Idfc Hybrid Equity Fund

Previously Known As : Idfc Balanced Fund

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Fund Name NAV Date NAV Rupee Change Percent Change
IDFC Hybrid Equity Fund-Regular Plan IDCW 08/Dec/2022 15.47
0.0370
0.2397%
IDFC Hybrid Equity Fund-Direct Plan IDCW 08/Dec/2022 16.892
0.0410
0.2433%
IDFC Hybrid Equity Fund-Regular Plan Growth 08/Dec/2022 17.597
0.0420
0.2392%
IDFC Hybrid Equity Fund-Direct Plan Growth 08/Dec/2022 19.216
0.0470
0.2452%

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Idfc Hybrid Equity Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
0.43
1.73
No
No
Yes
25/27 0.25 / 3.73
1M Rolling Return %
0.12
0.13
No
No
No
15/28 -0.68 / 1.00
3M Return %
2.86
3.69
No
No
No
19/27 0.59 / 6.57
3M Rolling Return %
-0.97
-0.38
No
No
No
20/28 -2.73 / 2.71
6M Return %
11.16
12.11
No
No
Yes
21/27 7.97 / 18.06
6M Rolling Return %
0.32
0.74
No
No
No
15/28 -2.90 / 5.94
1Y Return %
3.39
4.92
No
No
No
18/26 -3.81 / 15.85
1Y Rolling Return %
19.96
20.03
No
No
No
10/27 11.13 / 40.64
3Y Return %
15.20
15.08
Yes
No
No
11/25 8.90 / 32.11
3Y Rolling Return %
12.93
13.27
No
No
No
12/21 6.12 / 26.30
5Y Return %
8.92
10.09
No
No
No
14/20 5.62 / 19.42
Standard Deviation
16.63
15.84
No
No
Yes
21/28 13.26 / 20.77
Semi Deviation
13.17
12.12
No
No
Yes
25/28 7.73 / 17.35
Max Drawdown
-23.69
-21.86
No
No
Yes
22/28 -35.82 / -7.47
VaR 1 Y
-14.49
-13.59
No
No
Yes
23/28 -23.03 / -9.57
Average Drawdown
-6.05
-6.33
Yes
No
No
14/28 -9.00 / -4.56
Sharpe Ratio
0.40
0.42
No
No
No
15/28 0.01 / 1.08
Sterling Ratio
0.34
0.37
No
No
No
15/28 0.14 / 0.72
Sortino Ratio
0.19
0.20
No
No
No
15/28 0.03 / 0.51
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Dec. 8, 2022.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Idfc Hybrid Equity Fund Performance Analysis

Idfc Hybrid Equity Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Idfc Hybrid Equity Fund

Top Performing Funds in Aggressive Hybrid Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Canara Robeco Equity Hybrid Fund

4 The Canara Robeco Equity Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has 13 KPIs that are in top quartile. The fund has 57% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Canara Robeco Equity Hybrid Fund performance snapshot section. 3.97% 15.42% -16.27% -11.17% 0.62 0.28 0.48

Edelweiss Aggressive Hybrid Fund

1 The Edelweiss Aggressive Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has 11 KPIs that are in top quartile. The fund has 48% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Edelweiss Aggressive Hybrid Fund performance snapshot section. 7.53% 16.17% -21.18% -11.64% 0.54 0.24 0.49

Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana

2 The Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has 14 KPIs that are in top quartile. The fund has 67% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana performance snapshot section. 6.65% 18.44% -19.33% -11.81% 0.78 0.34 0.48

Quant Absolute Fund

5 The Quant Absolute Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has 16 KPIs that are in top quartile. The fund has 70% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Quant Absolute Fund performance snapshot section. 15.85% 32.11% -23.14% -13.24% 1.08 0.51 0.46

Sbi Equity Hybrid Fund

3 The Sbi Equity Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has seven KPIs that are in top quartile. The fund has 30% of the KPIs that are in top quartile. The fund has three KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Sbi Equity Hybrid Fund performance snapshot section. 3.99% 13.73% -19.50% -9.57% 0.54 0.25 0.49

Mirae Asset Hybrid Equity Fund

6 The Mirae Asset Hybrid Equity Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has one KPI that is in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Mirae Asset Hybrid Equity Fund performance snapshot section. 3.84% 14.35% -21.19% -12.54% 0.49 0.23 0.49

