How to Invest in IDBI Hybrid Equity Fund Direct Growth?

You can easily invest in IDBI Hybrid Equity Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for IDBI Hybrid Equity Fund Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in IDBI Hybrid Equity Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does IDBI Hybrid Equity Fund Direct Growth provide?

The IDBI Hybrid Equity Fund Direct Growth has been there from 24 Oct 2016 and the average annual returns provided by this fund is 13.00% since its inception.

How much expense ratio is charged by IDBI Hybrid Equity Fund Direct Growth?

The term Expense Ratio used for IDBI Hybrid Equity Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of IDBI Hybrid Equity Fund Direct Growth is 1.67% as of 14 Dec 2024...

What is the AUM of IDBI Hybrid Equity Fund Direct Growth?

The AUM, short for Assets Under Management of IDBI Hybrid Equity Fund Direct Growth is ₹179.04Cr as of 14 Dec 2024.

How to Redeem IDBI Hybrid Equity Fund Direct Growth?

If you want to sell your IDBI Hybrid Equity Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of IDBI Hybrid Equity Fund Direct Growth?

You can select either SIP or Lumpsum investment of IDBI Hybrid Equity Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of IDBI Hybrid Equity Fund Direct Growth?

The NAV of IDBI Hybrid Equity Fund Direct Growth is ₹18.66 as of 28 Jul 2023.

What is the PE and PB ratio of IDBI Hybrid Equity Fund Direct Growth?

The PE ratio ratio of IDBI Hybrid Equity Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

