Idfc Regular Savings Fund

Previously Known As : Idfc Monthly Income Plan

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Fund Name NAV Date NAV Rupee Change Percent Change
IDFC Regular Savings Fund - Regular Plan - Quarterly IDCW 25/Nov/2022 13.2904
0.0022
0.0166%
IDFC Regular Savings Fund - Regular Plan - IDCW 25/Nov/2022 13.5094
0.0022
0.0163%
IDFC Regular Savings Fund-Direct Plan-IDCW 25/Nov/2022 14.9809
0.0029
0.0194%
IDFC Regular Savings Fund-Direct Plan-Quarterly IDCW 25/Nov/2022 15.4477
0.0030
0.0194%
IDFC Regular Savings Fund - Regular Plan - Growth 25/Nov/2022 26.1075
0.0043
0.0165%
IDFC Regular Savings Fund-Direct Plan-Growth 25/Nov/2022 28.5084
0.0055
0.0193%

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Idfc Regular Savings Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
0.70
1.21
No
No
Yes
20/20 0.70 / 2.03
1M Rolling Return %
-0.23
0.07
No
No
Yes
17/18 -0.32 / 0.55
3M Return %
0.55
1.82
No
No
Yes
20/20 0.55 / 3.28
3M Rolling Return %
-0.26
0.42
No
No
Yes
18/18 -0.26 / 1.27
6M Return %
3.60
5.21
No
No
Yes
20/20 3.60 / 7.21
6M Rolling Return %
0.03
1.48
No
No
Yes
18/18 0.03 / 3.39
1Y Return %
0.34
3.30
No
No
Yes
18/18 0.34 / 6.38
1Y Rolling Return %
6.93
10.14
No
No
Yes
16/17 5.75 / 13.85
3Y Return %
4.84
7.50
No
No
Yes
15/17 1.68 / 10.67
3Y Rolling Return %
6.66
7.63
No
No
Yes
14/17 0.92 / 11.05
5Y Return %
4.94
6.10
No
No
Yes
14/17 2.32 / 8.36
Standard Deviation
5.13
5.64
Yes
No
No
6/18 4.05 / 7.09
Semi Deviation
3.98
4.36
Yes
No
No
7/18 2.96 / 6.07
Max Drawdown
-6.23
-7.13
Yes
No
No
8/18 -16.47 / -3.11
VaR 1 Y
-3.67
-4.53
Yes
No
No
6/18 -9.66 / -2.25
Average Drawdown
-1.67
-1.94
Yes
No
No
8/18 -3.90 / -1.01
Sharpe Ratio
0.22
0.40
No
No
Yes
14/18 -0.42 / 0.96
Sterling Ratio
0.35
0.41
No
No
No
13/18 0.06 / 0.62
Sortino Ratio
0.09
0.18
No
No
Yes
14/18 -0.16 / 0.41
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 25, 2022.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Idfc Regular Savings Fund Performance Analysis

Idfc Regular Savings Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Idfc Regular Savings Fund

Top Performing Funds in Conservative Hybrid Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Canara Robeco Conservative Hybrid Fund

2 The Canara Robeco Conservative Hybrid Fund is a Conservative Hybrid Fund. In the Conservative Hybrid Fund category there are 20 funds. The fund has 14 KPIs that are in top quartile. The fund has 61% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Canara Robeco Conservative Hybrid Fund performance snapshot section. 2.97% 9.01% -5.25% -2.43% 0.89 0.39 0.47

Icici Prudential Regular Savings Fund

1 The Icici Prudential Regular Savings Fund is a Conservative Hybrid Fund. In the Conservative Hybrid Fund category there are 20 funds. The fund has 13 KPIs that are in top quartile. The fund has 68% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Icici Prudential Regular Savings Fund performance snapshot section. 5.04% 8.86% -4.62% -2.25% 0.96 0.41 0.46

Kotak Debt Hybrid Fund

4 The Kotak Debt Hybrid Fund is a Conservative Hybrid Fund. In the Conservative Hybrid Fund category there are 20 funds. The fund has 11 KPIs that are in top quartile. The fund has 48% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Kotak Debt Hybrid Fund performance snapshot section. 3.59% 10.67% -6.79% -4.87% 0.96 0.41 0.48

Sbi Debt Hybrid Fund

3 The Sbi Debt Hybrid Fund is a Conservative Hybrid Fund. In the Conservative Hybrid Fund category there are 20 funds. The fund has 13 KPIs that are in top quartile. The fund has 68% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has two KPIs that are in bottom quartile. The fund has 11% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Sbi Debt Hybrid Fund performance snapshot section. 4.28% 10.52% -6.96% -3.39% 0.88 0.37 0.49

Idfc Regular Savings Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
0.78
1.29
No
No
Yes
20/20 0.78 / 2.08
1M Rolling Return %
-0.15
0.15
No
No
Yes
17/18 -0.20 / 0.58
3M Return %
0.79
2.07
No
No
Yes
20/20 0.79 / 3.41
3M Rolling Return %
-0.02
0.65
No
No
Yes
18/18 -0.02 / 1.43
6M Return %
4.10
5.71
No
No
Yes
20/20 4.10 / 7.47
6M Rolling Return %
0.50
1.94
No
No
Yes
18/18 0.50 / 3.55
1Y Return %
1.30
4.23
No
No
Yes
18/18 1.30 / 6.70
1Y Rolling Return %
7.93
11.21
No
No
Yes
16/17 7.62 / 15.20
3Y Return %
5.83
8.53
No
No
Yes
16/17 2.32 / 12.09
3Y Rolling Return %
7.61
8.63
No
No
Yes
14/17 1.63 / 12.37
5Y Return %
5.89
7.11
No
No
Yes
15/17 3.07 / 9.74
Standard Deviation
5.13
5.64
Yes
No
No
6/18 4.05 / 7.09
Semi Deviation
3.98
4.36
Yes
No
No
7/18 2.96 / 6.07
Max Drawdown
-6.23
-7.13
Yes
No
No
8/18 -16.47 / -3.11
VaR 1 Y
-3.67
-4.53
Yes
No
No
6/18 -9.66 / -2.25
Average Drawdown
-1.67
-1.94
Yes
No
No
8/18 -3.90 / -1.01
Sharpe Ratio
0.22
0.40
No
No
Yes
14/18 -0.42 / 0.96
Sterling Ratio
0.35
0.41
No
No
No
13/18 0.06 / 0.62
Sortino Ratio
0.09
0.18
No
No
Yes
14/18 -0.16 / 0.41
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 25, 2022.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Idfc Regular Savings Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Return % 0.70% 0.78%
1M Rolling Return % -0.23% -0.15%
3M Return % 0.55% 0.79%
3M Rolling Return % -0.26% -0.02%
6M Return % 3.60% 4.10%
6M Rolling Return % 0.03% 0.50%
1Y Return % 0.34% 1.30%
1Y Rolling Return % 6.93% 7.93%
3Y Return % 4.84% 5.83%
3Y Rolling Return % 6.66% 7.61%
5Y Return % 4.94% 5.89%
Standard Deviation 5.13% 5.13%
Semi Deviation 3.98% 3.98%
Max Drawdown -6.23% -6.23%
VaR 1 Y -3.67% -3.67%
Average Drawdown -1.67% -1.67%
Sharpe Ratio 0.22% 0.22%
Sterling Ratio 0.35% 0.35%
Sortino Ratio 0.09% 0.09%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Conservative Hybrid Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Hdfc Hybrid Debt Fund

