IDFC Mutual Fund

IDFC Mutual Fund is wholly managed by IDFC Asset Management Company Ltd. The AMC provides different products and schemes for institutional investors as well as individual investors. The company aims to develop assets through measures like savings in equity and debt markets. The AMC’s investments and portfolios around infrastructure is one of the best in the markets. IDFC has a strong connection with the private sector and government. This helps it to offer smart and unbiased wealth management and growth advice and help the investors. There are over 50 mutual funds schemes in place to cater to the needs of the investors.

Why Choose IDFC Mutual Fund?

  • Total Transparency: IDFC Mutual Fund’s expert advisors provide full disclosure to investors when they embark on a new investment relationship. This helps the investor get comprehensive insights for decision making purposes.

  • Tax Benefits: Some of the AMC’s schemes like IDFC’s Equity Linked Savings Scheme (ELSS) benefit the investor in saving on tax. Coupled with the stable returns, investors find this scheme attractive.

  • Online transaction: IDFC investors need not step out of their home or office for transacting on IDFC mutual funds. This convenience makes the AMC a preferred MF house for many investors across India. The online interface guides the customer on each step such as monitoring of NAV or redeeming the investment without any troubles.

  • Extensive Portfolio Management: The company picks assets to manage after careful research and analysis. The professionally managed funds from highly diversified portfolios mean that these emerge as viable wealth generation avenues for the regular investors.

Date of setup: March 13, 2000

Sponsor(s): IDFC Limited

Address: OneIndiaBulls Centre, 841 Jupiter Mills Compound, Senapati Bapat Marg, Elphinstone Road (West), Mumbai 400013

Tel: 022 – 66289999

Fax: 022 - 24215052

Types of Funds Offered:

  • Equity Fund: Equity funds are the ideal long term wealth building strategy. They invest in stocks/ shares of a company and become stakeholders. The company’s performance directly impacts the fund’s performance. The long-term horizon allows the investors to yield a higher amount of returns. Due to its high volatility, risk-averse investors tend to keep a lower or zero proportion of equity stocks in their portfolios. IDFC Large Cap Fund and IDFC Core equity Fund are some of the equity funds that are popular.

  • Debt Funds: These funds invest in money markets and offer a lower, but assured returns. Investors who cannot cope with the strong fluctuations in stock market can opt for this safer form of investment. The AMC offers schemes like IDFC Government Securities Fund and IDFC Low Duration Fund as some of the key funds in this segment.

  • Hybrid Funds: Hybrid funds seek to balance the aggressive stance of the portfolio with lower risk profile of debt assets. This way, the investors get to trade in equities but remain protected from significant fluctuations via the assured returns of the debt assets inside the portfolio. IDFC Asset Allocation Fund of Funds- Moderate Plan and IDFC Regular Savings Fund are some of the popular schemes floated by the AMC in this segment

  • Exchange Traded Funds: These type of schemes track an underlying index (like BSE Sensex in India), commodities, or bonds. In addition to regular intra-day trading, these types of funds also allow short selling or trading on margin. IDFC Nifty ETF and IDFC Nifty ETF are some well-known schemes offered by IDFC under ETF segment.

Fund Managers at IDFC Mutual Fund:

  • Mr. Daylynn Pinto - Associate Director – Fund Management:

    Experience spanning over 12 years in the mutual fund industry. He holds Post Graduate Diploma in Management (PGDM) and Bachelor’s degree in Commerce.

  • Mr. Rajendra K. Mishra – Fund Manager:

    Overall experience of 15+ years (including 12+ years in Equities & Investments). He is an MBA from Indian Institute of Management, Lucknow and Engineering from National Institute of Technology, Jamshedpur.

  • Mr. Sunil Nair - Senior Vice President – Fund Management:

    Experience of over 19 years in Equity Dealing. He holds a Bachelors Degree in Arts.

  • Mr Sumit Agrawal - Vice President – Fund Management at IDFC Asset Management Company Limited:

    More than 12 years’ experience in Finance Industry. He holds PGDM in Finance, Chartered Financial Analyst (USA) and is a Company Secretary affiliated with Institute of Company Secretaries of India and Bachelor Degree in Commerce.

  • Mr. Kartik Mehta – Vice President – Fund Management:

    Experience of over 12 years in the Finance Industry. He has a Master’s degree in Business Finance, and a Bachelor’s degree in Mechanical Engineering.

  • Mr. Arpit Kapoor - Associate Vice President - Fund Management team:

    Experience spanning of over 12 years in Finance Industry. He holds a Bachelor’s degree of Technology and a Post Graduate Diploma in Management from IIM Kozhikode.

  • Mr. Yogik Pitti – Associate Vice President – Fund Management:

    Experience spanning of over 10 years in Mutual Fund. He holds a Bachelors Degree in Commerce.

  • Mr. Viraj Kulkarni - Manager - Fund Management team:

    He is the dedicated fund manager for foreign securities and has an experience spanning of over 5 years in Finance Industry. He holds a degree Bachelor’s degree of Technology (Electronics), a Post Graduate Diploma in Management (Finance) and is a CFA.

  • Mr. Anurag Mittal - Associate Director – Fund Management:

    Experience spanning of over 10 years in Fund Management, Dealing & Research Activities. He is Chartered Accountant affiliated with ICAI, He holds a Master Degree in Accounting & Finance with specialization in Finance from London School of Economics & Political Science and a Bachelors Degree in Commerce.

  • Mr. Harshal Joshi - Associate Vice President - Fund Management:

    Experience of more than 9 years in Mutual Fund. He holds a PGDBM (N. L. Dalmia Institute of Management Studies and Research) and Masters’ Degree in Commerce.

  • Mr. Arvind Subramanian - Associate Vice President - Investments, Fund Management & Credit Analysis:

    Experience of over 8 years in Credit Analysis Activities. He holds a Masters in Business Administration and also Bachelors Degree in Engineering (Electrical & Electronics).

  • Ms. Khushboo Sharma - Manager - Fund Management team:

    Work experience spanning of over 6 years across various industries. She holds a Bachelor’s degree in Technology for Computer Science & Engineering, a Post Graduate Diploma in Management (Finance) and is also a CFA level III.

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