IDBI Hybrid Equity Fund Direct Growth

Hybrid
Aggressive Hybrid
Very High Risk
15.39%
3Y annualised
-0.05% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Jul 2023₹18.66
Min. SIP amountNot Supported
Rating1
Fund size₹179.04Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns13.0%15.4%8.2%9.7%
Category average28.1%12.9%16.1%NA
Rank with in category363631NA
Understand terms

Peer Comparison

Holdings (41)

NameSectorInstrumentAssets
FinancialEquity6.13%
FinancialEquity5.92%
EnergyEquity4.27%
FinancialEquity3.92%
ConstructionEquity3.86%
TechnologyEquity3.36%
Capital GoodsEquity3.19%
FinancialEquity3.15%
Capital GoodsEquity2.88%
FinancialEquity2.72%
TechnologyEquity2.70%
ChemicalsEquity2.68%
ServicesEquity2.46%
FinancialEquity2.40%
Consumer StaplesEquity2.29%
ServicesEquity2.17%
Capital GoodsEquity2.05%
ChemicalsEquity1.69%
TechnologyEquity1.65%
HealthcareEquity1.60%
ChemicalsEquity1.56%
CommunicationEquity1.47%
AutomobileEquity1.24%
TechnologyEquity1.18%
TechnologyEquity1.13%
Consumer StaplesEquity1.09%
InsuranceEquity1.09%
Metals & MiningEquity1.09%
FinancialEquity1.04%
FinancialEquity0.95%
ConstructionEquity0.91%
ConstructionEquity0.89%
Consumer DiscretionaryEquity0.87%
EnergyEquity0.84%
ConstructionEquity0.69%
EnergyEquity0.68%
EnergyEquity0.66%
InsuranceEquity0.63%
ChemicalsEquity0.40%
REC Ltd.
FinancialNCD0.11%
HealthcareEquity0.09%
See All

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality

Cons

Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
Higher expense ratio: 1.67%
Low rating: 1

Expense ratio, exit load and tax

Expense ratio: 1.67%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 12 months.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Raju Sharma
May 2017 - Present
View details

Education
Mr. Sharma is a Commerce Graduate and holds a degree of CA and LLB.
Experience
Prior to joining IDBI Mutual Fund, he has worked with Tata Mutual Fund, Indiabulls Mutual Fund, JM Morgan Stanley and DHFL.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
4th Floor, IDBI Tower,WTC Complex, Cuffe Parade,Colaba, Mumbai 400005
Phone
NA
Launch Date
29 Mar 2010
E-mail
NA
IDBI Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

Compare funds

IDBI Hybrid Equity Fund Direct Growth
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