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IDBI Hybrid Equity Fund- Growth

  • Regular
  • Direct
Category : Aggressive Hybrid Fund
Fund House : IDBI Mutual Fund
This scheme closed on 28-07-2023 & the data you are seeing is not latest data.
  • Latest (Updated on 30th Jun 2023)
    Crisil Rank
  • (Updated on 31st Mar 2023)
    Crisil Rank
  • (Updated on 31st Dec 2022)
    Crisil Rank
  • (Updated on 30th Sep 2022)
    Crisil Rank
  • (Updated on 30th Jun 2022)
    Crisil Rank

Returns (NAV as on 28th July, 2023)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Rank within Category
1 Week 21-Jul-23 10000.80 0.01% - 26/32
1 Month 28-Jun-23 10209.90 2.10% - 31/32
3 Month 28-Apr-23 10781.60 7.82% - 28/32
6 Month 27-Jan-23 10984.20 9.84% - 30/32
YTD 30-Dec-22 10681.50 6.82% - 28/32
1 Year 28-Jul-22 11206.00 12.06% 12.06% 28/32
2 Year 28-Jul-21 11617.30 16.17% 7.78% 24/32
3 Year 28-Jul-20 14983.20 49.83% 14.43% 27/30
5 Year 27-Jul-18 14081.90 40.82% 7.08% 25/26
Since Inception 24-Oct-16 17125.30 71.25% 8.28% 32/33

SIP Returns (NAV as on 28th July, 2023)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 28-Jul-22 12000 13030.41 8.59 % 16.32 %
2 Year 28-Jul-21 24000 26293.32 9.56 % 9.05 %
3 Year 28-Jul-20 36000 42113.99 16.98 % 10.47 %
5 Year 27-Jul-18 60000 79024.17 31.71 % 10.96 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund -0.05% 2.10% 7.82% 9.84% 6.81% 12.06% 7.78% 14.43% 7.08%
Nifty 50 -0.07% 3.55% 9.66% 11.60% 8.51% 16.05% 11.83% 20.24% 11.73%
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index 0.02% 2.66% 8.29% 10.19% 7.72% 13.92% 10.24% 16.67% 11.92%
Category Average 0.09% 3.40% 9.29% 12.22% 9.54% 16.01% 9.89% 19.56% 11.38%
Category Rank 0/0 0/0 0/0 0/0 0/0 0/0 0/0 0/0 0/0
Best in Category 0.58% 5.90% 14.21% 17.25% 13.95% 24.76% 19.15% 30.98% 19.76%
Worst in Category -0.10% 1.97% 6.59% 8.65% 4.56% 8.31% 5.43% 13.22% 7.04%

Best Quarters

Period This Fund Nifty 50 CRISIL Hybrid 35+65 - Aggressive Index Category Average
Q2 - 2020 16.24% 24.82% -- 13.88%
Q2 - 2020 14.44% 24.82% -- 13.88%
Q4 - 2020 12.85% 22.46% -- 15.17%

Worst Quarters

Period This Fund Nifty 50 CRISIL Hybrid 35+65 - Aggressive Index Category Average
Q1 - 2020 -15.89% -29.43% -- -21.14%
Q2 - 2022 -10.43% -10.70% -- -6.39%
Q1 - 2020 -15.81% -29.43% -- -21.14%

Forum

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