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How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.05 | 6.68 | 14.36 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.12 | 6.45 | 22.54 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
— |
Overnight funds are debt funds. They invest in debt securities with overnight maturities. These funds are the most liquid investment securities with the minimum exposure to risk.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Bandhan Overnight Fund(W-IDCW) | 0.03% | 0.00% | 0.01% |
SBI Overnight Fund(W-IDCW Payout) | 6.69% | 5.94% | 1.89% |
HDFC Overnight Fund(DD-IDCW) | 0.00 | 0.00 | 0.00 |
ICICI Pru Overnight Fund(W-IDCW Payout) | 0.05% | 0.03% | 0.02% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Debt
Others
Holdings
2.16 %
Holdings
1.30 %
Holdings
0.86 %
Brijesh Shah
AUM: ₹30,664.12 Cr.
|
Exp: 10yrs
PG-Diploma in Finance
Mr. Shah is associated with IDFC AMC since August 2015 as part of the Fixed Income Team and will now be handling investments and fixed income fund management.Prior experience:1) IDBI Asset Management Ltd. - Dealing in Fixed income (Jan. 2013 to Aug. 2015)2) India Bulls Asset Management Ltd. - Dealing in Fixed income (Jun. 2011 to Dec. 2012)3) Mata Securities - Relationship Manager, Wholesale Debt Market (Jun. 2010 to Jun. 2011)4) Twenty First Century - Relationship Manager, Wholesale Debt Market (Jan. 2009 to May 2010)
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%