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  • IDBI Hybrid Equity Fund of Income Distribution cum Cap Wdrl (RIDCW-A)

Formerly IDBI Hybrid Equity Fund Reg DR

IDBI Mutual Funds

IDBI Hybrid Equity Fund of Income Distribution cum Cap Wdrl (RIDCW-A)

HybridAggressive Hybrid

14.9545

NAV (Oct 25)

10.4%
5 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in aggressive hybrid mutual funds.

However, Scripbox does not recommend investing in aggressive hybrid mutual funds.

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 ->

Track Record

5 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

210 Cr. Small within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

14.9545

NAV (Oct 25)

Fund Returns

Last 1Y
36.4%
Last 3Y
15.1%
Last 5Y
10.4%
Last 10Y
NA
Since Inception
10.4%
6 Month CAGR
20.3%
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Very High Risk

Expense Ratio
2.56
Launched (5y ago)
Oct 24, 2016
AUM in Crores
209.201
ISIN
INF397L01JE1
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Alok Ranjan

Fund Manager

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Raju Sharma

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
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comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,356 cr

5

₹ 18,652 cr

5

₹ 3,398 cr

5

₹ 1,957 cr

5

₹ 96 cr

5

amc-icon

About the AMC

IDBI Asset Management Limited

IDBI Asset Management Limited manages assets worth 4,585 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.

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  • tel-amc-about
    022-66442800
  • mail-amc-about
    contactus@idbimutual.co.in
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    5.1%

    7.4%

    top-ranked-badge

    5.7%

    7.4%

    top-ranked-badge

    24.8%

    16%

    top-ranked-badge

    4.2%

    5.5%

    top-ranked-badge

    4.2%

    4.8%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    Invesco India Growth Opportunities Fund (Growth)

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    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    Create an Account

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    About IDBI Hybrid Equity Fund of Income Distribution cum Cap Wdrl (RIDCW-A)

    About IDBI Hybrid Equity Fund of Income Distribution cum Cap Wdrl (RIDCW-A)

    IDBI Hybrid Equity Fund of Income Distribution cum Cap Wdrl (RIDCW-A) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 10.4% over a period of 5 years. The fund was previously known as IDBI Hybrid Equity Fund Reg DR . The fund is managed by IDBI Asset Management Limited. The fund managers are Alok Ranjan, Raju Sharma

    IDBI Hybrid Equity Fund of Income Distribution cum Cap Wdrl (RIDCW-A) 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. . However, there is no assurance that the objective of the scheme will be realized.

    IDBI Hybrid Equity Fund of Income Distribution cum Cap Wdrl (RIDCW-A) NAV,AUM,Risk

    The IDBI Hybrid Equity Fund of Income Distribution cum Cap Wdrl (RIDCW-A) fund was launched on Oct 24, 2016. The NAV (Net Asset Value) of this Aggressive Hybrid Hybrid fund as of 2021-10-25 is ₹14.95. The total AUM (Asset Under Management) of the fund as of 26/10/2021 is ₹209.201. The category risk of the IDBI Hybrid Equity Fund of Income Distribution cum Cap Wdrl (RIDCW-A) fund is Very High Risk. The fund charges 2.56 % as expense ratio.

    IDBI Hybrid Equity Fund of Income Distribution cum Cap Wdrl (RIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 70.2% in this asset class. The top three holdings of the fund are , 5.63% govt stock 2026 , bank of baroda , hdfc bank ltd , punjab national bank , housing development finance corp ltd , icici bank ltd , reliance industries ltd , infosys ltd , tata consultancy services ltd , axis bank ltd , bajaj finance ltd , sundaram fasteners ltd , axis bank limited , avenue supermarts ltd , larsen & toubro ltd , chennai petroleum corporation limited , tata motors ltd , asian paints ltd , atul ltd , aarti industries ltd , state bank of india , timken india ltd , tata steel ltd , divi's laboratories ltd , supreme industries ltd , acc ltd , voltas ltd , nestle india ltd , godrej consumer products ltd , muthoot finance ltd , treps , tata power co ltd , trent ltd , net receivable / payable , tata elxsi ltd , icici lombard general insurance co ltd , 6.67% govt stock 2035 , bharti airtel ltd , hdfc life insurance company limited , tech mahindra ltd , piramal capital & housing finance ltd , jindal steel & power ltd , nocil ltd , abbott india ltd , rec limited , eicher motors ltd , siemens ltd , ntpc limited , equitas holding ltd

    IDBI Hybrid Equity Fund of Income Distribution cum Cap Wdrl (RIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

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