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Overview: IDFC Asset Management Company
IDFC Asset Management Company is one of the leading AMCs in India with a robust network of retail and corporate investors, delivering quality returns since its inception in 2000. It is one of the largest mutual fund houses in terms of Assets Under Management.
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Funds offered by IDFC Asset Management Company
Some of the funds of IDFC AMC have performed exceptionally well over the years, making it one of the preferred choices amongst investors.
Sunil Kakar, Managing Director and CEO of IDFC AMC consistently strives hard to build diversified investment portfolios that cater to diverse needs of various investors and generate quality returns in the long run.
Here are some of the best Equity, Debt, Hybrid Funds offered by IDFC AMC:
IDFC Equity Mutual Funds
IDFC Equity Mutual Funds invest principally in stocks and can be easily managed passively. These funds tend to give higher returns over a longer period of time.
Here is a list of a few Equity Mutual Funds that you may invest in:
| Fund Name | 3 Year (%) | 5 Year (%) | NAV | Fund Size (Cr) |
| IDFC Core Equity Fund | 7.45 | 10.68 | 46.77 | 3015.18 |
| IDFC Focused Equity Fund | 9.66 | 8.34 | 38.5 | 1646.31 |
| IDFC Infrastructure Fund | 4.5 | 7.25 | 14.95 | 977.44 |
| IDFC Nifty Fund | 11.1 | 8.75 | 23.84 | 168.49 |
| IDFC Tax Advantage (ELSS) Fund | 8.15 | 10.66 | 55.76 | 2062.88 |
IDFC Debt Mutual Funds
IDFC Debt Mutual Funds invest in financial instruments such as Government Securities, Corporate Bonds, Treasury Bills, Money Market Instruments and other Debt Securities. These funds have a fixed maturity date and offer a fixed amount of interest.
Given below are a few Debt Mutual Funds by IDFC Asset Management Company –
| Fund Name | 3 Year (%) | 5 Year (%) | NAV | Fund Size (Cr) |
| IDFC All Seasons Bond Fund | 7.71 | 8.55 | 31.35 | 145.83 |
| IDFC Banking & PSU Debt Fund | 8.12 | 8.31 | 17.18 | 6125.9 |
| IDFC Bond Fund Income Plan | 7.99 | 9.74 | 50.29 | 655.8 |
| IDFC Bond Fund Medium Term Plan | 7.81 | 8.76 | 34.51 | 2421 |
| IDFC Bond Fund Short Term Plan | 7.82 | 8.53 | 41.67 | 7525.17 |
IDFC Hybrid Mutual Funds
Debt-oriented IDFC Hybrid Mutual Funds invest over 65% of its corpus in debt instruments and the remaining in Equity related instruments, while Equity-oriented IDFC Hybrid Funds invest over 65% of its corpus in equity and the remaining in Debt related instruments.
Here are a few Hybrid Mutual Funds by IDFC Asset Management Company –
| Fund Name | 3 Year (%) | 5 Year (%) | NAV | Fund Size (Cr) |
| IDFC Arbitrage Fund | 6.82 | 7.13 | 25.08 | 4642.56 |
| IDFC Asset Allocation Fund- Conservative Plan | 7.28 | 8.56 | 22.54 | 14.46 |
| IDFC Asset Allocation Fund- Moderate Plan | 6.2 | 8.11 | 23.4 | 38.85 |
| IDFC Dynamic Equity Fund- Direct Plan | 8.11 | 7.63 | 14.46 | 1095.9 |
| IDFC Regular Savings Fund- Direct Plan | 5.84 | 7.82 | 21.79 | 201.01 |
How to Invest in IDFC Mutual Funds via Paisabazaar.com?
Step 1: On Paisabazaar.com, select the ‘Mutual Fund’ option.
Step 2: If you are a registered user, log in onto the platform using your mobile number and password/OTP. Or create a new account.
Step 3: Choose ‘Invest’ > ‘Explore All Funds’ on the left sidebar.
Step 4: Select the IDFC Mutual Fund of your choice. Now, all the details of the fund including NAV, risk level, etc. will appear.
Step 5: Enter the amount you wish to invest, select the investment type – SIP or Lumpsum, and click on the ‘Confirm & Add to Cart’ option.
