IDBI Hybrid Equity Fund Direct

Scheme Type
Open-ended
Scheme Category
Equity-oriented
Benchmark Type
S&P BSE 500
Scheme AUM (in Crs.)
₹ 370.32
Expense Ratio
1.03%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 8599
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
11.6726
(-0.49 %)
NAV as on 2019-01-23
Returns
Fund
IDBI Hybrid Equity Fund Direct
1 Year
-7.06%
3 Year
5.32%
AMC Details
amc launch date
Launch Date
29 Mar 2010
amc sponsor
Sponsor
NA
amc email
Email
contactus@idbimutual.co.in
amc phone
Phone
022 - 66442800
amc address
Address
IDBI Mutual Fund Limited,,IDBI Building, Second Floor,,Plot No. 39/40/41, Sector 11,,CBD Belapur, Navi Mumbai - 400 614
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
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,878
Portfolio Value
-122
Total Returns