IDFC Asset Alloc FoF-Cons(IDCW)
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ReturnsFund's average annual rolling returns over the last three years is compared against the funds from the same category
Other Funds in the same category are generating better returns
Expense RatioExpense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category
Less expense ratio implies better returns over the long term
Return vs FD RatesIf fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD
Fund has not been able to generate better price return than bank FD
Red FlagsWe check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags
Total holdings with red flags is insignificant
Key Metrics
About FoFs (Domestic) - Debt Oriented
FoFs (Domestic) - Debt Oriented invest majorly invest in debt mutual funds. These funds have more than 65% of total investment corpus in the debt instruments.
PeersCompare with peers
ICICI Pru Asset Allocator Fund
BHARAT Bond FOF - April 2025 -(IDCW)
HDFC Asset Allocator FoF(IDCW Reinv)
Franklin India Dynamic Asset Allocation FOFs(IDCW)
Kotak Multi Asset Allocator FoF-Dynamic(IDCW-Payout)
Scheme Info
Tax Implications
Investment period < 3 years
Gains are added to taxable income and taxed according to the individual's income tax slab
Investment period > 3 years
Gains are taxed at 20% with indexation benefit
Let’s calculate your returns after tax
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
Invested
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AMC profile
IDFC AMC Limited is a subsidiary of the IDFC Financial Holding Company. The government of India incorporated IDFC Ltd. in 1997 as a financier and a catalyst for the private sector’s role in the development of infrastructure in India.
No.of Schemes
42
Total AUM
₹ 1,15,261.84 Cr.
ReturnsFund's average annual rolling returns over the last three years is compared against the funds from the same category
Other Funds in the same category are generating better returns