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IDFC Hybrid Equity Fund Regular Growth

Hybrid
Aggressive Hybrid
Very High Risk
10.58%
3Y annualised
+0.83% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 26 May 2022₹15.70
Min. SIP amountNA
Rating3
Fund size₹570.23Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns4.6%10.6%7.6%8.7%
Category average42.2%12.7%12.2%NA
Rank with in category211722NA
Understand terms

Holdings (46)

NameSectorInstrumentAssets
Infosys Ltd.TechnologyEquity5.3%
ICICI Bank Ltd.FinancialEquity5.0%
HDFC Bank Ltd.FinancialEquity4.7%
Larsen & Toubro Ltd.ConstructionEquity4.0%
Reliance Industries Ltd.EnergyEquity3.6%
GOI
SovereignGOI Sec3.6%
State Bank of IndiaFinancialEquity3.6%
Tata Motors Ltd.AutomobileEquity3.0%
HCL Technologies Ltd.TechnologyEquity2.9%
Laurus Labs Ltd.HealthcareEquity2.8%
See All

Expense ratio, exit load and tax

Expense ratio: 2.44%

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

Harshal Joshi
Jul 2021 - Present
View details

Education
Mr. Joshi is PGDBM from N.L. Dalmia Institute of Management Studies and Research, Mumbai
Experience
Prior to joining IDFC Mutual fund in 2008 he has worked with ICAP India Pvt. Ltd.
Also manages these schemes

Viraj Kulkarni
Dec 2016 - Present
View details

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).
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Unit No. 27, Ground Floor,Khetan Bhavan,198, Jamshedji Tata Road,Churchgate, Mumbai 400020
Phone
022-24398777 / 24399999 / 66289999
Launch Date
20 Dec 1999
Website
NA
Amc Image
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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FAQs

How to Invest in IDFC Hybrid Equity Fund Regular Growth?

You can easily invest in IDFC Hybrid Equity Fund Regular Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for IDFC Hybrid Equity Fund Regular Growth from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in IDFC Hybrid Equity Fund Regular Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does IDFC Hybrid Equity Fund Regular Growth provide?

The IDFC Hybrid Equity Fund Regular Growth has been there from 30 Dec 2016 and the average annual returns provided by this fund is 4.60% since its inception.

How much expense ratio is charged by IDFC Hybrid Equity Fund Regular Growth?

The term Expense Ratio used for IDFC Hybrid Equity Fund Regular Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of IDFC Hybrid Equity Fund Regular Growth is 2.44% as of 27 May 2022...

What is the AUM of IDFC Hybrid Equity Fund Regular Growth?

The AUM, short for Assets Under Management of IDFC Hybrid Equity Fund Regular Growth is ₹570.23Cr as of 27 May 2022.

How to Redeem IDFC Hybrid Equity Fund Regular Growth?

If you want to sell your IDFC Hybrid Equity Fund Regular Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of IDFC Hybrid Equity Fund Regular Growth?

You can select either SIP or Lumpsum investment of IDFC Hybrid Equity Fund Regular Growth based on your investment objective and risk tolerance.

What is the NAV of IDFC Hybrid Equity Fund Regular Growth?

The NAV of IDFC Hybrid Equity Fund Regular Growth is ₹15.70 as of 26 May 2022.

What is the PE and PB ratio of IDFC Hybrid Equity Fund Regular Growth?

The PE ratio ratio of IDFC Hybrid Equity Fund Regular Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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