FAQ : IDBI Hybrid Equity Fund - Growth

IDBI Hybrid Equity Fund - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 12.11 14.44 7.09 N/A
Average Rolling Returns(%) 8.12 7.56 6.86 N/A

The Current NAV of IDBI Hybrid Equity Fund - Growth is ₹17.13.

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 fund’s expense ratio is 2.53%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of IDBI Hybrid Equity Fund - Growth 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 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 Fund is Hybrid - Aggressive Hybrid Fund.

Alok Ranjan and Raju Sharma manage the IDBI Hybrid Equity Fund - Growth Fund.

IDBI Hybrid Equity Fund - Growth current PE ratio is 42.23 and PB ratio is 7.32

The asset allocation of IDBI Hybrid Equity Fund - Growth is Stocks : 79.59%, Debt : 20.38% and Gold : 0%

The minimum SIP amount for IDBI Hybrid Equity Fund - Growth is ₹500.00 and minimum lumpsum is ₹5000.00

The exit load for IDBI Hybrid Equity Fund - Growth is 1% on or Before 12 months, Nil after 12 months

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