0.14
1
0.70
1
2.03
1
3.28
1
7.21
1
5.87
2
9.84
3
7.19
5

Parag Parikh Conservative Hybrid Fund

0.11
2
0.67
2
1.70
2
1.49
16
4.57
15
6.38
1

Nippon India Hybrid Bond Fund

0.08
3
0.21
19
1.17
10
1.96
8
4.61
14
4.89
5
1.68
17
2.32
17

Uti Regular Savings Fund

0.08
4
0.48
5
1.43
4
1.96
7
5.86
5
3.09
10
8.95
6
6.60
6

Essel Regular Savings Fund

0.07
5
0.25
18
0.95
16
1.97
6
4.35
17
2.80
12
4.82
16
4.91
15

Franklin India Debt Hybrid Fund

0.06
6
0.48
4
1.60
3
2.63
2
6.29
3
3.98
7
6.57
12
6.03
9

Sbi Debt Hybrid Fund

0.06
7
0.55
3
0.77
18
2.17
4
6.06
4
4.28
6
10.52
2
7.86
4

Aditya Birla Sun Life Regular Savings Fund

0.05
8
0.40
8
1.14
12
1.89
11
5.85
6
5.25
3
9.35
4
6.31
7

Kotak Debt Hybrid Fund

0.03
9
0.38
9
1.04
14
2.41
3
6.61
2
3.59
9
10.67
1
8.36
1

Sundaram Debt Oriented Hybrid Fund

0.02
10
0.43
7
1.32
9
2.13
5
5.25
11
2.78
13
8.18
9
4.99
13

Idfc Regular Savings Fund

0.02
11
0.34
14
0.70
20
0.55
20
3.60
20
0.34
18
4.84
15
4.94
14

Icici Prudential Regular Savings Fund

0.01
12
0.30
17
1.03
15
1.92
10
5.33
9
5.04
4
8.86
7
8.16
2

L&T Conservative Hybrid Fund

0.00
13
0.44
6
0.75
19
1.14
19
4.52
16
0.67
16
6.07
14
5.85
11

Baroda Bnp Paribas Conservative Hybrid Fund

-0.01
14
0.35
13
1.15
11
1.73
12
5.35
8

Dsp Regular Savings Fund

-0.02
15
0.33
16
1.05
13
1.50
15
4.33
18
3.75
8
6.75
10
4.37
16

Hsbc Regular Savings Fund

-0.03
16
0.35
11
1.40
5
1.52
14
5.08
12
1.13
15
6.67
11
5.73
12

Canara Robeco Conservative Hybrid Fund

-0.05
17
0.34
15
1.35
7
1.92
9
5.57
7
2.97
11
9.01
5
7.98
3

Iti Conservative Hybrid Fund

-0.05
18
0.35
12
1.33
8
1.69
13
3.89
19

Lic Mf Debt Hybrid Fund

-0.06
19
0.38
10
1.35
6
1.42
17
5.31
10
2.03
14
6.42
13
5.87
10

Axis Regular Saver Fund

-0.09
20
0.20
20
0.92
17
1.21
18
4.64
13
0.54
17
8.37
8
6.14
8
Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Hdfc Hybrid Debt Fund

