Urban Money

IDFC Mutual Fund

IDFC Mutual Fund is a financial institution regulated by the Department of Financial Services, Government of India. It features in the list of top 10 Asset managers in the country, overseeing an average AUM of Rs 1,20,000 crores unfurled across 60 mutual funds schemes, each catering to the investment needs of its diverse customer base.

  • Equity
  • Hybrid
  • Elss
  • Debt
  • Other
Mutual Fund Schemes
Category
5Y Returns
AUM
(in Cr.)
Compare
equity
13%
₹0

Add to Compare

equity
12%
₹582

Add to Compare

equity
12%
₹5,177

Add to Compare

equity
12%
₹5,177

Add to Compare

equity
12%
₹5,177

Add to Compare

IDFC Nifty 50 ETF

  • Risk
  • Very High

equity
12%
₹18

Add to Compare

equity
12%
₹582

Add to Compare

equity
12%
₹582

Add to Compare

equity
12%
₹582

Add to Compare

equity
11%
₹582

Add to Compare

hybrid
9%
₹574

Add to Compare

hybrid
9%
₹574

Add to Compare

hybrid
10%
₹574

Add to Compare

hybrid
9%
₹2,766

Add to Compare

hybrid
8%
₹2,766

Add to Compare

hybrid
8%
₹2,766

Add to Compare

hybrid
8%
₹574

Add to Compare

hybrid
8%
₹574

Add to Compare

hybrid
8%
₹574

Add to Compare

hybrid
7%
₹100

Add to Compare

elss
13%
₹4,025

Add to Compare

elss
13%
₹4,025

Add to Compare

elss
12%
₹4,025

Add to Compare

elss
11%
₹4,025

Add to Compare

Result Showing 1-10 of 75 Mutual Funds

Key Information about IDFC Mutual Fund

Mutual Fund NameIDFC Mutual Fund
OfficeRegistered Office OneIndiaBulls Centre, 841, Jupiter Mills Compound, Senapati Bapat Marg, Elphinstone Road (West), Mumbai - 400 013
Email Idinvestormf@idfc.com
Phone No.022-66289999
Fax022-24215052
Websitewww.idfcmf.com
Set up dateMar 13, 2000
Mutual Fund TypeInstitutions
AMC incorporation DateNov 20, 1999
CityMumbai

Fund Managers

MG

Mr. Manish GunwaniSenior Fund Manager

Mr. Manish Gunwani is associated ICICI Prudential AMC Ltd from June 2010 till date. In past he has worked with Vicisoft Technoligies, Brics Securities, Lucky Securities.

VK

Mr. Viraj KulkarniAssociate Vice Management

HJ

Mr. Harshal JoshiSenior Manager - Fund Management

Mr. Harshal Joshi has an overall experience of 5.5 years. He has been associated with IDFC Mutual Fund since December 2008 with Fixed Income Investment team. Prior to this, he was associated with ICAP India Pvt. Ltd.

Lets have a closer look

A mutual fund is a corporation that raises funds from multiple investors and invests the accumulated amount in stocks, bonds, short-term loans and correlated assets. The portfolio of a mutual fund is made up of all of the funds holdings

IDFC S&P BSE Sensex ETF

IDFC Asset Management Company Limited

5000

Min Investment Amt

0.9

AUM

13 %

5Y Returns

IDFC Nifty 50 Index Fund - Growth - Direct Plan

IDFC Asset Management Company Limited

1000

Min Investment Amt

582.43

AUM

12 %

5Y Returns

IDFC Sterling Value Fund - Growth - Direct Plan

IDFC Asset Management Company Limited

1000

Min Investment Amt

5177.99

AUM

12 %

5Y Returns

IDFC Sterling Value Fund - IDCW Reinvest - Direct Plan

IDFC Asset Management Company Limited

1000

Min Investment Amt

5177.99

AUM

12 %

5Y Returns

IDFC Sterling Value Fund - IDCW - Direct Plan

IDFC Asset Management Company Limited

1000

Min Investment Amt

5177.99

AUM

12 %

5Y Returns

IDFC Mutual Funds: An Overview

It is never too late to start investing. With the trend shifting to mutual funds, stocks, and shares, investors are looking to diversify their capital appreciation portfolio with several investment tools. And conveniently enough, a great way to expand your financial corpus over time is to invest in IDFC Mutual Funds. Being one of the major mutual fund players in the market owing to its 69,334 crores of asset value, IDFC has emerged as a safe investment choice. Moreover, IDFC mutual funds have been recipients of numerous awards and recognitions in a short span of time. So let's get down to the nitty-gritty about IDFC Mutual Funds.

Types of IDFC Bank Mutual Funds

Several schemes available today with the IDFC Mutual Funds are carefully created with a balance of associated risk and optimal returns. These schemes have been designed in varying risk ranges, and capital is allocated in equities, debts, and hybrid funds. It is up to the investor to identify the type more suitable for their needs and risk tolerance. The types of IDFC Mutual Funds are as follows:

Closed and Open Funds

Majorly, the IDFC mutual funds can be bifurcated into open-ended and closed-ended funds. The major difference between these two types of IDFC mutual funds is that open-ended funds give investors the freedom to contribute and redeem whenever they want. There will not be any maturity date as well. However, in the case of closed-ended funds, there is no provision for instant redemption of invested funds. Furthermore, they are locked in for a certain period of maturity. 

Equity Funds 

These are the funds where asset managers invest allocated capital into equity-based securities. Equity funds have an associated risk but can potentially offer a higher return as well.

