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IDFC Ultra Short Term Fund - Regular Plan - Growth

  • Regular
  • Direct
Category : Ultra Short Duration Fund
Fund House : IDFC Mutual Fund

Scheme Objective

to generate stable returns with a low risk strategy from a portfolio that is invested in debt and money market securities such that the Macaulay duration of the portfolio is between 3 to 6 months

Scheme Details

  • Fund manager(s)Harshal Joshi
  • Launch date – 19-Jul-2018
  • Expense ratio – 0.42% as declared on 31-May-2021 (category average is 0.78%)
  • Benchmark - CRISIL 10 Year Gilt Index
  • Min SIP amount - ₹100
  • Min investment amount (one time- first time) - ₹100
  • Min investment amount (addtional purchase) - ₹100
  • Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Data not available.

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
6th Floor, 841, One World Center, Jupiter Mill, Senapati Bapat Marg, Elphinstone Road (West), Mumbai 400013
Tel no.: 022-66289999
Fax no.: 022-24215052
Website.: www.idfcmf.com

Forum

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