|Min SIP Amount||₹500|
|NAV||₹13.37 (03 Mar 2021)|
|Fund Started||18 Oct 2016|
|Fund Size||₹202 Cr|
|Bank Of Baroda||Financial||Debenture||9.7%|
|Punjab National Bank||Financial||Bonds||5.1%|
|HDFC Bank Ltd.||Financial||Equity||4.8%|
|Reliance Industries Ltd.||Energy||Equity||3.6%|
|Housing Development Finance Corpn. Ltd.||Financial||Equity||3.5%|
|Tata Consultancy Services Ltd.||Technology||Equity||3.0%|
|ICICI Bank Ltd.||Financial||Equity||3.0%|
|Supreme Industries Ltd.||Chemicals||Equity||2.7%|
|Axis Bank Ltd.||Financial||Bonds||2.6%|
IDBI Hybrid Equity Fund Regular Dividend is a Hybrid Mutual Fund Scheme launched by IDBI Mutual Fund. This scheme was made available to investors on 18 Oct 2016. Raju Sharma, V Balasubramanian is the Current Fund Manager of IDBI Hybrid Equity Fund Regular Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹202 Cr and the Latest NAV as of 03 Mar 2021 is ₹13.37.
The IDBI Hybrid Equity Fund Regular Dividend is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 12 months.
The 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).
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.