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IDFC Hybrid Equity Fund Regular Growth

Hybrid
Aggressive Hybrid
Very High Risk
17.83%
3Y annualised
-0.57% 1D
1M
6M
1Y
3Y
All
NAV: 22 Oct 2021₹17.43
Min. SIP amountNA
Rating3star
Fund size₹587.42 Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA47.5%17.8%12.2%
Category averageNA42.2%12.7%NA
Rank with in categoryNA1221NA
Understand termsinfo

Holdings (45)

NameSectorInstrumentAssets
FinancialEquity5.7%
TechnologyEquity5.7%
FinancialEquity5.1%
ConstructionEquity4.0%
HealthcareEquity3.9%
TechnologyEquity3.7%
GOI
SovereignGOI Sec3.6%
FMCGEquity3.1%
ChemicalsEquity2.9%
State Bank of India
FinancialEquity2.9%
See All

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
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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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