- Mutual Funds
- IDFC Mutual Funds
- IDFC Hybrid Equity Fund (Growth)
Formerly IDFC Balanced Reg Gr
IDFC Hybrid Equity Fund (Growth)
₹ 17.518
NAV (Nov 25)
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.
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 17.518
NAV (Nov 25)
Fund Returns
Last 1Y | 2.5% |
Last 3Y | 14.5% |
Last 5Y | 8.6% |
Last 10Y | NA |
Since Inception | 10% |
6 Month CAGR | 12.5% |
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 | 2.43 |
Launched (6y ago) | Dec 30, 2016 |
AUM in Crores | 592.604 |
ISIN | INF194KA1U15 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 17.9 |
Standard Deviation (5yr) | 15.5 |
Beta (3yr) | 1.18 |
Beta (5yr) | 1.18 |
Sharpe Ratio (3yr) | 0.613 |
Sharpe Ratio (5yr) | 0.294 |
YTM | 7.24 |
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
kotak mahindra bank limited (formerly kotak mahindra finance limited)
6.5%icici bank ltd
5.9%larsen & toubro ltd
4.3%infosys ltd
4.2%national bank for agriculture and rural development
4.1%Allocation by Sector
financial services
20.6%consumer cyclical
15.5%consumer defensive
9.3%technology
7.6%healthcare
7.5%Compare IDFC Hybrid Equity Fund (Growth)
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 21,109 cr | ||
₹ 2,759 cr | ||
₹ 406 cr | ||
₹ 3,307 cr | ||
₹ 761 cr |
About the AMC
IDFC Asset Management Company Limited
IDFC Asset Management Company Limited manages assets worth 124,459 crores and was set up on 20 December 1999. It's current offering of mutual fund schemes includes 33 equity,204 debt and 27 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.8% | 7.6% | ||
25.6% | 16.4% | ||
23.4% | 18.2% | ||
- | -8.5% | ||
- | -8.5% |
IDFC Hybrid Equity Fund (G) Review
IDFC Hybrid Equity Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 10% 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, Nishita Doshi, Viraj Kulkarni.
Nav of IDFC Hybrid Equity Fund (G) as of 11/25/2022 is ₹17.52 with the total AUM as of 11/26/2022 is ₹592.604. 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 2.43% for regular plan.