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
Historical NAV
₹ 17.25
NAV (Sep 23)
Fund Returns
Last 1Y
51.7%
Last 3Y
14.9%
Last 5Y
NA
Last 10Y
NA
Since Inception
12.2%
6 Month CAGR
21.7%
Scheme Information
Investment Objective
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.
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.
IDFC Asset Management Company Limited manages assets worth 130,248 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.
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 IDFC Hybrid Equity Fund (G)
About IDFC Hybrid Equity Fund (G)
IDFC Hybrid Equity Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 12.2% over a period of 4 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
IDFC Hybrid Equity Fund (G) Investment Objective
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. . However, there is no assurance that the objective of the scheme will be realized.
IDFC Hybrid Equity Fund (G) NAV,AUM,Risk
The IDFC Hybrid Equity Fund (G) fund was launched on Dec 30, 2016. The NAV (Net Asset Value) of this Aggressive Hybrid Hybrid fund as of 2021-09-23 is ₹17.25. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹579.773. The category risk of the IDFC Hybrid Equity Fund (G) fund is Very High Risk. The fund charges 2.44 % as expense ratio.
IDFC Hybrid Equity Fund (G) Holdings
The fund’s highest allocation is towards Equity and has invested 78.3% in this asset class. The top three holdings of the fund are , triparty repo , icici bank ltd , infosys ltd , hdfc bank ltd , laurus labs ltd , larsen & toubro ltd , 7.32% govt stock 2024 , deepak nitrite ltd , hcl technologies ltd , tata consumer products ltd , bharti airtel ltd , state bank of india , radico khaitan ltd , axis bank ltd , mastek ltd , gland pharma ltd , ipca laboratories ltd , nestle india ltd , tata motors ltd , sun pharmaceuticals industries ltd , 5.63% govt stock 2026 , reliance industries ltd , avenue supermarts ltd , ultratech cement ltd , mrf ltd , mahindra & mahindra ltd , zensar technologies ltd , lic housing finance limited , kalpataru power transmission ltd , cipla ltd , bata india ltd , ramco cements ltd , sbi life insurance company limited , godrej consumer products ltd , 6.79% govt stock 2027 , nuvoco vista corp ltd , 8.24% govt stock 2027 , housing development finance corporation limited , marico ltd , power finance corporation limited , bharat forge ltd , lic housing finance limited , national bank for agriculture and rural development , net receivables/payables , 7.17% govt stock 2028 , cash margin - derivatives , power finance corporation limited , 9.13% gujarat sdl 2022 , cash margin - ccil
IDFC Hybrid Equity Fund (G) 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.