IDBI Hybrid Equity Fund Direct Growth - NAV, Mutual Fund Performance & Portfolio

<img alt="IDBI Hybrid Equity Fund Direct   Growth" srcSet="https://assets-netstorage.groww.in/mf-assets/logos/idbi_groww.png 1x, https://assets-netstorage.groww.in/mf-assets/logos/idbi_groww.png 2x" src="https://assets-netstorage.groww.in/mf-assets/logos/idbi_groww.png" decoding="async" data-nimg="intrinsic" style="position:absolute;top:0;left:0;bottom:0;right:0;box-sizing:border-box;padding:0;border:none;margin:auto;display:block;width:0;height:0;min-width:100%;max-width:100%;min-height:100%;max-height:100%" class="companyLogo_companyImage__bT0On absolute-center mfh239Logo" loading="lazy"/>
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 ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns13.0%15.4%8.2%9.7%
Category average23.4%14.4%16.8%NA
Rank with in category363631NA
Understand terms
Peer ComparisonHybrid, Aggressive Hybrid fundsRating1Y3YFund Size(Cr)
JM Aggressive Hybrid Fund Direct Growth
5
36.0%24.9%642.94
ICICI Prudential Equity & Debt Fund Direct Growth
5
24.5%20.5%41,395.98
Bank of India Mid & Small Cap Equity & Debt Fund Direct Growth
5
32.2%20.2%1,000.31
Edelweiss Aggressive Hybrid Fund Direct   Growth
5
26.8%19.4%2,197.84
UTI Aggressive Hybrid Fund Direct Fund Growth
4
27.5%18.1%6,330.44
Holdings (41)NameSectorInstrumentAssets
HDFC Bank Ltd.
FinancialEquity6.13%
ICICI Bank Ltd.
FinancialEquity5.92%
Reliance Industries Ltd.
EnergyEquity4.27%
Axis Bank Ltd.
FinancialEquity3.92%
Larsen & Toubro Ltd.
ConstructionEquity3.86%
Infosys Ltd.
TechnologyEquity3.36%
Timken India Ltd.
Capital GoodsEquity3.19%
Housing Development Finance Corporation Ltd.
FinancialEquity3.15%
Sundram Fasteners Ltd.
Capital GoodsEquity2.88%
State Bank of India
FinancialEquity2.72%
Tata Consultancy Services Ltd.
TechnologyEquity2.70%
Supreme Industries Ltd.
ChemicalsEquity2.68%
Trent Ltd.
ServicesEquity2.46%
Bajaj Finance Ltd.
FinancialEquity2.40%
Godrej Consumer Products Ltd.
Consumer StaplesEquity2.29%
Avenue Supermarts Ltd.
ServicesEquity2.17%
Siemens Ltd.
Capital GoodsEquity2.05%
Asian Paints Ltd.
ChemicalsEquity1.69%
Tech Mahindra Ltd.
TechnologyEquity1.65%
Divi's Laboratories Ltd.
HealthcareEquity1.60%
Atul Ltd.
ChemicalsEquity1.56%
Bharti Airtel Ltd.
CommunicationEquity1.47%
Eicher Motors Ltd.
AutomobileEquity1.24%
Birlasoft Ltd.
TechnologyEquity1.18%
HCL Technologies Ltd.
TechnologyEquity1.13%
Nestle India Ltd.
Consumer StaplesEquity1.09%
HDFC Life Insurance Co Ltd.
InsuranceEquity1.09%
Tata Steel Ltd.
Metals & MiningEquity1.09%
Muthoot Finance Ltd.
FinancialEquity1.04%
The Federal Bank Ltd.
FinancialEquity0.95%
KNR Constructions Ltd.
ConstructionEquity0.91%
ACC Ltd.
ConstructionEquity0.89%
Voltas Ltd.
Consumer DiscretionaryEquity0.87%
Gujarat Gas Ltd.
EnergyEquity0.84%
Ultratech Cement Ltd.
ConstructionEquity0.69%
Power Grid Corporation Of India Ltd.
EnergyEquity0.68%
CESC Ltd.
EnergyEquity0.66%
ICICI Lombard General Insurance Company Ltd.
