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Inception Date: 30 Dec 2016

IDFC Hybrid Equity Fund (Formerly Known as IDFC Balanced Fund)

IDFC Hybrid Equity Fund provides a combination of equity (up to 60%), arbitrage (minimum 5%) and balance in debt so as to provide both stability of returns and potential of growth. Both equity and fixed income portions are actively managed.

An open ended hybrid scheme investing predominantly in equity and equity related instruments
IDFC Hybrid Equity Fund - Regular Plan - Growth
  • Fund Category:

    Hybrid VIEW ALL
  • Returns Period:

    N.A
    5+ yrs

Fund Summary

Fund Manager:

Min. Investment: 5,000.00

Min. SIP 100.00

Exit Load:
1.00 %
10% of investment: Nil,
Remaining investment: 1% if redeemed/switched
out within 12 months from the date of allotment.
1.00 % 

Why choose this fund?

  • FUND PERFORMANCE
  • STRATEGY & PORTFOLIO
  • DOCUMENTS
Value of ` 10,000 invested in IDFC Hybrid Equity Fund - Regular Plan - Growth
Scheme Name CAGR Returns (%) Current value of Investment of ₹ 10,000
1 Year 3 Years 5 Years Since Inception 30 Dec 2016 1 Year 3 Years 5 Years Since Inception 30 Dec 2016
IDFC Hybrid Equity Fund - Regular Plan - Growth -1.6 0 0 6.18 9839.57 0 0 11500
CRISIL Hybrid 35+65 - Aggressive Index # 6.51 12.69 12.64 12.97 10651.34 14311.18 18140.27 13289.63
Nifty 50 TRI ## 10.84 15.91 13.32 18.25 11083.55 15579.94 18692.52 14780.85

# Scheme Benchmark   

## Scheme Alternate Benchmark

This fund is managed by Anoop Bhaskar

* Performance based on NAV as on 30 Apr 2019.

View fund performance of other funds managed by Anoop Bhaskar

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.

DIVIDEND HISTORY

Dividend considered here is for Regular Plan paid to Individual investors.

Data is not available

Face Value per Unit is Rs.10. Dividend is not guaranteed and past performance may or may not be sustained in future. Pursuant to payment of dividend, the NAV of the scheme would fall to the extent of payout and statutory levy (as applicable).

If you have invested in our funds, check its value as of today

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Taxation:

  • Equity oriented mutual funds - Long Term Capital Gains Tax (holding period is 12 months from date of investment^): 10%*#
  • Short Term capital Gains Tax: 15%*
  • Dividend Distribution Tax: 10%*
  • Other than Equity oriented mutual funds - Long Term Capital Gains Tax (holding period is 36 months from date of investment): 20% with indexation*
  • Short Term capital Gains Tax: As per income tax slab*
  • Dividend Distribution Tax: 25%*

#LTCG exceeding Rs. 1,00,000 on transfer of units of equity oriented mutual fund would be taxable at the rate of 10%
(plus applicable surcharge and education cesses) subject to payment of securities transaction tax at the time of transfer.
*These rates will further increase by applicable surcharge and education cess
The information provided above is as per prevailing taxation laws and applicable to Individuals who are Residents in India respectively.
^Securities transaction tax (STT) will be deducted on equity funds at the time of redemption and switch to the other schemes.

  • Investors understand that their principal will be at moderately high risk

  • 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.

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Returns *
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* Performance based on NAV as on 30 Apr 2019.
 
 
 
 
 
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