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    • IDFC Hybrid Equity Fund (Growth)

    Formerly IDFC Balanced Reg Gr

    IDFC Mutual Funds

    IDFC Hybrid Equity Fund (Growth)

    HybridAggressive Hybrid

    17.25

    NAV (Sep 23)

    NA
    Scripbox Opinion

    Neutral

    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.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    5 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

    Relative Size

    580 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

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      Historical growth rate of 12% per annum
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      Recommended Duration 1 - 5 years
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      No Lock-in
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      Expert Investing Only

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    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%
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.44
    Launched (5y ago)
    Dec 30, 2016
    AUM in Crores
    579.773
    ISIN
    INF194KA1U15
    Lock-in
    No Lock-in
    Benchmark
    S&P BSE 200 India TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Anoop Bhaskar

    Fund Manager

    user-avatar

    Anurag Mittal

    Fund Manager

    user-avatar

    Harshal Joshi

    Fund Manager

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    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.

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    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Expert Investing Only
      Expert Investing Only
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Hybrid Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

    ₹ 8,309 cr

    5

    ₹ 17,879 cr

    5

    ₹ 3,363 cr

    5

    ₹ 2,644 cr

    5

    ₹ 1,921 cr

    5

    amc-icon

    About the AMC

    IDFC Asset Management Company Limited

    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.

    amc-img

  • tel-amc-about
    022-66289999
  • mail-amc-about
    investormf@idfc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    IDFC Low Duration Fund (G)

    recommended-badge

    6.8%

    7.4%

    top-ranked-badge

    5.4%

    5.7%

    top-ranked-badge

    5.1%

    5.2%

    top-ranked-badge

    5.3%

    5%

    top-ranked-badge

    -0.2%

    4.8%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual 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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    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

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    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.

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