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Asset Size:505Cr
Expense Ratio:2.47%
Fund Manager(s):Anurag Mittal,Suyash Choudhary,Anoop Bhaskar,
5year Returns:3.66%

IDFC Hybrid Equity Fund Regular Plan Growth

IDFC       

Balanced Equity
Aggressive Allocation

Nav : 12.74 ( 0.08%) December 2nd, 2020

People currently viewing this : 1

Rank (of 245)

Not Ranked

Annualized Returns(5 yrs)

3.66%

Investment Horizon

>3 Yr

Doubled Money

19yrs 3m

Returns since December 30th, 2016

6.37%

Min Investment ₹100

Amount Invested

57.2L

Projected Wealth Gained

14.4L

Projected Maturity Amount

71.6L

IDFC     

Balanced Equity
Aggressive Allocation

Nav : 12.74 ( 0.08%) 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 ₹100

Amount Invested

57.2L

Projected Wealth Gained

14.4L

Projected Maturity Amount

71.6L

Rank (of 245)

Not Ranked

Annualized Returns(5 yrs)

3.66%

Investment Horizon

>3 Yr

Doubled Money

19yrs 3m

Returns since December 30th, 2016

6.37%

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 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.

Basic Details
Fund House
IDFC
Launch Date
December 30th, 2016
Expense Ratio
2.47%
Fund Category Risk
Moderate
Std Dev (1Yr)
27.463
Std Dev (3Yr)
17.751
Std Dev (5Yr)
Asset Size
505Cr
Investment Details
Investment Plan
Growth
Return since Launch
6.37 %
Exit Load
1% if withdrawn within 1 Year(s)
No exit load if withdrawn after 1 Year(s)
YTM
4.78 %
Modified Duration
2.57
Contact Details
Phone No.
+91 22 66289999