IDFC Regular Savings Fund -Regular Plan-Growth

(Erstwhile IDFC Monthly Income Plan-Regular Plan-Growth)

Category: Hybrid: Conservative
Launch Date: 25-02-2010
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 85+15 Conservative Index
Expense Ratio: 2.42% As on ( 31-10-2018)
Status: Open Ended Schemes(Hybrid Scheme - Conservative Hybrid Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 207.46 Cr As on ( 30-11-2018)
Turn over: 644.0
NAV as on 12-12-2018

20.7709

0.12 ( 0.5638% )

CAGR Since Inception

8.66%

PERFORMANCE of IDFC Regular Savings Fund -Regular Plan-Growth

Scheme Performance (%) Data as on - 11-12-2018

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
IDFC Regular Savings Fund -Regular Plan-Growth 1.6 7.1 9.44 - 8.66
Benchmark - - - - -
Hybrid: Conservative 0.56 6.72 8.35 8.45 8.04

Yearly Performance (%)

Fund Managers

Mr. Anurag Mittal, Mr. Sumit Agrawal

Mr. Mittal is B.Com. (Hons), CA and M.Sc. in Accounting and Finance (specialization in Finance) from London School of Economics & Political Science. Prior to joining IDFC AMC, he worked with HDFC AMC ( Sept. 2012 - Oct. 2015), Axis AMC (July 2009 - Sept. 2012), ICICI Prudential Life Insurance Company Ltd. as Credit Research Analyst (2008-2009) and with Bank of America in Corporate Banking (2006-2008).

Investment Objective

The scheme primarily aims to generate regular returns by predominantly investing in debt oriented mutual fund schemes and a small portion of scheme's assets will be invested in equity oriented MF schemes.

RETURNS CALCULATOR for IDFC Regular Savings Fund -Regular Plan-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Key Performance and Risk Statistics of IDFC Regular Savings Fund -Regular Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
IDFC Regular Savings Fund -Regular Plan-Growth 4.33 1.71 2.1 0.95 7.2 7.98
Hybrid: Conservative - - - - - -

PEER COMPARISION of IDFC Regular Savings Fund -Regular Plan-Growth

Period
Data as on - 11-12-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
IDFC Regular Savings Fund -Regular Plan-Growth 25-02-2010 1.6 4.98 7.1 9.44 0.0
Indiabulls Savings Income Fund-Regular Plan-Growth Option 02-12-2015 5.88 8.93 9.26 0.0 0.0
DHFL Pramerica Hybrid Debt Fund - Growth 02-11-2007 4.58 6.84 7.72 7.4 6.96
ICICI Prudential Regular Savings Fund - Plan - Growth 30-03-2004 4.04 7.96 9.5 11.32 11.2
Invesco India Regular Savings Fund - Growth 01-06-2010 3.94 4.98 7.6 6.65 0.0
Invesco India Regular Savings Fund - Monthly Dividend 01-06-2010 3.59 3.93 6.38 5.34 0.0
BARODA CONSERVATIVE HYBRID FUND - Plan A - Growth Option 08-09-2004 3.54 4.9 6.75 8.25 6.55
Reliance Hybrid Bond Fund-Growth Plan 29-12-2003 3.39 5.99 7.58 10.3 10.41
UTI - Regular Savings Fund - Regular Plan - Growth Option 16-12-2003 3.36 7.1 8.37 10.58 10.19
UTI - Regular Savings Fund - Regular Plan - Monthly Payment Option 16-12-2003 3.36 7.1 8.37 10.58 10.19

PORTFOLIO ANALYSIS of IDFC Regular Savings Fund -Regular Plan-Growth

Asset Allocation (%)

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