IDFC Yearly Series Interval Fund - Series III Growth Return

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Showing Funds Performance since Sep 07, 2020

IDFC Yearly Series Interval Fund - Series III Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹10000

AUM (Fund size)

₹87 Cr

Lock In Period

N/A

Expense Ratio

0.19

Exit Load

Nil

Benchmark

Crisil Short-Term Bond Fund Index

IDFC Yearly Series Interval Fund - Series III Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-0.113.98
6M0.002.4211.87
1Y0.004.6121.71
3Y0.0012.36135.01

Portfolio Analysis

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About Fund IDFC Yearly Series Interval Fund - Series III Growth

IDFC Yearly Series Interval Fund - Series III Growth managed by Bandhan Mutual Fund,is a Debt - Incomescheme with Assets Under Management of ₹87 Crore. The fund benchmarks its performance against the Crisil Short-Term Bond Fund Index while maintaining an expense ratio of 0.19. Under the expert guidance of Harshal Joshi ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Harshal Joshi

Mr. Harshal holds PGDBM from N.L.Dalmia Institute of Management Studies and Research, Mumbai. He has been working in IDFC Mutual Fund since December 2008 with fixed income investment team. Prior to joining IDFC Mutual Fund have worked in ICAP India Pvt Ltd from 2006 to 2007. He has an overall experience of 5.5 years.

Peer Comparison

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IDFC Yearly Series Interval Fund - Series III Growth FAQs

IDFC Yearly Series Interval Fund - Series III Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of IDFC Yearly Series Interval Fund - Series III Growth is 0.19. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

IDFC Yearly Series Interval Fund - Series III Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of IDFC Yearly Series Interval Fund - Series III Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in IDFC Yearly Series Interval Fund - Series III Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of IDFC Yearly Series Interval Fund - Series III Growth is ₹87 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in IDFC Yearly Series Interval Fund - Series III Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.