Business Today
Subscribe
PMS TodayBudget 2025US NewsIndiaWeatherBT ShortsNRIEducationElection
BT GolfBT India 100BT Mindrush
Search
Advertisement
Business News
mutual funds
idbi hybrid equity fund regular growth
IDBI Hybrid Equity Fund Regular Growth

IDBI Hybrid Equity Fund Regular Growth

  • Very High Risk
  • Allocation
  • Aggressive Allocation
Share
  • Whatsapp
  • Twitter
  • Facebook
NAV as on Jul 28, 2023
i
Price per unit of the scheme.
₹ 17.1253-0.05%1 Day Change
2.10%
Minimum Investment₹5000
Expense Ratio2.53%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
2
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
IDBI Hybrid Equity Fund Regular Growth
VS
Allocation: Aggressive Allocation Average NAV
    Topper in Allocation: Aggressive Allocation
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
    Share
    • Whatsapp
    • Twitter
    • Facebook

    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    IDBI Hybrid Equity Fund Regular Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    CRISIL Hybrid 35+65 - Agg TR INR
    Expense Ratio
    2.53%
    Category Avg Expense Ratio
    1.07%
    Minimum Investment (Lumpsum/SIP)
    ₹ 5000 /₹ 1000
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 179.04 Cr(As on Jun, 2023)
    Inception Date
    Oct 24, 2016
    Turnover
    64.00 %
    Exit Load

    bt_logoABOUT THE FUND

    Objective: The investment objective of the scheme would be to generate opportunities for capital appreciation along with income by investing in a diversified basket of equity and equity related instruments, debt and money market instruments. However, there can be no assurance that the investment objective of the scheme will be realized.

    IDBI Hybrid Equity Fund Regular Growth is an Allocation - Aggressive Allocation fund. The fund was launched inOct 24, 2016. Its risk level is . The NAV of the fund as onJul 28, 2023 is ₹17.13. Its expense ratio is 2.53 %. The fund has an AUM of ₹179.04 Cr.The fund is managed byRaju Sharma,Alok Ranjan.
    The minimum initial investment is  ₹5000 in Lumpsum mode.

    SUBSCRIBE TO
    BUSINESS TODAY MAGAZINE
    Subscribe Now
    Already a subscriber?Login

    bt_logoFUND MANAGER

    Raju Sharma
    Raju Sharma
    i
    Lead Fund Manager.
    May 3, 2017 - Present
    • Fund Manager Rank22Out of 33
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed1
    • Total AUM₹ 35.86 Cr
    • Highest Return In 1 Yr8.44 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    IDBI Equity Savings Growth Option Direct
    ₹ 31.82
    -0.35%
    0.16%
    Moderately High risk
    ₹35.86Cr
    IDBI Equity Savings Growth Option Direct
    Moderately High risk
    • NAV₹ 31.82
    • Fund Size₹35.86Cr
    Fund Return-0.35%
    Category Return0.16%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Alok Ranjan
    Alok Ranjan
    i
    Lead Fund Manager.
    Aug 6, 2021 - Present
    • Schemes managed11
    • Total AUM₹ 3,209.61 Cr
    • Highest Return In 1 Yr8.87 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    IDBI Focused 30 Equity Fund Direct Growth
    ₹ 23.70
    0.47%
    0.36%
    Very High Risk
    ₹173.04Cr
    IDBI Equity Savings Growth Option Direct
    ₹ 31.82
    -0.35%
    0.16%
    Moderately High risk
    ₹35.86Cr
    IDBI Midcap Fund Direct Growth
    ₹ 33.09
    0.41%
    0.32%
    Very High Risk
    ₹349.56Cr
    IDBI Focused 30 Equity Fund Direct Growth
    Very High Risk
    • NAV₹ 23.70
    • Fund Size₹173.04Cr
    Fund Return0.47%
    Category Return0.36%
    IDBI Equity Savings Growth Option Direct
    Moderately High risk
    • NAV₹ 31.82
    • Fund Size₹35.86Cr
    Fund Return-0.35%
    Category Return0.16%
    IDBI Midcap Fund Direct Growth
    Very High Risk
    • NAV₹ 33.09
    • Fund Size₹349.56Cr
    Fund Return0.41%
    Category Return0.32%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Invalid date
    EQUITY (-%)
    DEBT (-%)
    CASH (-%)
    Allocation by Market Cap

    No Data For Allocation

    Industry Holdings
    • -%
    Stock Holdings
    No Data For Allocation

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
      ----
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
      ----
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
      ----
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      -2.67
      This Fund
      VS
      1.17
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      93.69
      This Fund
      VS
      84.41
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.99
      This Fund
      VS
      1.05
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      1.06
      This Fund
      VS
      1.33
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      2.01
      This Fund
      VS
      2.97
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      10.28
      This Fund
      VS
      11.65
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    IDBI Asset Management Limited
    IDBI Asset Management Limited manages assets worth ₹ 5,021.12 crores. It’s current offering of mutual fund schemes includes 11 equity, 3 debt and 2 hybrid schemes.
    phone icon
    Phone
    +91 22 66442800
    mail icon
    Email
    contactus@idbimutual.co.in
    aum
    AUM
    ₹ 5,021.12 Cr (
    As on Nov 30, 2025
    )
    location
    Address
    5th floor, Mafatlal Centre, Mumbai,400 021

    bt_logoFAQ's

    What is the category of IDBI Hybrid Equity Fund Regular Growth ?
    The category of IDBI Hybrid Equity Fund Regular Growth is Allocation - Aggressive Allocation
    What is the current NAV of IDBI Hybrid Equity Fund Regular Growth ?
    The current NAV of IDBI Hybrid Equity Fund Regular Growth as on Jul 28, 2023 is ₹17.13
    How safe is IDBI Hybrid Equity Fund Regular Growth ?
    The risk level of IDBI Hybrid Equity Fund Regular Growth is Very High.
    What are short term returns given by IDBI Hybrid Equity Fund Regular Growth ?
    The return given by IDBI Hybrid Equity Fund Regular Growth in 1 month is 2.10%, 3 months is 7.82%, 6 months is 9.84%, and 1 year is 12.06%
    What are the long term returns given by IDBI Hybrid Equity Fund Regular Growth ?
    The return given by IDBI Hybrid Equity Fund Regular Growth in 3 years is 14.43% and 5 years is 7.09%.
    What is the expense ratio of IDBI Hybrid Equity Fund Regular Growth ?
    The expense ratio of IDBI Hybrid Equity Fund Regular Growth is 2.53%
    What is the AUM of IDBI Hybrid Equity Fund Regular Growth ?
    The assets under Management (AUM) of IDBI Hybrid Equity Fund Regular Growth is Rs 179.04 crores.
    What is the minimum investment in IDBI Hybrid Equity Fund Regular Growth ?
    The minimum Lumpsum investment in IDBI Hybrid Equity Fund Regular Growth is ₹5,000.00 and the minimum SIP investment in IDBI Hybrid Equity Fund Regular Growth is ₹1,000.00
    What is the asset allocation of IDBI Hybrid Equity Fund Regular Growth?
    IDBI Hybrid Equity Fund Regular Growth has an exposure of

    bt_logoCALCULATORS

    calculatorIncome Tax Calculatorsip calculatorSIP Calculatorfd calculatorFD Calculatordividend yield calculatorDividend Yield Calculatorlump sum calculatorLump-Sum Calculatorcagr calculator CAGR Calculatortop up sip calculatorTop-Up Calculatorlatter factor calculatorLatte Factor Calculator

    bt_logoTop Stories