IDFC Asset Allocation Fund Of Funds Conservative (Hybrid, Hybrid Conservative Hybri)

Moderate
10 yrs 1 monthsStarted on:11 Feb 2010
₹ 10.42 Cras on: 20 Feb 2020
Medium Horizon
0.79%
Capital Growth and Income

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to provide diversification across asset classes and generate a mix of capital appreciation and income predominantly through investment in equity funds and debt funds of IDFC Mutual Fund based on a defined asset allocation model.

Exit Load

YES

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD1.90
1 Month1.14
3 Month2.47
1 YR10.15
2 YR6.64
3 YR7.14

SIP Returns

TenureReturns (CAGR)
1 YR10.04
2 YR8.12
3 YR7.13
5 YR7.44
10 YR8.56

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial8.29
Construction2.14
Technology1.67
Energy1.56
FMCG1.41
Healthcare1.31
Services1.3
Chemicals1.12
Automobile1.12
Cons Durable0.96

Indicators

LabelValue
Standard Deviation2.77%
Beta1.19%
Sharpe Ratio0.41

Arpit Kapoor

Mr. Kapoor is a B.Tech. from Uttar Pradesh Technical University and PGDM from IIM Kozhikode
Prior to joining IDFC Mutual Fund he has considerable experience in Equity markets while working with UTI Mutual Fund.

Other Funds Managed by Arpit Kapoor