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  • IDBI Hybrid Equity Fund (PIDCW-A)

Formerly IDBI Hybrid Equity Fund Reg DP

IDBI Mutual Funds

IDBI Hybrid Equity Fund (PIDCW-A)

HybridAggressive Hybrid

15.626

NAV (Jul 28)

7.1%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in aggressive hybrid mutual funds.

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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

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Scripbox Recommended Equity Funds
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

NAV ()

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
NA
6 Month CAGR
NA

Scheme Information

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.

Expense Ratio
2.53
Launched (8y ago)
Oct 24, 2016
AUM in Crores
179.044
ISIN
INF397L01JD3
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
10.1
Standard Deviation (5yr)
13.7
Beta (3yr)
0.99
Beta (5yr)
1.03
Sharpe Ratio (3yr)
1.016
Sharpe Ratio (5yr)
0.212
YTM
6.77
Fund Managers

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
IDBI Hybrid Equity Fund (PIDCW-A)70%8,69,819 1,37,2077.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2023-07-28

Top Stock Holdings

See all holdings

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 35,122 cr

₹ 11,281 cr

₹ 9,275 cr

₹ 3,337 cr

₹ 3,146 cr

amc-img

About the AMC

IDBI Asset Management Limited

IDBI Asset Management Limited manages assets worth 2,739 crores and was set up on 25 January 2010. It's current offering of mutual fund schemes includes 16 equity,35 debt and 3 hybrid funds.amc-img
phone-img022-66442800
Fund NameScripbox Opinion
Till Date CAGR

14.4%

8.3%

20.7%

8.5%

20.7%

8.5%

14.4%

8.3%

14.4%

8.3%

IDBI Hybrid Equity Fund (PIDCW-A) Review

IDBI Hybrid Equity Fund (PIDCW-A) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 8.3% over a period of 7 years. The fund was previously known as IDBI Hybrid Equity Fund Reg DP. The fund is managed by IDBI Asset Management Limited. The fund manager’s name is null.

Nav of IDBI Hybrid Equity Fund (PIDCW-A) as of 7/28/2023 is ₹15.63 with the total AUM as of 6/16/2024 is ₹179.044. With Scripbox you can compare and check the latest nav for all mutual funds in India. IDBI Hybrid Equity Fund (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A)?

IDBI Hybrid Equity Fund (PIDCW-A) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in IDBI Hybrid Equity Fund (PIDCW-A)?

You can invest in IDBI Hybrid Equity Fund (PIDCW-A) 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 (PIDCW-A)?

The minimum sip amount for IDBI Hybrid Equity Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is IDBI Hybrid Equity Fund (PIDCW-A) good to invest in?

As per Scripbox experts, IDBI Hybrid Equity Fund (PIDCW-A) is a Not Recommended fund. You can investIDBI Hybrid Equity Fund (PIDCW-A) 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 (PIDCW-A)?

The expense ratio of the IDBI Hybrid Equity Fund (PIDCW-A) is 2.53% for regular plan.