IDFC Hybrid Equity Fund-Direct Plan-Growth

IDFC Hybrid Equity Fund-Direct Plan-Growth of IDFC Mutual Fund has asset class type as Hybrid-Equity. Oro Wealth rating for the fund is 4.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

0.69

Age

NA Years

Fund Manager

Anoop Bhaskar

AuM (Rs Crores)

1020.4759

Asset Class

Hybrid-Equity

Net Asset Value:

11.35

Rating

4

Exit Load

0.01

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

Fund Type

Balanced

SEBI Category

Aggressive Hybrid Fund

Turnover Ratio(Monthly)

2.97 Times

Fund Manager Details:

Anoop Bhaskar B.Com., MBA (Finance). Prior to joining IDFC AMC, he was associated with UTI AMC (Apr 27-Jan 216), Sundaram AMC (Aug 23-Mar 27), Franklin Templeton AMC, Shriram Financial Services Ltd, Brisk Financial Services and Cross Borders Finance & Projects.

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.

Top Holdings:

  • Banks (17.7)
  • IT - Software (7.96)
  • Finance (7.45)
  • Refineries (5.34)
  • FMCG (4.33)
  • Automobile (3.4)
  • Tyres (2.71)
  • Pharmaceuticals (2.42)
  • Tobacco Products (2.33)
  • Retail (2.3)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition