IDBI Hybrid Equity Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 13.02 | 15.41 | 8.19 | N/A |
Average Rolling Returns(%) | 9.60 | 8.88 | 8.25 | N/A |
The Current NAV of IDBI Hybrid Equity Fund - Growth - Direct Plan is ₹18.66.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.
IDBI Hybrid Equity Fund - Growth - Direct Plan fund’s expense ratio is 1.67%
The process for redemption is
The AUM of IDBI Hybrid Equity Fund - Growth - Direct Plan is currently ₹179 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and Reliance Industries and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 24% and 39% of fund’s portfolio respectively.
Top three sectors of IDBI Hybrid Equity Fund - Growth - Direct Plan fund are BFSI, Miscellaneous and IT accounting for 58% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Aggressive Hybrid Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of IDBI Hybrid Equity Fund - Growth - Direct Plan Fund is Hybrid - Aggressive Hybrid Fund.
Alok Ranjan and Raju Sharma manage the IDBI Hybrid Equity Fund - Growth - Direct Plan Fund.
IDBI Hybrid Equity Fund - Growth - Direct Plan current PE ratio is 42.23 and PB ratio is 7.32
The asset allocation of IDBI Hybrid Equity Fund - Growth - Direct Plan is Stocks : 79.59%, Debt : 20.38% and Gold : 0%
The minimum SIP amount for IDBI Hybrid Equity Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for IDBI Hybrid Equity Fund - Growth - Direct Plan is 1% on or Before 12 months, Nil after 12 months