IDBI Hybrid Equity Fund Regular Growth-0.71%

2Groww
-13.37%
1 Year Return
Hybrid
Aggressive
2.0 star
6M
1Y
All

Fund Details

IDBI Hybrid Equity Fund Regular Growth

RiskModerate
Min SIP Amount₹500
Expense Ratio2.68%
NAV11.08 (08 Jul 2019)
Fund Started17 Oct 2016
Fund Size294 Cr

Returns

1Y
3Y*
5Y*
Since inception*
IDBI Hybrid Equity Fund Regular Growth
-13.4%
NA
NA
2.6%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with -13.4% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the category
    2. Risk is lower compared to the benchmark
    Cons
    1. Age is less than 5 years
    2. Higher expense ratio
    3. 1Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    8.9 State Bank of India Nov 2 2028 Financial ServicesDebentures6.6%
    8.95 Reliance Industries Ltd. Nov 9 2028 EnergyDebentures5.3%
    8.65 Bank of Baroda Financial ServicesBond5.2%
    HDFC Bank Ltd.Financial ServicesEquity4.4%
    Pidilite Industries Ltd.ChemicalsEquity3.5%
    Nestle India Ltd.Consumer GoodsEquity3.3%
    Triparty RepoCurrent AssetsMoney Market3.3%
    7.37 GOI Apr 16 2023 SovereignGilt3.1%
    Aarti Industries Ltd.ChemicalsEquity2.9%
    Hindustan Unilever Ltd.Consumer GoodsEquity2.7%
    See All

    Fund Managers

    addUma Venkatraman
    Education
    Prior to joining IDBI Mutual Fund, she had worked with B&K Securities, ASK Raymond James, Morgan Keegan and UTI Mutual Fund.
    Experience
    Funds Managed

    Other Details

    IDBI Hybrid Equity Fund Regular Growth is a Hybrid Mutual Fund Scheme launched by IDBI Mutual Fund. This scheme was introduced to investors on 17 Oct 2016. Raju Sharma, V Balasubramanian is the Current Fund Manager of IDBI Hybrid Equity Fund Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹294 Cr and the Latest NAV as of 08 Jul 2019 is ₹11.08.

    The IDBI Hybrid Equity Fund Regular Growth is rated Moderate risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 12 months..

    Investment Objective

    The investment objective of the scheme would be to generate opportunities for capital appreciation along with income by investing in a diversified basket of equity and equity related instruments, debt and money market instruments.However, there can be no assurance that the investment objective of the scheme will be realized.

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 12 months.
    Exit Load

    Compare Funds

    IDBI Hybrid Equity Fund Regular Growth
    VS
    search

    About IDBI Mutual Fund

    Address
    5th floor, Mafatlal Centre, Nariman Point Mumbai 400021
    Phone
    022-6644 2800
    Launch Date
    28 Mar 2010
    IDBI Mutual Fund
    Asset Management Company
    Custodian
    SBI SG Global Securities Services Pvt.Ltd.
    Registrar & Transfer Agent
    Karvy
    Address
    NA
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
    Similar Funds
    Data not available