1 / 11

How IDFC Mutual Fund Schemes Work?

IDFC mutual funds mainly invest in large equity instruments for a high return of investor funds. After that, each fund price according to the SIP distributed among all the participating investors. By investing in a mutual fund your small invested amount can get the exposure to many shares.

sharmaanika388
Télécharger la présentation

How IDFC Mutual Fund Schemes Work?

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. How IDFC Mutual Fund Schemes Work?

  2. IDFC mutual funds mainly invest in large equity instruments for a high return of investor funds. After that, each fund price according to the SIP distributed among all the participating investors. By investing in a mutual fund your small invested amount can get the exposure to many shares. This brings more returns to the investor even at the small investment.

  3. Top-performing IDFC Mutual fund. IDFC All Seasons Bond Fund This scheme generates optimal returns by investing in debt-oriented plan including liquid and money market schemes. It mainly invests money in money market instruments, corporate bonds, treasury bills, and government securities. The total IDFC Mutual fund NAV of this plan is 12.20% according to the Value Research data. With a minimum return of 3.07% to a maximum of 7.71%.

  4. IDFC Equity savings fund The objective of the scheme is to get regular income by investing in arbitrage opportunities. The scheme invests in cash derivatives segments of the equity market along with debt and money market instruments. It also generates a long-term capital appreciation by investing a portion of assets in equity and equity-related instruments. The IDFC mutual fund NAV of this scheme is 19.7%. It offers a minimum return of -0.51 to a maximum return of 6.12%.

  5. IDFC Focused Equity Fund The scheme's aim is to generate capital appreciation through investing in a concentrated portfolio of equity and equity-related instruments. The fund invests in equity-related stocks up-to 30 stocks. This IDFC mutual fund is equity-oriented and generate high returns by allocating the asset in diverse equity instruments. The NAV report of the scheme is 32.64%. The minimum return this plan offers is -1.09 to a maximum return of 7.20%.

  6. IDFC Sterling Value Fund This scheme aims to generate capital appreciation through investing in diverse equity and equity-related funds. It follows a value investment strategy in which it invests in the stocks that are currently deprecating in the market in comparison to the other stocks. Through investing in an undervalued company you get additional yield and return when market re-evaluates the stock price. The IDFC mutual fund NAV of this scheme is 43.62% with a minimal return of -2.46% to a maximum of 13.11%.

  7. IDFC Low Duration Fund It offers an investment avenue for a short-term saving to generate a valuable return. It invests mainly in debt and debt-oriented instruments such as bonds, government securities, treasury bills, etc. The duration of fixed cash flow of the portfolio is between 6 to 12 months. The total IDFC mutual fund NAV is 27.49% with a minimum return of 0.81% to a maximum return of 8.32%.

  8. Online investment in IDFC mutual fund The easy way to invest in a mutual fund is through Wishfin. It is a financial marketplace that helps customers in getting the right mutual fund scheme. We are at Wishfin lend a listening ear to the user to understand their mutual funds related problems. Offer special expert advice in mutual fund related issues. 24x7 available to resolve customer queries.

  9. The user just needs to follow the steps to get started with Wishfin. • Go to www.wishfin.com • Click on ‘Mutual Funds’. • Go to ‘Register’. • Enter your Mobile Number • Click on ‘Get started’. • Mention your name, email id, and city you currently live in. • Create a password taking a cue from the instructions shown on the page.

  10. Your account will be created after entering a few more details. After Login into your Account: • Go to ‘Explore Mutual Funds’ • Click on the ‘Hybrid’ option. • A list of hybrid funds with different ratings, denoted with stars, will come on the screen. • Click on the ‘Invest’ below any of the top-notch hybrid mutual fund schemes you like to invest in.

  11. Note: The data is sourced from Value Research as of September 4, 2019. Disclaimer – “Mutual fund investments are subject to market risks. Please read the scheme document carefully before investing”.

More Related