Tuesday, August 16, 2022

IDFC Mutual Fund – Top Schemes, Performance

Established in 2000, IDFC Mutual Fund is one of India’s leading mutual fund houses by asset size. The fund house manages assets worth (AUM) of Rs  122130.87 crore as of March 2021. It was founded with the sponsorship of the Government of India (GOI) with a majority of shares distributed between GOI,IDFC Mutual Fund – Top Schemes Government of Singapore, the International Finance Corporation, Citigroup, AIG, JP Morgan, Goldman Sachs, and Morgan Stanley, etc. 

With a headquarter in Mumbai, Maharashtra, the IDFC Mutual Fund has set up a vast network for delivering consistent values to its clients since its foundation. The organization is infamous for its robust research wing,IDFC Mutual Fund – Top Schemes which offers a diverse range of mutual fund plans across debt, equity, and hybrid categories, including funds for wealth creation and saving taxes. 

Types of Funds Offered:

Equity Fund

Equity funds offered by IDFC Mutual Fund are ideal for those looking to build an ideal long-term wealth creation strategy. Such types of funds help them invest in stocks/ shares of a company and become stakeholders,IDFC Mutual Fund – Top Schemes also the company’s performance directly impacts the stock’s performance.  However, the timeline allows the investor to yield a higher amount of returns. 

Because of the high risk involved, risk-averse investors tend to keep a lower proportion of equity mutual funds in their portfolios.  IDFC Tax Advantage (ELSS), IDFC Large Cap Fund, and IDFC Sterling Value Fund are some of the popular equity funds.

Debt Fund

IDFC Debt Mutual Fund invests in the money market, as a rule, they offer lower but assured returns. Such funds offer a safer form of investment and are best for investors who have a hard time coping with the substantial fluctuations in the stock market. The IDFC Mutual Funds offer schemes like IDFC Banking & PSU Debt Fund and IDFC Government Securities Investment Plan, which are some of the top-performing funds in this segment. 

Hybrid Fund

The hybrid fund’s scheme offered by IDFC Mutual Funds seeks to balance the aggressive side of the portfolio with a lower risk profile of debt assets. Thanks to this, the investor gets a chance to trade in equities and, at the same time, remain protected from the turmoil of the stock market via the assured returns of debt assets inside the portfolio. IDFC Hybrid Equity Fund, IDFC Balanced Advantage and IDFC Asset Allocation Conservative are some of the popular schemes floated by IDFC asset management company in this segment. 

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Why Choose IDFC Mutual Fund?

Complete Transparency: IDFC Mutual fund’s expert counsellor provides full disclosure to venture capitalists when they embark on a new investment journey. Such a thing helps the investor receive comprehensive insights into all the risks involved and make correct decisions based on that. 

Tax benefits: Some of the IDFC MF schemes, like IDFC Tax Advantage (ELSS), qualify for tax deduction under Section 80C of the Indian Income Tax Act for the investor’s benefit. Coupled with the stable returns, such schemes seek to build a diversified portfolio with solid rules, making it very attractive. 

Online transactions: People involved with IDFC need not step out of their homes or offices to make transactions on IDFC mutual funds schemes. Such convenience makes the asset management company a prefered choice for numerous investors across India. The online interface provides services like making payments for premiums, monitoring NAV, or redeeming the investment without any hassle. 

Extensive portfolio management: 

Becoming an investor in IDFC mutual fund scheme allows you to have a dedicated relationship manager to help you throughout the investment journey. The role of the relationship manager is to help you in planning and investing to help you reach your financial goals effortlessly. 

Top Performing Mutual Funds Offered by IDFC Mutual Fund

IDFC Sterling Value Fund:

IDFC Sterling Value Fund is for investors who want to generate capital gains from a diversified range of equity and instruments related to equity. 

IDFC Sterling Value Fund is suited for?

This fund is suitable for those investors who wish to:

  • Invest predominantly in equity and equity-based schemes across market capitalisation.
  • Want to increase wealth over a long period of time. 

IDFC Tax Advantage (ELSS) Fund:

The IDFC Tax Advantage (ELSS) Fund is suitable for those who want to generate capital growth in a long period with the help of a diversified range of equity and equity-based shares and also enjoy tax benefits under section 80C of the Indian Income Tax Act. 

IDFC Tax Advantage (ELSS) Fund is suitable for?

This fund is suitable for those investors who want to:

  • Invest in equity and equity-based schemes.
  • For creating growth over an extended period of time.

IDFC Nifty Fund:

IDFC Nifty Fund aims to replicate the Nifty 50 index by investing in the stocks of the Nifty 50 index in equal proportion.

Who is IDFC Nifty Fund suitable for?

Such type of fund is suitable for investors who want to:

  • Generate wealth over a long period of time.
  • Wish to invest in equity and equity-based schemes, which are an element of the Nifty 50 index. 

IDFC Large Fund

IDFC large fund aims to invest in large-cap, high quality and growth-oriented stocks operated by a well-established management team. Such a fund prefers to invest in companies that reek of robust operating cash flow and a robust investment return. 

For whom is IDFC Large Equity Fund suitable for?

Such type of scheme is suitable for investors who want to:

  • To invest in equity and equity-based schemes of massive companies.
  • Also, to create wealth for themselves over an extended period. 

IDFC Government Securities Fund

Such types of funds aim to generate high returns with high liquidity by investing in Government Securities. This fund is a combination of state development loans, treasury bills and government bonds. This fund usually pools investors money at the shorter end of the sovereign yield curve.

IDFC Government Securities Fund is suitable for:

This fund is an option for those investors who wish to:

  • Wants to invest their money in Government Securities whose average maturity period is 10 years.
  • And generate optimal returns over a more extended period
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