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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹326 Cr

Lock In Period

N/A

Expense Ratio

2.52

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

Exit Load

1% for exit (repurchase/switch-out/SWP) on or before 1 year from the date of allotment.

Summary

Latest details for IDBI Hybrid Equity Fund Growth include a ₹16.8879 NAV as of Jul 12,2023 and returns since inception of 50.38%. Minimum investments start at SIP ₹500. The IDBI Hybrid Equity Fund Growth AUM is ₹326 Cr, with a lock-in of N/A years, expense ratio of 2.52%, and benchmark CRISIL Hybrid 35+65 - Aggressive Index. Exit load is - 1% for exit (repurchase/switch-out/SWP) on or before 1 year from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)

Portfolio Analysis

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As on: 2023-06-30
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About Fund

IDBI Hybrid Equity Fund Growth managed by IDBI Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹326 Crore. The fund benchmarks its performance against the CRISIL Hybrid 35+65 - Aggressive Index while maintaining an expense ratio of 2.52. Under the expert guidance of Alok Ranjan ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundAditya Birla Sun Life Retirement Fund - The 40s Plan Growth0113.54 CR2.39
This FundBaroda BNP Paribas Aggressive Hybrid Fund Growth11242.61 CR2.11
This FundIDBI Hybrid Equity Fund Growth2325.68 CR2.52
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth04024.55 CR
Fund Name1Y3Y
This FundAditya Birla Sun Life Retirement Fund - The 40s Plan Growth12.31249.3244
This FundBaroda BNP Paribas Aggressive Hybrid Fund Growth9.273949.6766
This FundIDBI Hybrid Equity Fund Growth12.059749.8316
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth126.2548126.2548

FAQs

IDBI Hybrid Equity Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of IDBI Hybrid Equity Fund Growth is 2.52. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

IDBI Hybrid Equity Fund Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of IDBI Hybrid Equity Fund Growth are updated daily based on NAV of ₹ 16.8879 as on Jul 12,2023. Since inception, the return has been 50.38%.

You can invest in IDBI Hybrid Equity Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of IDBI Hybrid Equity Fund Growth is ₹326 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in IDBI Hybrid Equity Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500