HomeMutual FundsIDBI Hybrid Equity Fund Regular Growth

Overview (as on 05 Mar 2021)

NAV

₹13.9297

1y returns

22.413%

Fund AUM

₹202 Cr

Expense Ratio

2.53%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
IDBI Hybrid Equity Fund Regular Growth
₹0
-Infinity% projected returns
DSP Equity & Bond Fund Growth
₹0
-Infinity% projected returns
HDFC Hybrid Eq Growth
₹0
-Infinity% projected returns
ICICI Prudential Equity & Debt Fund Growth
₹0
-Infinity% projected returns
SBI Equity Hybrid Fund Regular Growth
₹0
-Infinity% projected returns
Aditya Birla Sun Life Equity Hybrid '95 Fund Growth
₹0
-Infinity% projected returns

Asset Allocation

Equity (71.27%)
Debt & Cash (28.73%)
Sector Allocation
Financial Services
28.49%
Basic Materials
21.89%
Consumer
13.21%
Tech
8.63%
Defensive
8.38%
Industrials
6.96%
Health
6.16%
Energy
5.12%
Communication
1.15%
Size Breakup
Large Cap
61.92%
Mid Cap
34.25%
Small Cap
3.83%

Key Metrics

Yield to Maturity 

6.05%

Modified Duration 

2.48 yr

Sharpe Ratio 

NA

Std deviation 

NA

Holdings

All
Equity
Debt & Cash

Fund Details

Investment Objectives
"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."
Scheme Name
IDBI Hybrid Equity Fund Regular Growth
Scheme Document
Click Here
Exit Load

For 0 - 12 Months: 1%

After 12 Months : 0%

Plan Started
24 October, 2016
Fund Manager
Uma Venkatraman
Fund House Details
Fund House
IDBI Asset Management Limited
Email
NA
Phone
+912266442802
Address
IDBI Asset Management Ltd.,5th floor, Mafatlal Centre,,Nariman Point,

Peer Funds

SBI Equity Hybrid Fund Regular Growth  

HybridAggressive AllocationRegularModerately High risk

1 yr returns

21.33%

AUM

₹34,653 Cr

Expense Ratio

1.71%

HDFC Hybrid Eq Growth  

HybridAggressive AllocationRegularModerately High risk

1 yr returns

30.01%

AUM

₹16,617 Cr

Expense Ratio

1.77%

ICICI Prudential Equity & Debt Fund Growth  

HybridAggressive AllocationRegularModerately High risk

1 yr returns

32.31%

AUM

₹15,793 Cr

Expense Ratio

1.79%

Aditya Birla Sun Life Equity Hybrid '95 Fund Growth  

HybridAggressive AllocationRegularModerately High risk

1 yr returns

28.24%

AUM

₹7,562 Cr

Expense Ratio

1.83%

DSP Equity & Bond Fund Growth  

HybridAggressive AllocationRegularModerately High risk

1 yr returns

23.33%

AUM

₹6,079 Cr

Expense Ratio

1.87%

IDBI Hybrid Equity Fund Regular Growth

NAV

₹13.9297

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    success

    Fund is in Top 30 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    success

    Fund has high quality bonds and commercial papers

    Credit Quality is based upon:

    Long term credit rating
    Credit rating outlook
    Probability of default

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Uma Venkatraman
Uma Venkatraman

leader

Work Experience
"null"
Raju Sharma
Raju Sharma

leader

Work Experience
"null"
INDmoney Logo
Apple App Store
Google Play Store

Markets:Nifty 50 | Nifty 100 | Nifty 200 | Nifty 500 | Nifty Bank | Nifty Next 50 | S&P BSE SENSEX

Stocks:All Stocks | Top Gainers | Top Losers | Hot Stocks | Most Active | At 52 Week High | At 52 Week Low

Mutual Funds:Top 10 Tax Saving (ELSS) Mutual Funds | Top 10 Large Cap Mutual Funds | Top 10 Mid Cap Mutual Funds | Top 10 Small Cap Mutual Funds | Top 10 Multi Cap Mutual Funds | Top 10 Balanced Mutual Funds | Top 10 Debt Mutual Funds

Fixed Deposit:All FDs | Suggested FDs | Monthly payout FDs | Quarterly payout FDs | Semi annual payout FDs | Annual payout FDs | Cumulative payout FDs

US Stocks:All US Stocks | Top ETFs | Top Tech Stocks | Hot Stocks | Top Gainers | Top Losers | Pharma Stocks

Bonds:All Bonds | Suggested Bonds | Corporate Bonds | Public Sector Bonds | Bank Issued Bonds

Loans:New Home Loan | Loan Against Property | On Demand Credit Line | Loan for Commercial Property | Personal Loan

Tools:Compare Mutual Funds| FD Calculator| Loan Deferment Calculator| Credit Card Deferment Calculator| Financial Immunity Calculator| SIP Calculator| EMI Calculator

Explore AMCs:All AMCs |HDFC Asset Management Company Limited | ICICI Prudential Asset Management Company Limited | SBI Funds Management Private Limited | Aditya Birla Sun Life AMC Ltd | Nippon Life India Asset Management Ltd

Finzoom Investment Advisors Private Limited (Brand Name - INDmoney, INDwealth, IND.app, IND.money, INDsave.com) makes no warranties or representations, express or implied, on products and services offered through the platform. It accepts no liability for any damages or losses, however, caused in connection with the use of, or on the reliance of its advisory or related services.

Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs. Performance and returns of any investment portfolio can neither be predicted nor guaranteed.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Marketing and distribution of various financial products such as loans and deposits are powered by Finzoomers Services Private Limited.

INDmoney, INDwealth, IND.app are brand and product of Finzoom Investment Advisors (P) Limited.

© Finzoom Investment Advisors Private Limited

[SEBI RIA Registration No: INA100012190] [Type of Registration: Non-Individual] [Validity of registration: December 17, 2018-Perpetual] [Address: 616, 6th Floor, Suncity Success Tower, Golf Course Extension Road, Sector – 65, Gurugram, Haryana- 122005] [Principal Officer details: Mr. Gaurav Sharma, Email id: principalofficer@indwealth.in, Contact No. 8800826254] [Corresponding SEBI local office address: Securities and Exchange Board of India, Local Office, First Floor, SCO 127-128, Sector 17C, Chandigarh-160017]

[ARN - 151913] [Platform Partner : BSE (Member code-24801)] [CIN - U67190HR2018PTC073294] [GST No : 06AADCF3538Q1Z8]