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: 2.18% As on ( 31-01-2019) |
| Status: Open Ended Schemes(Hybrid Scheme - Conservative Hybrid Fund) for subscription |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 204.14 Cr As on ( 31-01-2019) |
| Turn over: 644.0 |
PERFORMANCE of IDFC Regular Savings Fund -Regular Plan-Growth
Scheme Performance (%) Data as on - 19-02-2019
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| IDFC Regular Savings Fund -Regular Plan-Growth | 2.57 | 7.84 | 9.27 | - | 8.54 |
| Benchmark | - | - | - | - | - |
| Hybrid: Conservative | 1.79 | 7.71 | 8.84 | 8.89 | 8.34 |
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)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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.
Riskometer
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
| 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 | 2.57 | 4.45 | 7.84 | 9.27 | 0.0 |
| ICICI Prudential Regular Savings Fund - Plan - Growth | 30-03-2004 | 5.75 | 7.51 | 10.83 | 11.6 | 11.22 |
| Reliance Hybrid Bond Fund-Growth Plan | 29-12-2003 | 5.04 | 6.3 | 8.8 | 10.3 | 10.72 |
| Invesco India Regular Savings Fund - Growth | 01-06-2010 | 4.78 | 4.44 | 7.94 | 6.88 | 0.0 |
| ICICI Prudential Regular Savings Fund - Plan - Half Yearly Dividend | 04-07-2010 | 4.51 | 5.24 | 7.84 | 8.93 | 0.0 |
| Invesco India Regular Savings Fund - Monthly Dividend | 01-06-2010 | 4.48 | 3.92 | 6.71 | 5.57 | 0.0 |
| BARODA CONSERVATIVE HYBRID FUND - Plan A - Growth Option | 08-09-2004 | 4.41 | 4.92 | 6.6 | 7.96 | 6.5 |
| DHFL Pramerica Hybrid Debt Fund - Growth | 02-11-2007 | 4.37 | 5.69 | 7.8 | 7.64 | 6.73 |
| Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth | 24-04-1988 | 4.24 | 5.03 | 7.62 | 8.59 | 9.18 |
| ICICI Prudential Regular Savings Fund - Plan - Quarterly Dividend | 04-07-2010 | 3.93 | 4.45 | 7.53 | 8.45 | 0.0 |