IDBI Hybrid Equity Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
IDBI Hybrid Equity Fund Growth Fund Overview
SIP ₹500 & Lump. ₹5000
₹326 Cr
N/A
2.52
1% for exit (repurchase/switch-out/SWP) on or before 1 year from the date of allotment.
CRISIL Hybrid 35+65 - Aggressive Index
IDBI Hybrid Equity Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 2.79 | 0.66 | 126.25 |
| 6M | 6.51 | 2.89 | 126.25 |
| 1Y | 14.82 | 5.43 | 126.25 |
| 3Y | 14.57 | 14.99 | 126.25 |
Portfolio Analysis
- Equity: 79.59%
- Debt: 20.41%
- Others
About Fund IDBI Hybrid Equity Fund Growth
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.
Fund Managers
Alok Ranjan
Mr. Alok Ranjan has done MBA (Finance), BSc Physics (Honors). Prior to joining IDBI Asset Management Limited he was associated with Shriram Asset Management Ltd. as Fund Manager (Equity), Way2wealth Securities Ltd. as Head of Research and Advisory and First Global Ltd. as Vice President- Research.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| HSBC Aggressive Hybrid Fund Growth | 5 | 5,690 CR | 1.98 |
| Baroda BNP Paribas Hybrid Equity Fund Growth | 3 | 373 CR | 2.49 |
| IDBI Hybrid Equity Fund Growth | 0 | 325 CR | 2.52 |
| Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 0 | 4,073 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHSBC Aggressive Hybrid Fund Growth | 6.5249 | 47.5198 |
| This FundBaroda BNP Paribas Hybrid Equity Fund Growth | 15.3307 | 48.0064 |
| This FundIDBI Hybrid Equity Fund Growth | 12.0597 | 49.8316 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 126.2548 | 126.2548 |
IDBI Hybrid Equity Fund Growth FAQs
- 1 Month : 2.79%
- 6 Months : 6.51%
- 1 Year : 14.82%
- 3 Years : 14.57%