InsuranceEquity0.63%
NOCIL Ltd.
ChemicalsEquity0.40%
REC Ltd.
FinancialNCD0.11%
Gland Pharma Ltd.
HealthcareEquity0.09%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Groww Invest Tech Pvt. Ltd. (Formerly known as Nextbillion Technology Pvt. Ltd) (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
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
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
30 Jun 2023 - Present
1.67%
31 May 2023 - 30 Jun 2023
1.67%
30 Apr 2023 - 31 May 2023
1.67%
31 Mar 2023 - 30 Apr 2023
1.67%
28 Feb 2023 - 31 Mar 2023
1.67%
31 Jan 2023 - 28 Feb 2023
1.67%
31 Dec 2022 - 31 Jan 2023
1.67%
31 Dec 2022 - 31 Dec 2022
1.67%
31 Dec 2022 - 31 Dec 2022
1.67%
30 Nov 2022 - 31 Dec 2022
1.67%
30 Nov 2022 - 30 Nov 2022
1.67%
30 Nov 2022 - 30 Nov 2022
1.67%
30 Nov 2022 - 30 Nov 2022
1.67%
31 Oct 2022 - 30 Nov 2022
1.67%
31 Oct 2022 - 31 Oct 2022
1.67%
31 Oct 2022 - 31 Oct 2022
1.67%
31 Oct 2022 - 31 Oct 2022
1.67%
31 Oct 2022 - 31 Oct 2022
1.67%
30 Sep 2022 - 31 Oct 2022
1.67%
30 Sep 2022 - 30 Sep 2022
1.67%
30 Sep 2022 - 30 Sep 2022
1.67%
30 Sep 2022 - 30 Sep 2022
1.67%
31 Aug 2022 - 30 Sep 2022
1.67%
31 Aug 2022 - 31 Aug 2022
1.67%
31 Aug 2022 - 31 Aug 2022
1.67%
31 Jul 2022 - 31 Aug 2022
1.67%
31 Jul 2022 - 31 Jul 2022
1.67%
31 Jul 2022 - 31 Jul 2022
1.67%
30 Jun 2022 - 31 Jul 2022
1.67%
30 Jun 2022 - 30 Jun 2022
1.67%
30 Jun 2022 - 30 Jun 2022
1.67%
31 May 2022 - 30 Jun 2022
1.66%
31 May 2022 - 31 May 2022
1.66%
31 May 2022 - 31 May 2022
1.66%
30 Apr 2022 - 31 May 2022
1.66%
30 Apr 2022 - 30 Apr 2022
1.66%
30 Apr 2022 - 30 Apr 2022
1.66%
31 Mar 2022 - 30 Apr 2022
1.66%
31 Mar 2022 - 31 Mar 2022
1.66%
31 Mar 2022 - 31 Mar 2022
1.66%
28 Feb 2022 - 31 Mar 2022
1.66%
28 Feb 2022 - 28 Feb 2022
1.66%
28 Feb 2022 - 28 Feb 2022
1.66%
31 Jan 2022 - 28 Feb 2022
1.66%
31 Jan 2022 - 31 Jan 2022
1.66%
31 Dec 2021 - 31 Jan 2022
1.66%
31 Dec 2021 - 31 Dec 2021
1.66%
30 Nov 2021 - 31 Dec 2021
1.66%
31 Oct 2021 - 30 Nov 2021
1.66%
30 Sep 2021 - 31 Oct 2021
1.66%
31 Aug 2021 - 30 Sep 2021
1.66%
31 Jul 2021 - 31 Aug 2021
1.66%
30 Jun 2021 - 31 Jul 2021
1.66%
31 May 2021 - 30 Jun 2021
1.67%
30 Apr 2021 - 31 May 2021
1.67%
31 Mar 2021 - 30 Apr 2021
1.72%
28 Feb 2021 - 31 Mar 2021
1.71%
31 Jan 2021 - 28 Feb 2021
1.71%
31 Dec 2020 - 31 Jan 2021
1.74%
30 Nov 2020 - 31 Dec 2020
1.74%
31 Oct 2020 - 30 Nov 2020
1.70%
30 Sep 2020 - 31 Oct 2020
1.69%
31 Aug 2020 - 30 Sep 2020
1.70%
31 Jul 2020 - 31 Aug 2020
1.70%
30 Jun 2020 - 31 Jul 2020
1.70%
31 May 2020 - 30 Jun 2020
1.69%
30 Apr 2020 - 31 May 2020
1.69%
31 Mar 2020 - 30 Apr 2020
1.69%
29 Feb 2020 - 31 Mar 2020
1.69%
31 Jan 2020 - 29 Feb 2020
1.69%
30 Nov 2019 - 31 Jan 2020
1.69%
31 Oct 2019 - 30 Nov 2019
1.69%
30 Sep 2019 - 31 Oct 2019
1.40%
31 Aug 2019 - 30 Sep 2019
1.40%
31 Jul 2019 - 31 Aug 2019
1.40%
30 Jun 2019 - 31 Jul 2019
0.95%
31 May 2019 - 30 Jun 2019
0.95%
30 Apr 2019 - 31 May 2019
0.95%
31 Mar 2019 - 30 Apr 2019
1.09%
28 Feb 2019 - 31 Mar 2019
1.03%
