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IDFC Hybrid Equity Fund (Growth)

Formerly IDFC Balanced Reg Gr
Returns (1yr)
3.98 %
Latest NAV
11.24

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Fund Information

as on 14th of August, 08:59 AM

IDFC Asset Management Company Limited

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.

Fund Managers

  • profile-pic
    Anoop Bhaskar
    profile-pic
    Anurag Mittal
  • expense-ratio
    Expense Ratio
    2.48
    benchmark
    Benchmark
    S&P BSE 200 India TR INR
  • Aum image
    AUM
    ₹ 522.45 Crores
    ISIN
    ISIN
    INF194KA1U15
  • Category Risk:

    Moderately High risk

Holding Information

as on 14th of August, 08:59 AM

Top Holding

Govt Stock
5%
Infosys Ltd
5%
Hdfc Bank Ltd
4%
Icici Bank Ltd
4%
Laurus Labs Ltd
4%

Top Sectors

Consumer Defensive
16%
Financial Services
14%
Technology
10%
Consumer Cyclical
10%
Healthcare
9%

Allocation

Equity
75%
Debt
22%
Others
3%

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as on 14th of August, 08:59 AM
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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. Past performance is not an indicator of future returns.

Transaction

as on 14th of August, 08:59 AM
Minimum SIP Amount
₹ 1000
Minimum Lumpsum Amount
₹ 5000
Lumpsum Multiple
₹ 100
SIP Multiple
₹ 100

About the Fund

IDFC Hybrid Equity Fund Regular Plan Growth is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 0.0% over a period of 5 years. The fund is managed by IDFC Asset Management Company Limited. The fund managers names are Anoop Bhaskar, Anurag Mittal. 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. The fund charges 2.48000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.

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Long Term Wealth

  • 5+ years
    Recommended
  • 12-14%
    Returns
  • No lock-in
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