IDFC Hybrid Equity Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Equity-oriented
Benchmark Type
Crisil Balanced Fund Aggressiv
Scheme AUM (in Crs.)
₹ 1161.86
Expense Ratio
0.83%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 69483
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
11.31
(-0.18 %)
NAV as on 2018-11-14
Returns
Fund
IDFC Hybrid Equity Fund - Direct Plan
1 Year
-2.35%
AMC Details
amc launch date
Launch Date
13 Mar 2000
amc sponsor
Sponsor
NA
amc email
Email
investormf@idfc.com
amc phone
Phone
022 - 66289999
amc address
Address
OneIndiaBulls Centre, 841 Jupiter Mills Compound, Senapati Bapat Marg, Elphinstone Road West, Mumbai 400013
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 scheme seeks to generate long term capital appreciation along with current income by investing in a mix of equity and equity related securities, 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?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,959
Portfolio Value
-41
Total Returns