Fund Snapshot

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IDBI HYBRID EQUITY FUND

An open-ended hybrid scheme investing predominantly in equity and equity related instrument

Fund Manager

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Mr. Alok Ranjan

Total Experience: Over 25 Years (Managing Equity portion of the Scheme since 6th August, 2021)

Other Funds Managed by Mr. Alok Ranjan - Click Here

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Mr. Raju Sharma

Total Experience: Over 29 Years (Managing Debt portion of the Scheme since 3rd May, 2017)

Other Funds Managed by Mr. Raju Sharma - Click Here

Fund Information

IDCW stands for Income Distribution cum Capital Withdrawal

Fund Category

Aggressive Hybrid Fund

Inception

24 Oct 2016

Benchmark

CRISIL Hybrid 35+65-Aggressive Index
Benchmark RiskometerBENCHMARK RISKOMETER
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*Investor should consult their financial advisors if in doubt about whether the product is suitable for them.

Entry Load

Not Applicable

Exit Load

1% for exit (redemption/switch-out/transfer/SWP) within 12 months from the date of allotment.

Face Value

Rs. 10/- per unit

Returns

As of last business day of the month- September 2021

36.04%

Investment Essentials

Minimum Application Amount

Minimum Lumpsum Amount:
Minimum Rs. 5000/- and in multiples of Re. 1 thereafter
Minimum Additional Lumpsum Amount:
Minimum Rs. 1000/- and in multiples of Re. 1 thereafter
Systematic Investment Plan (SIP) Options
Monthly Option:
Rs. 500/- per month for a minimum period of 12 months
Or
Rs. 1000/- per month for a minimum period of 6 months

Quarterly Option:
Rs. 1500/- per quarter for a minimum period of 4 quarters

SCHEME LABEL

Riskometer
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This product is suitable for investors who are seeking*

  • Long term capital appreciation with income
  • Investment in Equity & Equity related instruments as well as Debt and Money Market instruments
*Investor should consult their financial advisors if in doubt about whether the product is suitable for them.