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IDFC Regular Savings Fund - Regular Plan - Growth

  • Regular
  • Direct
Category : Conservative Hybrid Fund
Fund House : IDFC Mutual Fund
(Min ₹100 for SIP, ₹5000 for one time investment)

Scheme Objective

The primary objective of the Scheme is to generate regular returns through investment predominantly in debt instruments. The secondary objective of the Scheme is to generate long-term capital appreciation by investing a portion of the Scheme’s total assets in equity securities.

Scheme Details

  • Fund manager(s)Anurag Mittal , Sumit Agarwal
  • Launch date – 25-Feb-2010
  • Expense ratio – 2.21% as declared on 29-Feb-2020 (category average is 2.09%)
  • Benchmark - Nifty 50
  • Min SIP amount - ₹100
  • Min investment amount (one time- first time) - ₹5000
  • Min investment amount (addtional purchase) - ₹1000
  • Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

IDFC Regular Savings Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Net Buy Price
Buy Date
Sell Date
  • Gross Profit
  • Exit Charges
  • Net Profit

Tax Rate

If sold after 3 years from purchase date, long term capital gain tax will be applicable. Current tax rate is the lower of (a) 10% of profit or (b) 20% of profit adjusted after indexation benefits. Any cess/surcharge is not included.|If sold before 3 years from purchase date, short term capital gain tax will be applicable. Any profit will be clubbed with your income and taxed at your effective tax rate.

Contact Details

IDFC Asset Management Company Private Limited
Tower 1, 6th Floor, One IndiaBulls Centre, 841, Senapati Bapat Marg, Elphinstone Road (West), Mumbai 400013
Tel no.: 022-66289999
Fax no.: 022-24215052
Website.: www.idfcmf.com

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