Home>Mutual Funds>IDFC Mutual Fund>IDFC Hybrid Equity Fund Direct IDCW

IDFC Hybrid Equity Fund Direct IDCW

Hybrid
Aggressive Hybrid
Very High Risk
49.04%
1Y return
0.00% 1D
1M
6M
1Y
3Y
All
NAV: 16 Sep 2021₹16.81
Min. SIP amount₹100
Rating3star
Fund size₹579.77 Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA49.0%15.2%14.0%
Category averageNA42.2%12.7%NA
Rank with in categoryNA1218NA
Understand termsinfo

Holdings (44)

NameSectorInstrumentAssets
FinancialEquity6.9%
TechnologyEquity5.9%
FinancialEquity5.1%
HealthcareEquity4.2%
ConstructionEquity4.0%
GOI
SovereignGOI Sec3.7%
ChemicalsEquity3.5%
TechnologyEquity3.5%
FMCGEquity3.4%
CommunicationEquity2.8%
See All

Pros and cons

info
Category: Hybrid Aggressive Hybrid
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Pros

1Y Returns are higher than the category average returns
3Y Returns are higher than the category average returns
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Cons

Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low

Expense ratio, exit load and tax

Expense ratio: 1.17%

Inclusive of GST

Exit load

Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹100

Fund management

Anurag Mittal
Dec 2016 - Present
View details
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Harshal Joshi
Jul 2021 - Present
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Fund house & investment objective

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Fund house contact details

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