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Idbi Hybrid Equity Fund Growth
NAV (Jul 28,2023)
IDBI Hybrid Equity Fund is a growth-oriented mutual fund scheme offered by IDBI Mutual Fund. It aims to provide long-term capital appreciation by investing in a diversified portfolio of equity and equity-related instruments along with debt and money market instruments. The scheme has a minimum investment requirement of ₹5000 and was established on October 24, 2016. The expense ratio of the scheme is 2.53% and the current PE ratio and PB ratio are 42.48 and 7.23 respectively. The scheme has an AUM (Asset Under Management) of ₹179.04 crores.
Idbi Hybrid Equity Fund Growth Latest Trend
- 1M
- 2M
- 3M
Idbi Hybrid Equity Fund Growth Latest Trend
Risk Ratios
- P/E Ratio42.48
- P/B Ratio7.23
- Alpha-0.01
- Beta1.05
- Sharpe0.06
- Sortino0.10
Fund Overview
2.53%
0%
No Lock-in
₹ 179.04 Cr
SIP ₹5000.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Apr 20, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
|---|---|---|---|---|---|
| ₹ 10,000 | ₹ 10,781.61 (7.82%) | ₹ 10,984.23 (9.84%) | ₹ 11,205.97 (12.06%) | ₹ 14,983.16 (49.83%) | ₹ 14,081.92 (40.82%) |
| ₹ 30,000 | ₹ 32,344.83 (7.82%) | ₹ 32,952.69 (9.84%) | ₹ 33,617.91 (12.06%) | ₹ 44,949.48 (49.83%) | ₹ 42,245.76 (40.82%) |
| ₹ 50,000 | ₹ 53,908.05 (7.82%) | ₹ 54,921.15 (9.84%) | ₹ 56,029.85 (12.06%) | ₹ 74,915.8 (49.83%) | ₹ 70,409.6 (40.82%) |
| ₹ 80,000 | ₹ 86,252.88 (7.82%) | ₹ 87,873.84 (9.84%) | ₹ 89,647.76 (12.06%) | ₹ 1,19,865.28 (49.83%) | ₹ 1,12,655.36 (40.82%) |
| ₹ 1,00,000 | ₹ 1,07,816.1 (7.82%) | ₹ 1,09,842.3 (9.84%) | ₹ 1,12,059.7 (12.06%) | ₹ 1,49,831.6 (49.83%) | ₹ 1,40,819.2 (40.82%) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- TREPS20.01%
- HDFC Bank Ltd6.13%
- ICICI Bank Ltd5.92%
- Reliance Industries Ltd4.27%
- Axis Bank Ltd3.92%
- Larsen & Toubro Ltd3.86%
- Infosys Ltd3.36%
- Timken India Ltd3.19%
- Housing Development Finance Corporation Ltd3.15%
- Sundram Fasteners Ltd2.88%
- State Bank of India2.72%
- Tata Consultancy Services Ltd2.70%
- Supreme Industries Ltd2.68%
- Trent Ltd2.46%
- Bajaj Finance Ltd2.40%
- Godrej Consumer Products Ltd2.29%
- Avenue Supermarts Ltd2.17%
- Siemens Ltd2.05%
- Asian Paints Ltd1.69%
- Tech Mahindra Ltd1.65%
- Divi s Laboratories Ltd1.60%
- Atul Ltd1.56%
- Bharti Airtel Ltd1.47%
- Eicher Motors Ltd1.24%
- Birlasoft Ltd1.18%
- HCL Technologies Ltd1.13%
- Tata Steel Ltd1.09%
- HDFC Life Insurance Company Ltd1.09%
- Nestle India Ltd1.09%
- Muthoot Finance Ltd1.04%
- The Federal Bank Ltd0.95%
- KNR Constructions Ltd0.91%
- ACC Ltd0.89%
- Voltas Ltd0.87%
- Gujarat Gas Ltd0.84%
- Ultratech Cement Ltd0.69%
- Power Grid Corporation of India Ltd0.68%
- CESC Ltd0.66%
- ICICI Lombard General Insurance Company Ltd0.63%
- NOCIL Ltd0.40%
- Net Receivable Payable0.26%
- REC Ltd0.11%
- Gland Pharma Ltd0.09%
- Miscellaneous20.27%
- Bank - Private16.92%
- IT - Software10.01%
- Retailing4.64%
- Refineries4.27%
- Finance - NBFC3.44%
- Bearings3.19%
- Finance - Housing3.15%
- Fasteners2.88%
- Bank - Public2.72%
- Plastic Products2.68%
- Electric Equipment2.05%
- Chemicals1.97%
- Insurance1.72%
- Paints1.69%
- Consumer Food1.09%
- Air Conditioners0.87%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
| Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
| HYBRID | Very High | 26.51% |
| HYBRID | Very High | 24.65% |
| HYBRID | Very High | 18.89% |
| HYBRID | Very High | 15.58% |
| HYBRID | Very High | 14.28% |
| HYBRID | High | 12.35% |
| HYBRID | Very High | 12.14% |
| HYBRID | Very High | 11.21% |
| HYBRID | Very High | 10.97% |
| HYBRID | Very High | 10.29% |
JM Aggressive Hybrid Fund - Growth
Bank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - Growth
ICICI Prudential Equity & Debt Fund - Growth
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth
UTI Aggressive Hybrid Fund - Regular Plan - Growth
Sundaram Aggressive Hybrid Fund - Growth
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth
Kotak Equity Hybrid Fund - IDCW
Bandhan Hybrid Equity Fund - Regular Plan - Growth
PGIM India Hybrid Equity Fund - Growth| Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| HYBRID | Very High | 45.79% |
| HYBRID | Very High | 42.82% |
| HYBRID | Very High | 35.05% |
| HYBRID | Very High | 29.80% |
| HYBRID | Very High | 28.27% |
| HYBRID | Very High | 24.18% |
| HYBRID | Very High | 23.55% |
| HYBRID | Very High | 23.26% |
| HYBRID | High | 23.13% |
| HYBRID | Very High | 19.50% |
| Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| HYBRID | Very High | 22.90% |
| HYBRID | Very High | 18.16% |
| HYBRID | Very High | 15.32% |
| HYBRID | Very High | 15.10% |
| HYBRID | Very High | 13.90% |
| HYBRID | Very High | 13.52% |
| HYBRID | Very High | 13.51% |
| HYBRID | Very High | 13.37% |
| HYBRID | Very High | 13.05% |
| HYBRID | Very High | 10.08% |
Quant Absolute Fund - Growth
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Tata Hybrid Equity Fund - Regular Plan - Growth
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth
Navi Aggressive Hybrid Fund - Regular Plan - Growth
Shriram Aggressive Hybrid Fund - Regular Plan - Growth
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth
DSP Equity & Bond Fund - Regular Plan - Growth
Groww Aggressive Hybrid Fund - Regular Plan - Growth
Motilal Oswal Equity Hybrid Fund - Regular Plan - Growth| Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| HYBRID | Very High | 23.85% |
| HYBRID | Very High | 21.88% |
| HYBRID | Very High | 20.85% |
| HYBRID | Very High | 14.88% |
| HYBRID | High | 12.98% |
| HYBRID | Very High | 12.95% |
| HYBRID | Very High | 12.93% |
| HYBRID | Very High | 12.69% |
| HYBRID | Very High | 12.58% |
| HYBRID | Very High | 11.02% |
HDFC Hybrid Equity Fund - GrowthGet your latest Credit Score, FREE
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