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.
No single fund can achieve what a plan can. Learn why
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.
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.
IDBI Asset Management Limited manages assets worth 4,399 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.
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?
Recommended
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.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
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
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
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 8.6% 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 Raju Sharma, Uma Venkatraman
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 as of 2021-07-22 is ₹ 13.4974. The total AUM (Asset Under Management) of the fund as of 2021-07-23 is ₹ 202.240. 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 2.53 % 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 69.0% in this asset class. The top three holdings of the fund are 5.63% govt stock 2026,bank of baroda and punjab national bank
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.
IDBI Hybrid Equity Fund of Income Distribution cum Cap Wdrl (RIDCW-A) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 35+65 - Agg TR INR
IDBI Hybrid Equity Fund of Income Distribution cum Cap Wdrl (RIDCW-A) Review
IDBI Hybrid Equity Fund of Income Distribution cum Cap Wdrl (RIDCW-A) has a score of 2 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, IDBI Hybrid Equity Fund of Income Distribution cum Cap Wdrl (RIDCW-A) has a score of 2 out of 5.
Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.
