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  • IDBI Hybrid Equity Fund (RIDCW-I)
IDBI Mutual Funds

IDBI Hybrid Equity Fund (RIDCW-I)

HybridAggressive Hybrid

15.626

NAV (Jul 28)

NA
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 ->

Downside Protection Measure

Neutral

The performance of the fund on a Downside Protection Measure metric has been Neutral

Fund Size

Poor

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

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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

15.626

NAV (Jul 28)

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 scheme seeks to generate long-term capital appreciation and current income from a portfolio constituted of equity and equity related securities as well as fixed income securities (debt and money market securities).

Expense Ratio
-
Launched (0y ago)
-
AUM in Crores
179
ISIN
INF397L01JE1
Lock-in
-
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
-
Beta
-
Sharpe Ratio
-
YTM
-
Fund Managers
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 (RIDCW-I)70%NaN NaNNaN%
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 2023-12-21

Top Stock Holdings

Others

20%
20.01%

HDFC Bank Ltd.

6.1%
6.13%

ICICI Bank Ltd.

5.9%
5.92%

Reliance Industries Ltd.

4.3%
4.27%

Axis Bank Ltd.

3.9%
3.92%
See all holdings

Allocation by Sector

Financial

26.23%
26.23%

Technology

10.02%
10.02%

Capital Goods

8.12%
8.12%

Energy

6.45%
6.45%

Materials

6.35%
6.35%
See all sectors

Comparison with Hybrid Funds

Fund NameFund Size
icici-prudential
ICICI Prudential Multi Asset Fund (G)

₹ 48,201 cr

₹ 3,347 cr

₹ 12,399 cr

₹ 24,644 cr

₹ 5,088 cr

amc-img

About the AMC

IDBI Mutual Fund

IDBI Mutual Fund is a subsidiary of IDBI Bank. It was incorporated on 25th January 2010 under the Companies Act, 1956. IDBI manages an asset worth Rs. 8949cr spread accross varios schemes in equity, debt and liquid funds. amc-img
Fund NameScripbox Opinion
Till Date CAGR

IDBI Hybrid Equity Fund (RIDCW-I) Review

IDBI Hybrid Equity Fund (RIDCW-I) is a Hybrid Hybrid fund and has delivered an annualised return of null% over a period of 7 years. The fund is managed by IDBI Mutual Fund. The fund manager’s name is .

Nav of IDBI Hybrid Equity Fund (RIDCW-I) as of 7/28/2023 is ₹15.63 with the total AUM as of 10/4/2024 is ₹179.0436. With Scripbox you can compare and check the latest nav for all mutual funds in India. IDBI Hybrid Equity Fund (RIDCW-I) was launched on 2016-10-24. The category risk of the fund is null.

The minimum SIP amount for IDBI Hybrid Equity Fund (RIDCW-I) 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 (RIDCW-I)?

IDBI Hybrid Equity Fund (RIDCW-I) is a 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 (RIDCW-I)?

You can invest in IDBI Hybrid Equity Fund (RIDCW-I) 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 (RIDCW-I)?

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

Is IDBI Hybrid Equity Fund (RIDCW-I) good to invest in?

As per Scripbox experts, IDBI Hybrid Equity Fund (RIDCW-I) is a 1 fund. You can investIDBI Hybrid Equity Fund (RIDCW-I) 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 (RIDCW-I)?

The expense ratio of the IDBI Hybrid Equity Fund (RIDCW-I) is % for regular plan.