31 Jan 2019 - 28 Feb 2019
1.03%
31 Dec 2018 - 31 Jan 2019
1.03%
30 Nov 2018 - 31 Dec 2018
1.03%
31 Oct 2018 - 30 Nov 2018
1.03%
30 Sep 2018 - 31 Oct 2018
1.07%
31 Aug 2018 - 30 Sep 2018
0.87%
31 Jul 2018 - 31 Aug 2018
0.87%
30 Jun 2018 - 31 Jul 2018
0.87%
31 May 2018 - 30 Jun 2018
1.04%
30 Apr 2018 - 31 May 2018
1.03%
31 Mar 2018 - 30 Apr 2018
1.04%
28 Feb 2018 - 31 Mar 2018
1.54%
31 Jan 2018 - 28 Feb 2018
1.03%
31 Dec 2017 - 31 Jan 2018
1.05%
30 Nov 2017 - 31 Dec 2017
1.05%
31 Oct 2017 - 30 Nov 2017
1.02%
Expense ratio, exit load and taxExpense ratio: 1.67%Inclusive of GST
Exit loadExit load of 1% if redeemed within 12 months.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationIf 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 amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementRaju 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
IDBI Dynamic Bond Fund Direct Growth
IDBI Gilt Fund Direct Growth
IDBI Liquid Fund Direct Growth
IDBI Short Term Bond Fund Direct Growth
IDBI Ultra Short Term Fund Direct Growth
IDBI Equity Savings Fund Direct Growth
IDBI Credit Risk Fund Direct Growth
IDBI Hybrid Equity Fund Direct   Growth
Alok Ranjan
Aug 2021 - Present
View details
Education
Mr. Ranjan has done MBA (Finance), BSc Physics (Honors)
Experience
Prior to joining ITI Mutual Fund,he was associated with IDBI Asset Management Limited, Shriram Asset Management Ltd. as Fund Manager (Equity), Way2wealth Securities Ltd. as Head of Research and Advisory and First Global Ltd. as Vice President- Research.
Also manages these schemes
IDBI India Top 100 Equity Fund Direct Growth
IDBI Nifty 50 Index Fund Direct Growth
IDBI Nifty Next 50 Index Fund Direct Growth
IDBI Equity Savings Fund Direct Growth
IDBI Equity Advantage Fund Direct Growth
Shriram Aggressive Hybrid Fund Direct  Growth
IDBI Flexi Cap Fund Direct Growth
IDBI Hybrid Equity Fund Direct   Growth
IDBI Midcap Fund Direct   Growth
IDBI Small Cap Fund Direct   Growth
IDBI Focused 30 Equity Fund Direct   Growth
IDBI Banking & Financial Services Fund Direct   Growth
IDBI Long Term Value Fund Direct   Growth
Shriram Flexi Cap Fund Direct   Growth
IDBI Dividend Yield Fund Direct   Growth
Shriram ELSS Tax Saver Fund Direct   Growth
IDBI Healthcare Fund Direct   Growth
Shriram Balanced Advantage Fund Direct   Growth
ITI Arbitrage Fund Direct   Growth
ITI Large Cap Fund Direct   Growth
ITI Conservative Hybrid Fund Direct   Growth
Fund house & investment objective
IDBI Mutual Fund
Rank (total assets)#29 in India
Total AUM₹3,591.62Cr
Date of Incorporation29 Mar 2010
    IDBI Hybrid Equity Fund Direct   Growth is a Hybrid Mutual Fund Scheme launched by IDBI Mutual Fund.     This scheme was made available to investors on 29 Mar 2010.     Raju Sharma, V Balasubramanian is the Current Fund Manager of IDBI Hybrid Equity Fund Direct   Growth fund.     The fund currently has an Asset Under Management(AUM) of ₹3,592 Cr and     the Latest NAV as of 28 Jul 2023 is ₹18.66.  