Step 6: You can complete the payment using net banking of major Indian banks.
The mutual fund units will be allotted to you within 5 working days. If you’re not KYC Compliant, you will need to complete your KYC before investing in mutual fund schemes.
How to Complete Your KYC Check for IDFC Mutual Funds
KYC (Know Your Customer) is a one-time customer identification process and a mandatory compliance requirement for investors who wish to invest in mutual funds. It has been made compulsory by the capital markets regulator SEBI (Securities and Exchange Board of India) for mutual fund investments in order to curb fraudulent activities.
If you’re a first time customer, you need to get your KYC Check before investing in Mutual Funds.
The KYC Process can be initiated and completed with any of the following SEBI-registered intermediaries:
- The Fund House (Asset Management Company)
- KYC Registration Agency (KRA) such as CAMS, Karvy, CSDL (Central Depository Services Limited) Ventures, NSDL (National Securities Depository Limited) and NSE-owned (National Stock Exchange) DotEx International Limited
To complete your KYC online, follow these steps-
Step 1: Visit the website of a fund house or any of the above-mentioned KRA’s website and create an investor account by filling in your personal details and your Aadhaar-linked mobile number so that you can verify the account using that OTP.
Step 2: Upload self-attested copies of your Identity Proof and Address Proof.
That’s all. Your eKYC process is done!
Documents Required for IDFC Mutual Fund Investment
Here is a list of official documents required to validate the identity and address of an investor-
1. Identity Proof
- Aadhaar Card
- PAN Card
- Passport
- Driving License
2. Address Proof
- Aadhar Card
- Driving License
- Passport
- Recent Utility Bill
- Rental/Lease Agreement
Fund Managers of IDFC Asset Management Company
- Vishal Kapoor
With over 20 years of rich and worthy experience in the industry, Vishal Kapoor is currently the Chief Executive Officer at IDFC Asset Management Company. He was previously working with Standard Chartered Bank as a Managing Director, with successful track records of building sustainable businesses. He is considered instrumental in setting up and making the businesses highly profitable.
- Anurag Mittal
The Associate Director of Fund Management at IDFC Asset Management Company Limited has over 10 years of experience in Fund Management, Dealing and Research activities. A Chartered Accountant by education, Anurag Mittal holds a Masters Degree in Accounting and & Finance.
- Suyash Choudhary
Mr. Suyash Choudhary is currently the Head- Fixed Income at IDFC Asset Management Company Limited. He has around 16 years of professional experience in Fixed Income Investments. Suyash Choudhary holds a Bachelor Degree of Arts (Honors) in Economics from Delhi University and holds a Masters degree in Management from IIM, Calcutta.
- Rupesh H Acharya
Mr. Rupesh is the Chief Financial Officer at IDFC Asset Management Company and has work experience of over 21 years in Finance, Taxation and Accounting. He was earlier associated with ICICI Securities Limited as the Assistant Vice President. He is currently responsible for handling the Finance & Taxation of all business segments of the company and plays a Controllership role in the expense management area.
Frequently Asked Questions
Q. What is an Asset Management Company (AMC)?
A. AMC is an organization that manages the pooled funds from numerous investors and invests them in various financial securities to generate returns.
Q. What is Net Asset Value (NAV)?
A. Net Asset Value measures the performance of an individual mutual fund scheme of an AMC. In essence, it is the market valuation of the securities the fund has invested in. So, the NAV per unit is derived from dividing the total market value of all the invested securities by the total number of units issued. Since the number of unitholders and valuation of securities changes every day, the NAV of a mutual fund also changes accordingly.
Q. What is Expense Ratio?
A. Expense Ratio refers to a small amount of fee charged by Asset Management Companies annually to manage investors’ assets. It covers the operating and managing cost incurred by the AMC. It is a percentage of the total assets invested by the investor.
Q. What is Entry Load?
A. When an investor purchases units of a mutual fund scheme for the first time, s/he is charged a small amount of processing fee by the Asset Management Company which is known as an Entry Load.
Q. What is Exit Load?
A. When investors redeem their investment from a mutual fund scheme, s/he is charged a small amount of processing fee which is known as an Exit Load. It is also charged when investors choose to switch between different mutual fund schemes of a specific AMC.