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

IDFC Hybrid Equity Fund Regular IDCW

Hybrid
Aggressive Hybrid
Very High Risk
14.72%
3Y annualised
+0.48% 1D
1M
6M
1Y
3Y
All
NAV: 01 Dec 2021₹15.07
Min. SIP amountNA
Rating3
Fund size₹593.10Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA32.0%14.7%11.1%
Category averageNA42.2%12.7%NA
Rank with in categoryNA1419NA
Understand terms

Holdings (46)

NameSectorInstrumentAssets
FinancialEquity6.3%
TechnologyEquity5.6%
FinancialEquity5.0%
ConstructionEquity4.1%
GOI
SovereignGOI Sec3.5%
FMCGEquity3.3%
TechnologyEquity3.2%
FinancialEquity3.1%
AutomobileEquity3.1%
FMCGEquity3.1%
See All

Expense ratio, exit load and tax

Expense ratio: 2.45%

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 terms
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
Harshal Joshi
Jul 2021 - Present
View details

Fund house & investment objective

Fund house contact details

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