IDFC Hybrid Equity Fund Direct Growth+0.96%

2Groww
13.98%
1 Year Return
Hybrid
Aggressive
2.0star
6M
1Y
3Y
All

Fund Details

IDFC Hybrid Equity Fund Direct Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio0.96%
NAV12.64 (19 Feb 2020)
Fund Started30 Dec 2016
Fund Size671 Cr

Returns

1Y
3Y*
5Y*
Since inception*
IDFC Hybrid Equity Fund Direct Growth
14.0%
7.1%
NA
7.7%
Category Average
10.0%
8.1%
6.9%
-
Rank within category
28
27
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    0
    with 14.0% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the benchmark
    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

    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd.FinancialEquity6.3%
    HDFC Bank Ltd.FinancialEquity5.7%
    Axis Bank Ltd.FinancialEquity5.0%
    Reliance Industries Ltd.EnergyEquity4.9%
    State Bank of IndiaFinancialEquity4.9%
    Infosys Ltd.TechnologyEquity3.5%
    Larsen & Toubro Ltd.ConstructionEquity3.4%
    GOISovereignGOI Sec3.1%
    Nestle India Ltd.FMCGEquity2.8%
    Tata Global Beverages Ltd.FMCGEquity2.4%
    See All

    Fund Managers

    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

    Other Details

    IDFC Hybrid Equity Fund Direct Growth 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 Growth.The fund currently has an Asset Under Management(AUM) of ₹671 Cr and the Latest NAV as of 19 Feb 2020 is ₹12.64.

    The IDFC Hybrid Equity Fund Direct Growth 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
    13 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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