IDFC Hybrid Equity Fund Regular Growth+0.36%

1Groww
3.48%
1 Year Return
Hybrid
Aggressive
1.0 star
6M
1Y
All

Fund Details

IDFC Hybrid Equity Fund Regular Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.28%
NAV11.19 (14 Oct 2019)
Fund Started30 Dec 2016
Fund Size756 Cr

Returns

1Y
3Y*
5Y*
Since inception*
IDFC Hybrid Equity Fund Regular Growth
3.5%
NA
NA
4.0%
Category Average
0.5%
6.2%
7.7%
-
Rank within category
30
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with 3.5% 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. Higher expense ratio
    5. 1Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity6.7%
    ICICI Bank Ltd.FinancialEquity4.9%
    Axis Bank Ltd.FinancialEquity4.3%
    Infosys Ltd.TechnologyEquity3.2%
    GAIL (India) Ltd.EnergyEquity1.7%
    Hindustan Unilever Ltd.FMCGEquity1.7%
    EIH Ltd.ServicesEquity1.6%
    Housing Development Finance Corpn. Ltd.FinancialEquity1.6%
    Hindustan Petroleum Corpn. Ltd.EnergyEquity1.6%
    GOISovereignCGL1.4%
    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
    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 Regular 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 Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹756 Cr and the Latest NAV as of 14 Oct 2019 is ₹11.19.

    The IDFC Hybrid Equity Fund Regular 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
    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,
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