IDFC Hybrid Equity Fund Direct Plan
Scheme Type
Open-ended
Scheme Category
Aggressive Allocation
Benchmark Type
Crisil Balanced Fund Aggressiv
Scheme AUM (in Crs.)
₹ 981.88
Expense Ratio
0.69%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 64583
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
13 Mar 2000
Sponsor
NA
Email
investor@idfcmf.com
Phone
022 - 66289999
Address
OneIndiaBulls Centre, 841,,Jupiter Mills Compound, Senapati Bapat Marg,,Elphinstone Road (West),, Mumbai - 400 001
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹5,939
Portfolio Value
₹-61
Total Returns
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.