Idbi Hybrid Equity Fund Overview | ||||||
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Category | Aggressive Hybrid Fund | |||||
BMSMONEY Rank | N/A | |||||
BMSMONEY Rating | N/A | |||||
Gro. Opt. | As On: | |||||
NAV | (R) | % | (D) | % | ||
Returns | 1Y | 3Y | 5Y | 7Y | 10Y | |
LumpSum (R) | ||||||
LumpSum (D) | ||||||
SIP (R) | ||||||
SIP (D) | ||||||
Ratio | Sharpe Ratio | Sortino Ratio | Sterling Ratio | Jensen's Alpha | Treynor Ratio | |
Risk | STD. Dev | VaR 1Y95% | Max DD | Beta | Semi Devi. | |
No data available
NAV Date:
no dataReview Date:
KPIs* | Fund | Benchmark | Cat. Avg | Min | Max | Rank (In Cat.) | Performance |
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KPIs* | Fund | Benchmark | Cat. Avg | Min | Max | Rank (In Cat.) | Performance |
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Investment Period | Regular | Direct | ||
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Return % | Current Value of ₹ 10000 | Return % | Current Value of ₹ 10000 | |
₹ | ₹ | |||
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Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.
Investment Period | Invested Amount | Regular | Direct | ||
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XIRR % | Current Value of Invested Amount | XIRR % | Current Value of Invested Amount | ||
₹ 12000 | ₹ | ₹ | |||
₹ 36000 | ₹ | ₹ | |||
₹ 60000 | ₹ | ₹ | |||
₹ 84000 | ₹ | ₹ | |||
₹ 120000 | ₹ | ₹ | |||
₹ 180000 | ₹ | ₹ |
Date | Idbi Hybrid Equity Fund NAV Regular Growth | Idbi Hybrid Equity Fund NAV Direct Growth |
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Fund Launch Date: 03/Oct/2016 |
Fund Category: Aggressive Hybrid Fund |
Investment 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. |
Fund Description: An open-ended hybrid scheme investing predominantly in equity and equity related instruments |
Fund Benchmark: CRISIL Hybrid 35+65-Aggressive Index |
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.