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IDFC Hybrid Equity Fund Regular Growth+0.31%

49.54%
1 Year Return
Hybrid
Aggressive Hybrid
2.0star
6M
1Y
3Y
All

Fund Details

IDFC Hybrid Equity Fund Regular Growth

RiskVery High
Min SIP Amount₹100
Expense Ratio2.46%
NAV₹16.09 (23 Jul 2021)
Fund Started30 Dec 2016
Fund Size545 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
49.5%
11.9%
-
8.4%
Category Average
42.2%
12.7%
12.2%
-
Rank Within Category
5
18
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount100
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
0
with 49.5% returns per annum

Comparison

Data not available
Pros
1. 1Y Returns are higher than the category average returns
Cons
1. Higher expense ratio - 2.46%
2. 3Y Returns are lower than the category average returns
3. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low

Top Holdings

NameSectorInstrument% Assets
ICICI Bank Ltd.FinancialEquity6.5%
Infosys Ltd.TechnologyEquity6.2%
HDFC Bank Ltd.FinancialEquity5.2%
Laurus Labs Ltd.HealthcareEquity4.8%
GOISovereignGOI Sec3.9%
Larsen & Toubro Ltd.ConstructionEquity3.9%
Tata Consumer Products Ltd.FMCGEquity3.4%
HCL Technologies Ltd.TechnologyEquity3.3%
Deepak Nitrite Ltd.ChemicalsEquity3.0%
State Bank of IndiaFinancialEquity2.9%
See All

Fund Managers

Anurag Mittal
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IDFC Hybrid Equity Fund Regular Growth Details

IDFC Hybrid Equity Fund Regular Growth is a Hybrid Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was made available to investors on 30 Dec 2016. Anoop Bhaskar, Suyash Choudhary, Anurag Mittal is the Current Fund Manager of IDFC Hybrid Equity Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹545 Cr and the Latest NAV as of 23 Jul 2021 is ₹16.09.

The IDFC Hybrid Equity Fund Regular Growth is rated Very High risk. Minimum SIP Investment is set to 100. 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 by investing predominantly in equity and equity related instruments. The Fund also seeks to generate current income by investing in 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
13 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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