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  • IDBI Hybrid Equity Fund (RIDCW-A)

Formerly IDBI Hybrid Equity Fund Reg DR

IDBI Mutual Funds

IDBI Hybrid Equity Fund (RIDCW-A)

HybridAggressive Hybrid

14.4635

NAV (Aug 16)

6.8%
5 Year CAGR
Scripbox Opinion
Not Recommended
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 ->

Fund Size

₹ 186 Cr

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

Outperformance Consistency

Satisfactory

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

View all 7 analysis

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Invest in this fund

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Want the large cap equity funds that are right for your long term equity investment needs?

Learn more

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

14.4635

NAV (Aug 16)

Fund Returns

Last 1Y

5.3%

Last 3Y

13.3%

Last 5Y

6.8%

Last 10Y

NA

Since Inception

8.2%

6 Month CAGR

-0.3%

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

2.55

Launched (6y ago)

Oct 24, 2016

AUM in Crores

186.129

ISIN

INF397L01JE1

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Raju Sharma

Fund Manager

Alok Ranjan

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-08-16

Top Stock Holdings

7.1% govt stock 2029

8%
8%

bank of baroda

7.1%
7.1%

icici bank ltd

5%
5%

hdfc bank ltd

5%
5%

reliance industries ltd

4%
4%
See all holdings

Allocation by Sector

financial services

23.7%
23.7%

industrials

10.4%
10.4%

technology

9.8%
9.8%

basic materials

8.2%
8.2%

consumer defensive

4.9%
4.9%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Kotak Equity Arbitrage Fund (G)
Kotak Equity Arbitrage Fund (G)

₹ 24,542 cr

₹ 24,542 cr

₹ 24,542 cr

₹ 24,542 cr

₹ 24,542 cr

About the AMC

IDBI Asset Management Limited

IDBI Asset Management Limited manages assets worth 3,575 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.

amc-img

  • 022-66442800
  • contactus@idbimutual.co.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    20.1%

    14.5%

    4.2%

    7.2%

    19.8%

    14.3%

    3.7%

    4.7%

    3.9%

    5.4%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    IDBI Hybrid Equity Fund (RIDCW-A) Review

    IDBI Hybrid Equity Fund (RIDCW-A) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 8.2% 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.

    Nav of IDBI Hybrid Equity Fund (RIDCW-A) as of 8/16/2022 is ₹14.46 with the total AUM as of 8/17/2022 is ₹186.129. With Scripbox you can compare and check the latest nav for all mutual funds in India. IDBI Hybrid Equity Fund (RIDCW-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 (RIDCW-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 (RIDCW-A)?

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

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

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

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

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

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

    The expense ratio of the IDBI Hybrid Equity Fund (RIDCW-A) is 2.55% for regular plan.