IDFC Flexi Cap Fund 5,146 Cr 10.21%
IDFC Sterling Value Funds 4,254 Cr 18.75%
IDFC Tax Advantage Fund 3,399 Cr 17.49%
IDFC Core Equity Fund 2,165 Cr 13.2%
IDFC Emerging Businesses Fund 1,302 Cr -
IDFC Focused Equity Fund 1,211 Cr 9.55%
IDFC Large Cap Fund  963 Cr 11.8%
IDFC Multi Cap Fund  930 Cr -

Fixed Income Funds 

A fixed income mutual fund has a similar setup as a fixed deposit where a deposit earns fixed interests throughout the duration. Fixed Income Funds aim to generate income via bonds and securities. 

Debt Funds

Debt Funds are investment tools that allocate capital to fixed-income securities such as corporate bonds, government bonds, corporate debt securities, and so on. Some of the Debt Funds offered by IDFC are as follows.

IDFC Corporate Bond Funds 16,654 Cr 6.24%
IDFC Banking and PSU Debt Fund 16,383 Cr 6.91%
IDFC Cash Fund 11,912 Cr 4.47%
IDFC Bond Fund Short Term Plan 10,297 Cr 6.15%  
IDFC Low Duration Fund 6,421 Cr 5.52%
IDFC CRISIL Gilt 2027 Index Fund 4,348 Cr -
IDFC Ultra Short Term Fund 3,790 Cr -
IDFC Overnight Fund 3,541 Cr -
IDFC Money Manager Fund 2,851 Cr 5.08%

Hybrid Funds 

These are diversified funds that are allocated on several investment tools such as mutual funds, bonds, corporate funds, debts, etc. This is to increase the dynamics of the portfolio and decrease the dependency on a singular investment tool. Some of the hybrid funds offered by the IDFC mutual funds are as follows.

IDFC Arbitrage Fund 4,436 Cr 4.91%
IDFC Balanced Advantage Fund  2,868 Cr 8.61%
IDFC Hybrid Equity Funds 537 Cr 11.81%
IDFC Regular Savings Fund 107 Cr 7.46%
IDFC Asset Allocation Moderate Fund  17 Cr 7.36% 
IDFC Asset Allocation Aggressive Fund 15 Cr 8.61%
IDFC Asset Allocation Fund - Conservative Plan 9 Cr 6.22%

How Can You Invest In IDFC Mutual Funds? 

Investing in IDFC Mutual Funds is possible via the official website of IDFC Mutual Funds. Furthermore, one can use several third-party platforms to make the capital deployment. One can easily invest by using the online process with these steps mentioned below:

  • Go to the official website of IDFC Mutual Funds
  • Click on create a new account in case you do not have an account already. 
  • There will be a declaration that you will need to acknowledge. This is whether or not you belong to a country listed in the FATF Non-Compliant Person. This is mainly because SEBI imposes restrictions on investors residing in FATF-listed countries. 
  • Share your PAN Card Number and date of birth and click on the “Verify button”. 
  • The portal automatically takes in the user’s phone number and email address connected with the PAN Card. Click on “Send OTP” and verify your credentials. 
  • You will have to generate a username and password and some security questions. 
  • Once the account is set up, you must complete your KYC and bank details. 
  • After verification, pick your investment watchlist and start contributing.
 

Also Check-> 👉 IDFC Home Loan Interest Rate 👉 IDFC Business Loan Interest Rate 👉 IDFC Personal Loan Interest Rate 👉 IDFC Loan Against Property Interest Rate

Process and Documents to Invest in IDFC Mutual Fund? 

You will need to provide the following documents to move forward with your mutual fund investment.

The Documents to establish your identity is as follows:

  • PAN Card 
  • Voter Card
  • Aadhaar Card
  • Driving Licence
  • Passport
  • Other Government-issued ID card

The Documents to establish your residential address is as follows:

  • Voter Card 
  • Aadhaar Card
  • Ration Card
  • Driving Licence
  • Passport
  • Bank Passbook
  • Utility bills with address

You can bypass these document submission processes by using the Urban Money platform for your investment. The KYC procedure from the official website will require you to upload scanned copies of your identity and residential proofs. Furthermore, your signature, a photograph, a live declaration video, a PAN, and any government-issued proof can be an Aadhaar card, a Voter ID card, a driving licence, and a passport. Cut your registration process to a minimum with the Urban Money investment portal. Moreover, per Government regulations, the KYC approval can take up to a minimum of 3-5 working days.

Get your latest Credit Score, FREE

Frequently Asked Questions (FAQs)

How to redeem IDFC mutual funds online?

IDFC mutual fund investment can be redeemed both online and offline. The offline process is straightforward. One has to visit the nearest IDFC branch and connect with an agent. Investors need to log in to their IDFC mutual fund account online from their website. They will have the withdrawal option there themselves.

How to stop SIP in IDFC mutual funds online?

An SIP with IDFC mutual funds can be stopped online by visiting the official website of IDFC mutual funds. Login to your account and navigate through the interface to locate the “Stop SIP” option. You can even withdraw your deposited money.

How to buy an IDFC mutual fund online?

Buying IDFC mutual funds online is simple. Go to the official website of IDFC Mutual Funds, log in to your account or create a new one. From your dashboard, you can see the list of IDFC mutual funds and IDFC mutual fund nav. Here, you can easily place an order for your desired fund.

How to close an IDFC mutual fund?

An SIP with IDFC mutual funds can be closed online by visiting the official website of IDFC mutual funds. Login to your account and enter the portfolio number to fasten the process. Navigate through the interface to locate the “Stop SIP” option. You can even withdraw your deposited money.

What is the RIA code in IDFC mutual fund?

RIA or Registered Investment Advisors are individuals whose primary function includes consulting high-net-worth individuals, managing their portfolios, and so on. However, owing to large capital, SEBI has approved allocating RIA codes to get registered advisors onboard. This ensures the security of funds.