0.14
1
0.71
1
2.08
1
3.41
1
7.47
1
6.36
2
10.31
4
7.70
5

Parag Parikh Conservative Hybrid Fund

0.11
2
0.68
2
1.73
2
1.57
17
4.72
17
6.70
1

Nippon India Hybrid Bond Fund

0.09
3
0.23
19
1.23
11
2.12
10
4.96
15
5.56
5
2.32
17
3.07
17

Uti Regular Savings Fund

0.09
4
0.49
5
1.48
5
2.11
12
6.17
7
3.68
13
9.62
8
7.28
7

Essel Regular Savings Fund

0.07
5
0.28
18
1.10
15
2.42
4
5.17
14
4.54
9
6.59
15
6.66
12

Franklin India Debt Hybrid Fund

0.06
6
0.50
4
1.67
3
2.84
2
6.73
3
4.84
7
7.44
12
6.85
10

Sbi Debt Hybrid Fund

0.06
7
0.56
3
0.82
18
2.31
6
6.33
5
4.83
8
11.17
2
8.58
4

Aditya Birla Sun Life Regular Savings Fund

0.06
8
0.41
8
1.22
12
2.14
8
6.37
4
6.25
3
10.30
5
7.25
8

Kotak Debt Hybrid Fund

0.03
9
0.40
9
1.16
13
2.77
3
7.35
2
5.05
6
12.09
1
9.74
1

Sundaram Debt Oriented Hybrid Fund

0.02
10
0.45
6
1.40
9
2.38
5
5.76
11
3.76
12
9.14
9
6.05
14

Idfc Regular Savings Fund

0.02
11
0.36
15
0.78
20
0.79
20
4.10
20
1.30
18
5.83
16
5.89
15

Icici Prudential Regular Savings Fund

0.01
12
0.31
17
1.10
16
2.11
11
5.73
12
5.85
4
9.73
6
8.98
3

L&T Conservative Hybrid Fund

0.01
13
0.45
7
0.80
19
1.31
19
4.87
16
1.33
17
6.70
14
6.52
13

Baroda Bnp Paribas Conservative Hybrid Fund

-0.01
14
0.38
11
1.28
10
2.13
9
6.14
8

Dsp Regular Savings Fund

-0.02
15
0.34
16
1.11
14
1.67
15
4.68
18
4.47
10
8.19
11
5.82
16

Hsbc Regular Savings Fund

-0.02
16
0.38
12
1.51
4
1.86
14
5.76
10
2.49
15
8.37
10
7.08
9

Canara Robeco Conservative Hybrid Fund

-0.05
17
0.36
14
1.45
6
2.24
7
6.23
6
4.26
11
10.33
3
9.20
2

Iti Conservative Hybrid Fund

-0.05
18
0.38
13
1.45
7
2.04
13
4.45
19

Lic Mf Debt Hybrid Fund

-0.06
19
0.39
10
1.43
8
1.66
16
5.79
9
2.98
14
7.33
13
6.80
11

Axis Regular Saver Fund

-0.09
20
0.22
20
1.03
17
1.55
18
5.35
13
1.93
16
9.64
7
7.33
6
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Regular Savings Fund

0.19
5
1.16
3
2.53
3
11.90
5
8.89
6

Axis Regular Saver Fund

-0.02
13
0.10
13
0.67
15
12.14
4
7.74
7

Franklin India Debt Hybrid Fund

0.01
12
0.10
14
1.25
10
7.32
15
7.06
12

Canara Robeco Conservative Hybrid Fund

0.10
8
0.13
12
0.93
11
11.61
7
10.17
3

Dsp Regular Savings Fund

0.14
7
0.44
7
0.62
16
8.25
13
6.66
13

Essel Regular Savings Fund

0.07
9
0.09
15
0.89
12
5.75
17
5.45
16

Hdfc Hybrid Debt Fund

0.29
3
0.54
6
1.83
9
11.84
6
9.62
4

Hsbc Regular Savings Fund

-0.32
18
0.04
16
0.13
17
9.28
10
7.55
8

Icici Prudential Regular Savings Fund

0.19
6
0.91
4
2.23
5
10.60
9
9.38
5

Idfc Regular Savings Fund

-0.23
17
-0.26
18
0.03
18
6.93
16
6.66
14

Kotak Debt Hybrid Fund

0.06
10
0.27
9
1.86
7
13.85
1
11.05
1

Nippon India Hybrid Bond Fund

0.24
4
1.27
1
2.26
4
9.25
11
0.92
17

Sbi Debt Hybrid Fund

0.39
2
0.90
5
2.79
2
13.69
2
10.34
2

Sundaram Debt Oriented Hybrid Fund

-0.14
16
-0.01
17
1.87
6
10.98
8
6.46
15

Uti Regular Savings Fund

-0.12
14
0.15
11
1.83
8
12.37
3
7.51
9

L&T Conservative Hybrid Fund

0.02
11
0.29
8
0.69
14
8.70
12
7.21
10

Lic Mf Debt Hybrid Fund

-0.13
15
0.17
10
0.80
13
7.95
14
7.07
11

Parag Parikh Conservative Hybrid Fund

0.55
1
1.25
2
3.39
1
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Regular Savings Fund

