Plan: OPEN | Option: Growth | Anurag Mittal

22 Sep 20 | 12:00 AM

23.20 -0.03 (-0.13%)

  • Underperforms

    5.27%

    Return (1Y)

    underperformed Hybrid - Debt Oriented by -0.59%

  • More Volatile

    0.53%

    Standard Deviation (1Y)

    Higher than Hybrid - Debt Oriented by 0.04%

  • Not so consistent

    5/12

    Months

    Has beaten Hybrid - Debt Oriented

  • Value research rating

Scheme Trivia

  • IDFC Monthly Income Plan (G) fund has been the 10th best in 5Y performance in the Monthly Income Plans - Short Term category

  • IDFC Monthly Income Plan (G) fund has been given the 10th 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 10th best in 3Y 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 underperformed its benchmark, Hybrid - Debt Oriented by -0.59% (CAGR difference)

5.27%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of IDFC Regular Savings Fund (G),is Higher than its benchmark, Hybrid - Debt Oriented by 0.04%

0.53%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 5 out of Last 12 Months, i.e 41.67% 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, 21 Stocks beating the benchmark 7 Stocks not beating the benchmark

View Stock Composition