Plan: OPEN | Option: Growth | Anurag Mittal

20 Sep 19 | 12:00 AM

22.04 0.24 (1.12%)

  • Outperforms

    7.49%

    Return (1Y)

    beaten Hybrid - Debt Oriented by 2.80%

  • Less Volatile

    0.23%

    Standard Deviation (1Y)

    Lower than Hybrid - Debt Oriented by -0.09%

  • Consistent

    7/12

    Months

    Has beaten Hybrid - Debt Oriented

  • Value research rating

Scheme Trivia

  • IDFC Monthly Income Plan (G) fund has been the 7th best in 5Y performance in the Monthly Income Plans - Short Term category

  • IDFC Monthly Income Plan (G) fund has been given the 7th best Risk adjusted performance for the past 5Y in the Monthly Income Plans - Short Term category

  • IDFC Monthly Income Plan (G) fund has been the 7th best in the 5Y SIP performance in the Monthly Income Plans - Short Term category

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year IDFC Regular Savings Fund (G), has beaten its benchmark, Hybrid - Debt Oriented by 2.80% (CAGR difference)

7.49%

Outperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of IDFC Regular Savings Fund (G),is Lower than its benchmark, Hybrid - Debt Oriented by -0.09%

0.23%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 7 out of Last 12 Months, i.e 58.33% of the times It has beaten its benchmark, Hybrid - Debt Oriented

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 22 Stocks beating the benchmark 7 Stocks not beating the benchmark

View Stock Composition