IDBI Hybrid Equity Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Equity-oriented
Benchmark Type
S&P BSE 500
Scheme AUM (in Crs.)
₹ 420.71
Expense Ratio
0.87%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 9961
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
11.7603
(0.55 %)
NAV as on 2018-11-19
Returns
Fund
IDBI Hybrid Equity Fund - Direct Plan
1 Year
-2.53%
3 Year
5.49%
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
5th floor, Mafatlal Centre, Nariman Point Mumbai 400021
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 scheme seeks to generate long-term capital appreciation and current income from a portfolio constituted of equity and equity related securities as well as fixed income securities (debt and money market securities).
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
5,956
Portfolio Value
-44
Total Returns