IDFC Regular Savings Fund - Regular Plan - IDCW

3
Conservative NAV 13.4056 0.01 30 September, 2022
IDFC Regular Savings Fund - Regular Plan - IDCW was previously known as

IDFC Monthly Income Plan Regular - Payout

Fund Details

Category Conservative
Fund Type Open Ended
Investment Plan Dividend
Launch Date 25 February, 2010
Benchmark CRISIL MIP Blended
Asset Size(Cr) 171.31 (As on 30-06-2022)
Min Investment ₹ 5000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 1000
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 2.11% (As on 31-05-2022)
Fund Manager Sumit Agrawal,Harshal Joshi,Nishita Doshi,Viraj Kulkarni

Investment Returns (As on 30 Sep, 2022)

Duration Returns Benchmark Category
1 W -0.34% -0.02% -0.01%
1 M -1.26% 1.81% 1.45%
3 M 1.56% 0.64% -1.32%
6 M -2.46% 1.32% -0.45%
1 Y -4.07% 1.51% 5.13%
2 Y 5.33% 2.46% 9.77%
3 Y 1.56% 4.31% 7.63%
5 Y 0.59% 4.92% 5.69%

Risk Mesasures (As on 30 Sep, 2022)

Std Dev Sharpe Beta Alpha
Fund 4.26 1.21 -0.23 0.95
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 17.91%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
IDFC Regular Savings Fund - Regular Plan - IDCW -4.07% 1.56% 0.59%
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 4.03% 9.23% 6.1%
Axis Regular Saver Fund - Regular Plan - Growth Option 0.43% 8.56% 6.23%
DSP Regular Savings Fund- Regular Plan - Growth 0.13% 6.68% 4.29%
Nippon India Hybrid Bond Fund-Growth Plan 4.1% 1.52% 2.16%

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