- Mutual Funds
- IDBI Mutual Funds
- IDBI Hybrid Equity Fund (Growth)
Formerly IDBI Prudence Fund Reg Gr
IDBI Hybrid Equity Fund (Growth)
₹ 15.3581
NAV (Mar 17)
Aggressive hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 15.3581
NAV (Mar 17)
Fund Returns
Last 1Y | -2.8% |
Last 3Y | 15.3% |
Last 5Y | 5.6% |
Last 10Y | NA |
Since Inception | 6.9% |
6 Month CAGR | -2.3% |
Scheme Information
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.
Expense Ratio | 2.54 |
Launched (7y ago) | Oct 24, 2016 |
AUM in Crores | 171.978 |
ISIN | INF397L01JG6 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.8 |
Standard Deviation (5yr) | 13.8 |
Beta (3yr) | 0.99 |
Beta (5yr) | 1.04 |
Sharpe Ratio (3yr) | 0.494 |
Sharpe Ratio (5yr) | 0.093 |
YTM | 7.55 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| IDBI Hybrid Equity Fund (Growth) | 838,183 | 105,571 | 5.6% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
7.38 6/20/2027 12:00:00 am
13.9%hdfc bank ltd
6%icici bank ltd
5.6%housing development finance corp ltd
4.6%reliance industries ltd
4.1%Allocation by Sector
financial services
27.7%industrials
12.6%technology
10.4%basic materials
6.1%consumer cyclical
5.4%Compare IDBI Hybrid Equity Fund (Growth)
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 21,232 cr | ||
₹ 3,212 cr | ||
₹ 2,695 cr | ||
₹ 415 cr | ||
₹ 1,013 cr |
About the AMC
IDBI Asset Management Limited
IDBI Asset Management Limited manages assets worth 3,660 crores and was set up on 25 January 2010. It's current offering of mutual fund schemes includes 40 equity,35 debt and 8 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.4% | 7.1% | ||
23.2% | 13.2% | ||
4.4% | 5.4% | ||
22.9% | 13% | ||
4.2% | 4.8% |
IDBI Hybrid Equity Fund (G) Review
IDBI Hybrid Equity Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 6.9% over a period of 6 years. The fund was previously known as IDBI Prudence Fund Reg Gr. The fund is managed by IDBI Asset Management Limited. The fund managers are Alok Ranjan, Raju Sharma.
Nav of IDBI Hybrid Equity Fund (G) as of 3/17/2023 is ₹15.36 with the total AUM as of 3/20/2023 is ₹171.978. With Scripbox you can compare and check the latest nav for all mutual funds in India. IDBI Hybrid Equity Fund (G) was launched on Oct 24, 2016. The category risk of the fund is Very High Risk.
The minimum SIP amount for IDBI Hybrid Equity Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is IDBI Hybrid Equity Fund (G)?
How to invest in IDBI Hybrid Equity Fund (G)?
You can invest in IDBI Hybrid Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of IDBI Hybrid Equity Fund (G)?
The minimum sip amount for IDBI Hybrid Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is IDBI Hybrid Equity Fund (G) good to invest in?
As per Scripbox experts, IDBI Hybrid Equity Fund (G) is a Not Recommended fund. You can investIDBI Hybrid Equity Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the IDBI Hybrid Equity Fund (G)?
The expense ratio of the IDBI Hybrid Equity Fund (G) is 2.54% for regular plan.