• Mutual Funds
  • IDFC Mutual Funds
  • IDFC Hybrid Equity Fund (Growth)

Formerly IDFC Balanced Reg Gr

IDFC Mutual Funds

IDFC Hybrid Equity Fund (Growth)

HybridAggressive Hybrid

17.518

NAV (Nov 25)

8.6%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in aggressive hybrid mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

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

Outperformance Consistency

Poor

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

Scripbox Recommended Equity Funds

Want the 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

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

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.

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

Fund Managers

Anurag Mittal

Fund Manager

Harshal Joshi

Fund Manager

Nishita Doshi

Fund Manager

Viraj Kulkarni

Fund Manager

Anoop Bhaskar

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 2022-11-25

Top Stock Holdings

kotak mahindra bank limited (formerly kotak mahindra finance limited)

6.5%
6.5%

icici bank ltd

5.9%
5.9%

larsen & toubro ltd

4.3%
4.3%

infosys ltd

4.2%
4.2%

national bank for agriculture and rural development

4.1%
4.1%
See all holdings

Allocation by Sector

financial services

20.6%
20.6%

consumer cyclical

15.5%
15.5%

consumer defensive

9.3%
9.3%

technology

7.6%
7.6%

healthcare

7.5%
7.5%
See all sectors

Compare IDFC Hybrid Equity Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 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.

amc-img

  • 022-66289999
  • investormf@idfc.com
  • Fund NameScripbox 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)?

    IDFC Hybrid Equity Fund (G) 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 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.