IDFC Hybrid Equity Fund Direct Dividend+0.36%

1Groww
-8.01%
1 Year Return
Hybrid
Aggressive
1.0 star
6M
1Y
All

Fund Details

IDFC Hybrid Equity Fund Direct Dividend

RiskModerately High
Min SIP Amount₹1000
Expense Ratio0.92%
NAV10.2 (23 Aug 2019)
Fund Started30 Dec 2016
Fund Size762 Cr

Returns

1Y
3Y*
5Y*
Since inception*
IDFC Hybrid Equity Fund Direct Dividend
-8.0%
NA
NA
4.6%
Category Average
-3.5%
6.3%
9.1%
-
Rank within category
32
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with -8.0% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    1. Age is less than 3 years
    2. Risk-adjusted returns are lower compared to the category
    3. Risk is higher compared to the benchmark
    4. 1Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDB Financial Services Ltd.FinancialBonds/NCD6.0%
    HDFC Bank Ltd.FinancialEquity5.9%
    ICICI Bank Ltd.FinancialEquity4.7%
    State Bank of IndiaFinancialEquity4.5%
    Reliance Industries Ltd.EnergyEquity4.0%
    Axis Bank Ltd.FinancialEquity3.5%
    GOISovereignGOI Sec3.4%
    Bajaj Finance Ltd.FinancialDebenture3.3%
    Infosys Ltd.TechnologyEquity3.1%
    Larsen & Toubro Ltd.ConstructionEquity3.0%
    See All

    Fund Managers

    addAnoop Bhaskar
    Education
    Mr. Bhaskar is a B.Com (H) and MBA(Finance) from Pune University.
    Experience
    He brings with him over 23 years of experience in the domestic mutual fund industry covering the entire gamut of fund management and equity research. Prior to joining IDFC AMC, he was associated with UTI AMC (Apr. 2007-Jan. 2016), Sundaram AMC (Aug. 2003-Mar. 2007), Franklin Templeton AMC, Shriram Financial Services Ltd., Brisk Financial Services and Cross Borders Finance & Projects.
    Funds Managed
    addAnurag Mittal
    Education
    Mr. Mittal is B.Com. (Hons), CA and M.Sc. in Accounting and Finance (specialization in Finance) from London School of Economics & Political Science.
    Experience
    Prior to joining IDFC AMC, he worked with HDFC AMC ( Sept. 2012 - Oct. 2015), Axis AMC (July 2009 - Sept. 2012), ICICI Prudential Life Insurance Company Ltd. as Credit Research Analyst (2008-2009) and with Bank of America in Corporate Banking (2006-2008).
    Funds Managed
    addViraj Kulkarni
    Education
    Mr. Kulkarni is a B.Tech. (Electronics), CFA and also holds a PGDM (Finance).
    Experience
    Prior to joining IDFC AMC he was associated with Franklin Templeton Asset Management (India) Pvt. Ltd. (May 2014-Sept. 2015) and Goldman Sachs Services India (June 2010-May 2012).
    Funds Managed

    Other Details

    IDFC Hybrid Equity Fund Direct Dividend is a Hybrid Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was introduced to investors on 30 Dec 2016. Anoop Bhaskar, Suyash Choudhary, Anurag Mittal is the Current Fund Manager of IDFC Hybrid Equity Fund Direct Dividend.The fund currently has an Asset Under Management(AUM) of ₹762 Cr and the Latest NAV as of 23 Aug 2019 is ₹10.2.

    The IDFC Hybrid Equity Fund Direct Dividend is rated Moderately High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months..

    Investment Objective

    The Fund seeks to generate long term capital appreciation along with current income by investing in a mix of equity and equity related securities, debt securities and money market instruments.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months.
    Exit Load

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    About IDFC Mutual Fund

    Address
    OneIndiaBulls Centre, 841 Jupiter Mills Compound, Senapati Bapat Marg, Elphinstone Road (West), Mumbai 400013
    Phone
    022-66289999
    Launch Date
    12 Mar 2000
    Website
    NA
    IDFC Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Invest Now
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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