    The IDBI Hybrid Equity Fund Direct   Growth is rated Very High risk.     Minimum SIP Investment is set to ₹500.          Exit load of 1% if redeemed within 12 months.
  ;
Investment ObjectiveThe scheme seeks to generate long-term capital appreciation and current income from a portfolio constituted of equity and equity related securities as well as fixed income securities (debt and money market securities). 
 
;
Fund benchmarkCRISIL Hybrid 35+65 Aggressive Index
Scheme Information Document(SID)
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
Website
www.idbimutual.co.in
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,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
IDBI Hybrid Equity Fund Direct   Growth
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	13.0%	15.4%	8.2%	9.7%
Category average	23.4%	14.4%	16.8%	NA
Rank with in category	36	36	31	NA

Hybrid, Aggressive Hybrid funds	Rating	1Y	3Y	Fund Size(Cr)
JM Aggressive Hybrid Fund Direct Growth	5	36.0%	24.9%	642.94
ICICI Prudential Equity & Debt Fund Direct Growth	5	24.5%	20.5%	41,395.98
Bank of India Mid & Small Cap Equity & Debt Fund Direct Growth	5	32.2%	20.2%	1,000.31
Edelweiss Aggressive Hybrid Fund Direct Growth	5	26.8%	19.4%	2,197.84
UTI Aggressive Hybrid Fund Direct Fund Growth	4	27.5%	18.1%	6,330.44

Name	Sector	Instrument	Assets
HDFC Bank Ltd.	Financial	Equity	6.13%
ICICI Bank Ltd.	Financial	Equity	5.92%
Reliance Industries Ltd.	Energy	Equity	4.27%
Axis Bank Ltd.	Financial	Equity	3.92%
Larsen & Toubro Ltd.	Construction	Equity	3.86%
Infosys Ltd.	Technology	Equity	3.36%
Timken India Ltd.	Capital Goods	Equity	3.19%
Housing Development Finance Corporation Ltd.	Financial	Equity	3.15%
Sundram Fasteners Ltd.	Capital Goods	Equity	2.88%
State Bank of India	Financial	Equity	2.72%
Tata Consultancy Services Ltd.	Technology	Equity	2.70%
Supreme Industries Ltd.	Chemicals	Equity	2.68%
Trent Ltd.	Services	Equity	2.46%
Bajaj Finance Ltd.	Financial	Equity	2.40%
Godrej Consumer Products Ltd.	Consumer Staples	Equity	2.29%
Avenue Supermarts Ltd.	Services	Equity	2.17%
Siemens Ltd.	Capital Goods	Equity	2.05%
Asian Paints Ltd.	Chemicals	Equity	1.69%
Tech Mahindra Ltd.	Technology	Equity	1.65%
Divi's Laboratories Ltd.	Healthcare	Equity	1.60%
Atul Ltd.	Chemicals	Equity	1.56%
Bharti Airtel Ltd.	Communication	Equity	1.47%
Eicher Motors Ltd.	Automobile	Equity	1.24%
Birlasoft Ltd.	Technology	Equity	1.18%
HCL Technologies Ltd.	Technology	Equity	1.13%
Nestle India Ltd.	Consumer Staples	Equity	1.09%
HDFC Life Insurance Co Ltd.	Insurance	Equity	1.09%
Tata Steel Ltd.	Metals & Mining	Equity	1.09%
Muthoot Finance Ltd.	Financial	Equity	1.04%
The Federal Bank Ltd.	Financial	Equity	0.95%
KNR Constructions Ltd.	Construction	Equity	0.91%
ACC Ltd.	Construction	Equity	0.89%
Voltas Ltd.	Consumer Discretionary	Equity	0.87%
Gujarat Gas Ltd.	Energy	Equity	0.84%
Ultratech Cement Ltd.	Construction	Equity	0.69%
Power Grid Corporation Of India Ltd.	Energy	Equity	0.68%
CESC Ltd.	Energy	Equity	0.66%
ICICI Lombard General Insurance Company Ltd.	Insurance	Equity	0.63%
NOCIL Ltd.	Chemicals	Equity	0.40%
REC Ltd.	Financial	NCD	0.11%
Gland Pharma Ltd.	Healthcare	Equity	0.09%

Rank (total assets)	#29 in India
Total AUM	₹3,591.62Cr

Date of Incorporation	29 Mar 2010

Fund benchmark	CRISIL Hybrid 35+65 Aggressive Index

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Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

IDBI Hybrid Equity Fund Direct Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Peer Comparison

Holdings (41)

Disclaimer

Pros and cons

Pros

Cons

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 1.67%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Raju SharmaMay 2017 - PresentView details

Alok RanjanAug 2021 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Raju Sharma
May 2017 - Present
View details

Alok Ranjan
Aug 2021 - Present
View details