IDFC ULTRA SHORT TERM FUND - REGULAR PLAN - GROWTH

Risk Profile: MODERATELY LOW

NAV

11.298

0 (0.0257 %)

20-02-2020

CAGR Since Inception

7.94 %

S&P BSE Liquid Rate Index

6.18 %

Funds Manager

Mr. Harshal Joshi and Mr. Viraj Kulkarni

Mr. Joshi is PGDBM from N.L. Dalmia Institute of Management Studies and Research, Mumbai. Prior to joining IDFC Mutual fund in 2008 he has worked with ICAP India Pvt. Ltd. Mr. Kulkarni is a B.Tech. (Electronics), CFA and also holds a PGDM (Finance). Prior to joining IDFC AMC he was associated with Franklin Templeton Asset Management (India) Pvt. Ltd. (May 2014-Sept. 2015) and Goldman Sachs Services India (June 2010-May 2012).


Top 10 Stocks in portfolio (%)

Top 10 Sectors in portfolio (%)


Key Performance and Risk Statistics of IDFC ULTRA SHORT TERM FUND - REGULAR PLAN - GROWTH

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
IDFC ULTRA SHORT TERM FUND - REGULAR PLAN - GROWTH 0.46
Debt: Ultra Short Duration - - - - - -