Rating : ★ ★ ☆ ☆ ☆
IDFC Hybrid Equity Fund Regular Plan Dividend Reinvestment
Aggressive Hybrid Fund
Fund Type
Open Ended
Investment Plan
Dividend Reinvestment
Expense Ratio
2%
Asset Size
556.34 Cr.
(As of 31 May, 2022)
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
Riskometer
Investors understand that their principal will be at Very High Risk.
Objective
The Fund seeks to generate long term capital appreciation by investing predominantly in equity and equity related instruments.The Fund also seeks to generate current income by investing in debt securities and money market instruments.
Fund manager
Anoop Bhaskar
Exit load
1 %
(If redeemed within 365 days)Minimum sip
₹100
Minimum investment
₹5000
Top Holdings
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Company
Assets
Infosys Ltd
5.35%
ICICI Bank Ltd
5.04%
HDFC Bank Ltd
4.67%
Larsen & Toubro Ltd
3.98%
Sector Allocation
About the Scheme Type
Aggressive Hybrid Funds are open ended schemes which invest a large portion of their assets – 65 to 80%, in equity and equity related instruments. The remaining, at least 20%, needs to be invested in debt instruments. Because of the debt component as well, they’re less risky as compared to pure play equity mutual funds but their returns are also less, for the same reason. These funds allow the fund manager to take advantage of arbitrage opportunities, meaning the fund manager can buy securities at a low price in one stock exchange and sell them ata higher price in the other.
Ratings
This fund is rated 2 stars by Morning Star Ratings.
★ ★ ☆ ☆ ☆
Overview of IDFC Asset Management Company Limited
IDFC Asset Management Company Limited finds its roots back to 2000 when it was established and which has since gone on to become one of the largest fund houses in India (in terms of AUM). The IDFC Mutual Fund provides its services to institutional and retail investors and has developed a robust network to deliver consistent value to its investors across India. The IDFC Fund manages equity, fixed income, and balanced mutual funds for its clients and invests in public equity and fixed income markets of India. The firm obtains external research to complement its in- house research. IDFC Asset Management Company Limited operates as a subsidiary of IDFC Financial Holding Company Limited.