Overview (as on 04 Aug 2021)

NAV

₹17.55

1y returns

50.903%

Fund AUM

₹545 Cr

Expense Ratio

1.19%

Min SIP

₹100

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

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For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
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-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
23.93%
Defensive
16.64%
Tech
16.02%
Health
14.85%
Consumer
9.56%
Basic Materials
7.00%
Industrials
6.76%
Communication
3.25%
Energy
1.99%
Size Breakup
Large Cap
71.31%
Mid Cap
22.80%
Small Cap
5.89%

Key Metrics

Yield to Maturity 

4.36%

Modified Duration 

1.54 yr

Sharpe Ratio 

0.0

Std deviation 

0.0%

Holdings

Fund Details

Investment Objectives
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.
Scheme Name
IDFC Hybrid Equity Fund Direct Plan Growth
Scheme Document
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
30 December, 2016
Fund Manager
Anoop Bhaskar
Fund House Details
Fund House
IDFC Asset Management Company Limited
Email
investormf@idfc.com
Phone
+912224215052
Address
IDFC Asset Management Company Limited,OneIndiaBulls Centre, 841, Jupiter Mills Compound,,Senapati Bapat Marg,,Elphinstone Road (West),

Other Related Plans

Peer Funds

IDFC Hybrid Equity Fund Direct Plan Growth

NAV

₹17.55

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

Anoop Bhaskar
Anoop Bhaskar

leader

Qualifications
B.Com., MBA(Finance)
Work Experience
"Mr. Anoop Bhaskar is the Head - Equity at IDFC Asset management Company Limited. Mr. Bhaskar has an experience spanning over 27 years in the mutual fund industry. He has been associated with IDFC AMC since February 2016. Prior to joining IDFC AMC, he was associated with UTI Asset Management Company Ltd. as Head of Equity, responsible for overall domestic Equity fund management (Apr.2007 u2013 Jan.2016). Prior to that he was associated with Sundaram Asset Management Company Limited as Fund Manager, responsible for Fund Management (Aug.2003 u2013 Mar.2007). He holds a Masters in Business Administration (Finance) and Bacheloru2019s degree in Commerce with honours"
Anurag Mittal
Anurag Mittal

manager

Qualifications
B.Com (Hons), ACA, MSc in Accounting and Finance (London School of Economics).
Work Experience
"Mr. Anurag Mittal is Associate Director u2013 Fund Management at IDFC Asset Management Company Limited. Mr. Mittal has experience spanning of over 10 years in Fund Management, Dealing & Research Activities. He has been associated with IDFC AMC since Novemberu20192015. Prior to joining IDFC AMC, he was associated with HDFC Asset Management Company Ltd as Senior Manager - Investments, responsible for Dealing & Research (September 2012 - October 2015). Prior to the same he was associated with Axis Asset Management Company Limited as Fund Manager - Investments, responsible for Fund Management, Dealing & Research (July 2009 - September 2012). Prior to the same he was associated with ICICI Prudential Life Insurance as Manager - Investments, responsible for Dealing & Research (June 2008 u2013 June 2009). Prior to the same he was also associated with Bank of America as Analyst - Corporate Debt Products, involved in research (November 2006 - June 2008). He is Chartered Accountant affiliated with Institute of Chartered Accountants of India, He holds a Master Degree in Accounting & Finance with specialization in Finance from London School of Economics & Political Science and a Bacheloru2019s Degree in Commerce."

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