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IDFC Hybrid Equity Fund Regular IDCW

Hybrid
Aggressive Hybrid
Very High Risk
47.31%
1Y return
0.00% 1D
1M
6M
1Y
3Y
All
NAV: 16 Sep 2021₹15.63
Min. SIP amountNA
Rating3star
Fund size₹579.77 Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA47.3%13.7%12.3%
Category averageNA42.2%12.7%NA
Rank with in categoryNA1321NA
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
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Cons

Higher expense ratio - 2.47%
3Y Returns are lower than the category average returns
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: 2.47%

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 investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

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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