0.27
5
1.40
2
3.01
3
12.84
6
9.78
6

Axis Regular Saver Fund

0.11
11
0.45
12
1.37
13
13.38
3
8.93
8

Franklin India Debt Hybrid Fund

0.08
13
0.30
15
1.67
11
8.22
15
7.89
12

Canara Robeco Conservative Hybrid Fund

0.21
8
0.45
11
1.58
12
13.03
4
11.40
2

Dsp Regular Savings Fund

0.22
7
0.62
7
1.03
15
10.07
11
8.13
10

Essel Regular Savings Fund

0.19
9
0.53
9
1.72
10
7.62
17
7.19
16

Hdfc Hybrid Debt Fund

0.33
3
0.66
6
2.09
9
12.30
7
10.09
5

Hsbc Regular Savings Fund

-0.20
18
0.40
14
0.82
17
11.18
10
9.18
7

Icici Prudential Regular Savings Fund

0.25
6
1.12
4
2.62
4
11.55
9
10.18
4

Idfc Regular Savings Fund

-0.15
17
-0.02
18
0.50
18
7.93
16
7.61
14

Kotak Debt Hybrid Fund

0.18
10
0.62
8
2.57
6
15.20
1
12.37
1

Nippon India Hybrid Bond Fund

0.31
4
1.43
1
2.58
5
9.93
12
1.63
17

Sbi Debt Hybrid Fund

0.43
2
1.02
5
3.06
2
14.40
2
10.99
3

Sundaram Debt Oriented Hybrid Fund

-0.06
15
0.22
17
2.35
7
11.79
8
7.33
15

Uti Regular Savings Fund

-0.07
16
0.29
16
2.12
8
13.03
5
8.19
9

L&T Conservative Hybrid Fund

0.08
12
0.46
10
1.02
16
9.32
13
7.86
13

Lic Mf Debt Hybrid Fund

-0.05
14
0.40
13
1.26
14
8.82
14
8.02
11

Parag Parikh Conservative Hybrid Fund

0.58
1
1.33
3
3.55
1
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Regular Savings Fund

-4.12
8
-11.21
17
-3.41
17
7.09
18
5.73
17

Axis Regular Saver Fund

-5.66
16
-5.83
7
-2.54
16
5.95
11
4.69
13

Franklin India Debt Hybrid Fund

-3.39
5
-7.33
13
-1.41
5
5.46
8
4.44
9

Canara Robeco Conservative Hybrid Fund

-2.43
2
-5.25
4
-1.29
3
4.89
4
3.78
5

Dsp Regular Savings Fund

-4.37
9
-7.94
14
-1.98
12
6.04
13
4.81
14

Essel Regular Savings Fund

-2.90
3
-6.87
10
-1.37
4
4.60
3
3.76
4

Hdfc Hybrid Debt Fund

-3.75
7
-7.18
12
-1.63
7
6.25
14
4.62
10

Hsbc Regular Savings Fund

-5.52
15
-5.80
6
-1.44
6
5.71
9
4.18
8

Icici Prudential Regular Savings Fund

-2.25
1
-4.62
3
-1.01
1
4.27
2
3.34
3

Idfc Regular Savings Fund

-3.67
6
-6.23
8
-1.67
8
5.13
6
3.98
7

Kotak Debt Hybrid Fund

-4.87
13
-6.79
9
-1.76
9
5.99
12
4.66
12

Nippon India Hybrid Bond Fund

-9.66
18
-16.47
18
-3.90
18
6.70
16
6.07
18

Sbi Debt Hybrid Fund

-3.39
4
-6.96
11
-2.29
15
5.89
10
4.63
11

Sundaram Debt Oriented Hybrid Fund

-5.39
14
-8.35
15
-2.15
14
6.80
17
5.08
16

Uti Regular Savings Fund

-6.36
17
-10.05
16
-2.02
13
6.48
15
4.81
15

L&T Conservative Hybrid Fund

-4.55
11
-5.30
5
-1.86
10
4.92
5
3.85
6

Lic Mf Debt Hybrid Fund

-4.50
10
-3.11
1
-1.23
2
4.05
1
2.96
1

Baroda Bnp Paribas Conservative Hybrid Fund

-4.71
12
-3.15
2
-1.90
11
5.36
7
3.16
2
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Aditya Birla Sun Life Regular Savings Fund

