmaceuticals (1.76)
  • Tobacco Products (1.34)
  • Automobile (1.8)
  • Plastic products (.98)
  • Infrastructure Developers & Operators (.82)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition