IDFC Hybrid Equity Fund Direct Plan
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.
Suitability
This product is suitable for investors who are seeking
• To create wealth over a long period of time Capital appreciation and current income by investing in equity as well as fixed income securities.
Fund Info
Scheme Type
Open-ended
Scheme Category
Aggressive Allocation
Benchmark Type
Crisil Balanced Fund Aggressiv
Scheme AUM (in Crs.)
₹ 901.02
Expense Ratio
0.7%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 64583
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Aggressive Allocation |
| Benchmark Type | Crisil Balanced Fund Aggressiv |
| Scheme AUM (in Crs.) | ₹ 901.02 |
| Expense Ratio | 0.7% |
| Scheme Class | Hybrid |
| AMC AUM (in Crs.) | ₹ 64583 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
GOI
CGL
8.25
HDFC Bank Ltd.
Equity
4.37
Reliance Industries Ltd.
Equity
2.88
Housing Development Finance Corpn. Ltd.
Equity
2.85
GOI
GOI Sec
2.48
GOI
GOI Sec
2.06
State Bank of India
Equity
1.96
ITC Ltd.
Equity
1.88
Bharti Telecom Ltd.
Debenture
1.67
Axis Bank Ltd.
Equity
1.66
Asset Allocation(%)
Central Government Loan
8.25
Equity
67.66
GOI Securities
4.54
Bonds
3.09
CBLO
14.02
Sector Allocation(%)
Sector
Percent
Automobile
8.18
Energy
6.67
Services
6.04
Technology
5.76
Financial
25.84
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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