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IDBI Hybrid Equity Fund - Direct Plan

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.

Suitability

This product is suitable for investors who are seeking

• Long term capital appreciation with income* Investments in equity & equity related instruments as well as debt and money market instruments.* Investors should consult their financial advisors if in doubt about whether the product is suitable for them.

Fund Info

Scheme Class	Hybrid
Scheme Category	Aggressive Allocation
Expense Ratio	1.67%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 179
AMC AUM (in Crs.)	₹ 8,949
Min Addition Subscription	₹ 1,000

Benchmark Type

CRISIL Hybrid 35+65 - Agg TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-12) months. No Exit load, if redeemed after 12 months.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
HDFC Hybrid Equity Fund - Direct Plan	1000	1000	12.13%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan	1000	1000	9.74%
ICICI Prudential Equity & Debt Fund - Direct Plan	1000	1000	17.81%
SBI Equity Hybrid Fund - Direct Plan	1000	1000	11.35%
Canara Robeco Equity Hybrid Fund - Direct Plan	0	1000	12.31%
Mirae Asset Aggressive Hybrid Fund - Direct Plan	1000	1000	12.29%
Nippon India Equity Hybrid Fund Segregated Portfolio 1 - Direct Plan	500	500	14.19%
HSBC Aggressive Hybrid Fund - Direct Plan	1000	1000	11.12%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan	1000	1000	9.74%
ICICI Prudential Equity & Debt Fund - Direct Plan	1000	1000	17.81%
Sundaram Aggressive Hybrid Fund - Direct Plan	1000	1000	12.11%
DSP Equity & Bond Fund - Direct Plan	1000	1000	14.97%

Top 10 Holdings

Company	Holding Type	Asset(%)
Treps	Cash - Repurchase Agreement	20
HDFC Bank Ltd	Equity	6
ICICI Bank Ltd	Equity	6
Reliance Industries Ltd	Equity	4
Axis Bank Ltd	Equity	4
Larsen & Toubro Ltd	Equity	4
Infosys Ltd	Equity	3
Timken India Ltd Shs Dematerialised	Equity	3
Housing Development Finance Corp Ltd	Equity	3
Sundaram Fasteners Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	80
Cash - Repurchase Agreement	20
Bond - Corporate Bond	0
Cash - Collateral	0

Sector Allocation(%)

Sector	Percent
Financial Services	28
Cash - Repurchase Agreement	20
Industrials	14
Technology	10
Consumer Cyclical	7

Fund Manager

Raju Sharma

6+ years of experience

Alok Ranjan

1+ years of experience

IDBI Mutual Fund

AUM₹8,949 Cr

About

Sponsored by IDBI Bank, the IDBI Asset Management Limited was incorporated under the Companies Act, 1956 in January 2010. IDBI bank is one the largest bank in the countries and has played a subsequently large role in the economic and financial progress of the country. It has been in the financial industry for over 40 years has developed itself into a commercial bank since then.##IDBI boasts of having a host a of innovative products and presents a wide counter of mutual funds keeping in mind investor objectives. The asset management company pioneers to bring about world class service to its investors through strategic investing decisions that will optimize investor capital.##The mission of the company states that it looks to assist a common man to make informed investment decisions through mutual funds, which will further help the investor attain prosperity through the capital market.

contactus@idbimutual.co.in

Phone

080-4149524

Address

IDBI Asset Management Ltd.,5th floor, Mafatlal Centre,,Nariman Point,, Mumbai - 400 021

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m