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Asset Size:216Cr
Expense Ratio:2.54%
Fund Manager(s):Uma Venkatraman,
5year Returns:3.05%

IDBI Hybrid Equity Fund Regular Growth

IDBI       

Balanced Equity
Aggressive Allocation

Nav : 12.8907 ( 0.15%) December 2nd, 2020

People currently viewing this : 1

Rank (of 245)

Not Ranked

Annualized Returns(5 yrs)

3.05%

Investment Horizon

>3 Yr

Doubled Money

23yrs 0m

Returns since October 24th, 2016

6.38%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

11.6L

Projected Maturity Amount

68.8L

IDBI     

Balanced Equity
Aggressive Allocation

Nav : 12.8907 ( 0.15%) December 2nd, 2020

People currently viewing this : 1

Upwardly's Take :

These funds invest predominantly in Equity (65-80%) with rest allocation in debt. Investors looking for exposure to equity but wanting more stability than pure Equity funds should invest in this fund. Only 10% long-term tax on capital gains above 1 lakh.

Invest in these funds with minimum of 3 years horizon for your medium to long term goals like Retirement, Children's education etc

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

11.6L

Projected Maturity Amount

68.8L

Rank (of 245)

Not Ranked

Annualized Returns(5 yrs)

3.05%

Investment Horizon

>3 Yr

Doubled Money

23yrs 0m

Returns since October 24th, 2016

6.38%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

The investment objective of the scheme would be to generate opportunities for capital appreciation along with income by investing in a diversified basket of equity and equity related instruments,debt and money market instruments. However,there can be no assurance that the investment objective of the scheme will be realized.

Basic Details
Fund House
IDBI
Launch Date
October 24th, 2016
Expense Ratio
2.54%
Fund Category Risk
Moderate
Std Dev (1Yr)
21.288
Std Dev (3Yr)
15.692
Std Dev (5Yr)
Asset Size
216Cr
Investment Details
Investment Plan
Growth
Return since Launch
6.38 %
Exit Load
No exit load
YTM
7.15 %
Modified Duration
2.91
Contact Details
Fund Manager(s)
Phone No.
+91 22 66442800