- Mutual Funds
- IDFC Mutual Funds
- IDFC Hybrid Equity Fund (Growth)
Formerly IDFC Balanced Reg Gr
IDFC Hybrid Equity Fund (Growth)
₹ 15.32
NAV (Jun 23)
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.
Track Record
6 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.
Relative Size
557 Cr. Medium within the category
Category View
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
Scripbox Recommended Equity Funds
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 Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 15.32
NAV (Jun 23)
Fund Returns
Last 1Y | -2.3% |
Last 3Y | 9.7% |
Last 5Y | 6.6% |
Last 10Y | NA |
Since Inception | 7.9% |
6 Month CAGR | -10.5% |
Scheme Information
The Fund seeks to generate long term capital appreciation by investing predominantly in equity and equity related instruments.The Fund also seeks to generate current income by investing in debt securities and money market instruments.
Expense Ratio | 2.45 |
Launched (6y ago) | Dec 30, 2016 |
AUM in Crores | 556.337 |
ISIN | INF194KA1U15 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
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
Top Stock Holdings
triparty repo
10.9%icici bank ltd
5.2%infosys ltd
5%hdfc bank ltd
4.8%larsen & toubro ltd
4%Allocation by Sector
financial services
17.2%consumer cyclical
15.2%technology
9.9%healthcare
9.5%consumer defensive
9%Comparison with Hybrid Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|---|---|---|
₹ 26,009 cr | |||
₹ 26,009 cr | |||
₹ 26,009 cr | |||
₹ 26,009 cr | |||
₹ 26,009 cr |
About the AMC
IDFC Asset Management Company Limited
IDFC Asset Management Company Limited manages assets worth 121,537 crores and was set up on 20 December 1999. It's current offering of mutual fund schemes includes 33 equity,199 debt and 32 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.8% | 7.7% | ||
5% | 7.9% | ||
10.5% | 10.2% | ||
7.8% | 8.6% | ||
5.2% | 7.2% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsIDFC Hybrid Equity Fund (G) Review
IDFC Hybrid Equity Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 7.9% over a period of 5 years. The fund was previously known as IDFC Balanced Reg Gr. The fund is managed by IDFC Asset Management Company Limited. The fund managers are Anoop Bhaskar, Anurag Mittal, Harshal Joshi.
Nav of IDFC Hybrid Equity Fund (G) as of 6/23/2022 is ₹15.32 with the total AUM as of 6/24/2022 is ₹556.337. With Scripbox you can compare and check the latest nav for all mutual funds in India. IDFC Hybrid Equity Fund (G) was launched on Dec 30, 2016. The category risk of the fund is Very High Risk.
The minimum SIP amount for IDFC Hybrid Equity Fund (G) 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 IDFC Hybrid Equity Fund (G)?
How to invest in IDFC Hybrid Equity Fund (G)?
You can invest in IDFC Hybrid Equity Fund (G) 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 IDFC Hybrid Equity Fund (G)?
The minimum sip amount for IDFC Hybrid Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is IDFC Hybrid Equity Fund (G) good to invest in?
As per Scripbox experts, IDFC Hybrid Equity Fund (G) is a Neutral fund. You can investIDFC Hybrid Equity Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the IDFC Hybrid Equity Fund (G)?
The expense ratio of the IDFC Hybrid Equity Fund (G) is 2.45% for regular plan.