0.51
6
0.20
7
0.39
10
0.52
-2.28
7 1.44 1
0.63
10
0.03
5
5.34
7
-0.02
8

Axis Regular Saver Fund

0.33
12
0.14
12
0.41
9
0.43
0.22
1 0.87 12
0.95
1
0.05
1
9.10
1
-0.02
6

Franklin India Debt Hybrid Fund

0.36
11
0.14
11
0.38
11
0.51
-3.55
8 1.24 7
0.74
9
0.01
10
4.79
9
-0.04
10

Canara Robeco Conservative Hybrid Fund

0.89
3
0.39
3
0.59
3
0.47
-0.44
2 1.18 8
0.85
3
0.04
4
7.61
3
0.01
2

Dsp Regular Savings Fund

0.31
13
0.13
13
0.36
12
0.48
-4.21
11 1.36 3
0.75
8
0.02
9
4.70
10
-0.01
4

Essel Regular Savings Fund

0.10
16
0.05
16
0.30
16
0.50
-4.15
10 1.10 9
0.75
7
0.00
11
4.15
11
-0.04
11

Hdfc Hybrid Debt Fund

0.61
5
0.28
5
0.49
6
0.46

Hsbc Regular Savings Fund

0.37
10
0.17
9
0.42
8
0.46
-3.95
9 1.32 4
0.89
2
0.02
8
4.97
8
-0.02
7

Icici Prudential Regular Savings Fund

0.96
1
0.41
1
0.60
2
0.46

Idfc Regular Savings Fund

0.22
14
0.09
14
0.35
13
0.49

Kotak Debt Hybrid Fund

0.96
2
0.41
2
0.62
1
0.48
-0.61
4 1.44 2
0.80
5
0.04
2
7.44
4
0.02
1

Nippon India Hybrid Bond Fund

-0.42
18
-0.12
17
0.06
18
0.48
-8.60
12 1.26 6
0.45
12
-0.02
12
1.04
12
-0.07
12

Sbi Debt Hybrid Fund

0.88
4
0.37
4
0.58
4
0.49

Sundaram Debt Oriented Hybrid Fund

0.19
15
0.09
15
0.32
15
0.50
-2.08
6 1.29 5
0.59
11
0.03
6
5.66
6
0.00
3

Uti Regular Savings Fund

0.37
9
0.17
10
0.35
14
0.46
-0.48
3 0.95 11
0.77
6
0.04
3
7.63
2
-0.01
5

L&T Conservative Hybrid Fund

0.41
8
0.17
8
0.43
7
0.47

Lic Mf Debt Hybrid Fund

0.50
7
0.23
6
0.50
5
0.41
-1.58
5 0.96 10
0.84
4
0.02
7
6.05
5
-0.02
9

Baroda Bnp Paribas Conservative Hybrid Fund

-0.40
17
-0.16
18
0.17
17
0.51

Idfc Regular Savings Fund Additional Return Analysis

Idfc Regular Savings Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee 1000.16 1003.43 1007.02 1005.52 1036.03 1003.37 1152.42 1272.85
Direct Plan Value of 1000 Rupee 1000.19 1003.62 1007.83 1007.93 1040.96 1012.96 1185.26 1331.44
Fund Information
Fund Launch Date: 11/Jan/2010
Fund Category: Conservative Hybrid Fund
Investment Objective: The primary objective of the Scheme is to generate regular returns through investment predominantly in debt instruments. The secondary objective of the Scheme is to generate long-term capital appreciation by investing a portion of the Scheme ™s total assets in equity securities.
Fund Description: An open ended hybrid scheme investing predominantly in debt instruments
Fund Benchmark: 15% S&P BSE 200 Total Return Index + 85% NIFTY AAA Short Duration Bond Index
Source: Fund FactSheet


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