IDFC Hybrid Equity Fund - Direct Plan

Our Funds / Hybrid Funds

IDFC Hybrid Equity Fund - Direct Plan

An open ended hybrid scheme investing predominantly in equity and equity related instruments

HybridInception Date:30/12/2016
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A hybrid fund which offers up to 25% participation in the equity markets with the balance invested in fixed income. Both equity and fixed income portions are actively managed.

  • Min Investment 5,000
  • Min SIP Amount 100
  • Exit Load
    10% of investment: Nil,
    Remaining investment: 1% if redeemed/switched
    out within 12 months from the date of allotment.
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Annualised Returns(as on 31st Oct, 2022)1.28%1yr14.36%3yr8.63%5yr
NAV 17.5560 as on 28/11/20221 Day Change: 0.04(0.22%)

Scheme is suitable for a minimum investment horizon of more than 3 years

Tier 1 Benchmark : CRISIL Hybrid 35+65 Aggressive IndexAlternate Benchmark : Nifty 50 TRI

Performance as on 31st October 2022

Scheme NamesCAGR Returns (%)Current value of Investment of 10,000
1 year3 year5 year10 year30/12/2016 Since inception1 year3 year5 year10 year30/12/2016 Since inception
IDFC Hybrid Equity Fund - Regular Plan - Growth1.2814.368.63N.A.10.0210,12914,96315,130N.A.17,462
3.4914.2711.2212.6613.2510,34914,92617,02532,96320,676
3.3016.2313.1613.7415.9410,33215,70918,55836,27523,715
^ Tier 1 Benchmark   |   ^^ Alternate Benchmark   |   ^^^ Tier 2 Benchmark

This fund is managed by Harshal Joshi (w.e.f 28/07/2021)Anoop Bhaskar (w.e.f 30/12/2016) & Viraj Kulkarni (w.e.f 07/01/2022)

View fund performance of other funds managed by Harshal Joshi, Anoop Bhaskar, Viraj Kulkarni

Past performance may or may not be sustained in future.
Regular and Direct Plans have different expense structure. Direct Plan shall have a lower expense ratio excluding distribution expenses, commission expenses etc.

Taxation:

For taxation, please refer the link :  https://bit.ly/3a5CcbE

IDFC Hybrid Equity Fund

(Scheme Risk-o-meter)

Investors understand that their principal will be at Very High Risk.

CRISIL Hybrid 35+65 Aggressive Index

(Tier 1 Benchmark Risk-o-meter)

This product is suitable for investors who are seeking* :

  • To create wealth over long term.
  • Investment predominantly in equity and equity related securities and balance exposure in debt and money market instruments.

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.