Jama - IDFC BOND FUND - INCOME PLAN


IDFC BOND FUND - INCOME PLAN


NAV : 58.3126
(+0.01960000000000406arrow_upward)
AUM : ₹736 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
0.41%0.6%2.07%2.76%7.08%8.91%6.82%



NAV History



Expense Ratio Trends


Fund Details

An actively managed bond fund which seeks to invest in highly rated money market and debt instruments (including government securities) and aims to generate stable long term returns through mix of accrual income and capital appreciation.
NAV58.3126
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio1.8599999999999999%
Exit Load : ?If redeemed/switched out within 365 days from the date of allotment: For 10% of investment : Nil, For remaining investment : 1% If redeemed/switched out after 365 days from the date of allotment: Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,01,031₹1,00,980₹51
After 1 year₹1,02,763₹1,03,520- ₹757
After 3 years₹1,29,173₹1,25,251₹3,922
After 20 years₹5,50,996₹4,48,617₹1,02,379

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 8.91% Past 3 yr Data




Fund Objective:
The scheme seeks to invest in a diversified set of debt and money market securities with the aim of generating optimal returns over medium to long term such that the Macaulay duration of the portfolio is between 4 years and 7 years.
Fund Manager:
Mr. Suyash Choudhary