Idfc Hybrid Equity Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
0.54
1.83
No
No
Yes
25/27 0.31 / 3.83
1M Rolling Return %
0.28
0.24
Yes
No
No
14/28 -0.53 / 1.12
3M Return %
3.19
4.01
No
No
No
19/27 0.86 / 6.89
3M Rolling Return %
-0.69
-0.08
No
No
Yes
21/28 -2.33 / 2.98
6M Return %
11.92
12.81
No
No
No
20/27 8.38 / 19.08
6M Rolling Return %
0.94
1.35
No
No
No
16/28 -2.12 / 6.23
1Y Return %
4.72
6.21
No
No
No
18/26 -2.55 / 17.74
1Y Rolling Return %
21.53
21.46
Yes
No
No
10/27 12.49 / 41.45
3Y Return %
16.67
16.45
Yes
No
No
10/25 10.19 / 33.36
3Y Rolling Return %
14.42
14.47
No
No
No
9/21 6.93 / 27.39
5Y Return %
10.43
11.31
No
No
No
12/20 6.57 / 20.52
Standard Deviation
16.63
15.84
No
No
Yes
21/28 13.26 / 20.77
Semi Deviation
13.17
12.12
No
No
Yes
25/28 7.73 / 17.35
Max Drawdown
-23.69
-21.86
No
No
Yes
22/28 -35.82 / -7.47
VaR 1 Y
-14.49
-13.59
No
No
Yes
23/28 -23.03 / -9.57
Average Drawdown
-6.05
-6.33
Yes
No
No
14/28 -9.00 / -4.56
Sharpe Ratio
0.40
0.42
No
No
No
15/28 0.01 / 1.08
Sterling Ratio
0.34
0.37
No
No
No
15/28 0.14 / 0.72
Sortino Ratio
0.19
0.20
No
No
No
15/28 0.03 / 0.51
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Dec. 8, 2022.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Idfc Hybrid Equity Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Return % 0.43% 0.54%
1M Rolling Return % 0.12% 0.28%
3M Return % 2.86% 3.19%
3M Rolling Return % -0.97% -0.69%
6M Return % 11.16% 11.92%
6M Rolling Return % 0.32% 0.94%
1Y Return % 3.39% 4.72%
1Y Rolling Return % 19.96% 21.53%
3Y Return % 15.20% 16.67%
3Y Rolling Return % 12.93% 14.42%
5Y Return % 8.92% 10.43%
Standard Deviation 16.63% 16.63%
Semi Deviation 13.17% 13.17%
Max Drawdown -23.69% -23.69%
VaR 1 Y -14.49% -14.49%
Average Drawdown -6.05% -6.05%
Sharpe Ratio 0.40% 0.40%
Sterling Ratio 0.34% 0.34%
Sortino Ratio 0.19% 0.19%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Aggressive Hybrid Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Hdfc Hybrid Equity Fund

0.74
1
0.31
2
2.74
4
5.59
2
14.78
3
10.42
3
17.13
7
9.12
13

Jm Equity Hybrid Fund

0.65
2
0.33
1
3.73
1
6.57
1
17.37
2
9.12
5
21.39
3
10.92
7

Pgim India Hybrid Equity Fund

0.45
3
-0.16
4
2.95
2
4.72
8
11.37
19
-2.51
25
10.79
22
7.63
16

Lic Mf Equity Hybrid Fund

0.40
4
-0.57
20
1.48
16
2.45
23
9.45
25
0.55
22
8.90
25
7.10
18

Shriram Hybrid Equity Fund

0.40
5
-0.43
15
1.22
21
2.51
22
10.25
23
4.49
14
11.20
20
8.56
15

Uti Hybrid Equity Fund

0.40
6
-0.31
11
1.79
13
3.91
13
12.50
10
7.04
8
17.48
6
9.54
12

Tata Hybrid Equity Fund

0.38
7
-0.18
5
2.37
7
5.08
5
14.72
4
9.15
4
14.93
12
10.03
10

Navi Equity Hybrid Fund

0.36
8
-0.43
14
1.58
14
4.13
12
11.09
22
4.85
13
10.97
21

Quant Absolute Fund

0.35
9
0.31
3
2.07
9
4.48
10
18.06
1
15.85
1
32.11
1
19.42
1

Dsp Equity & Bond Fund

0.34
10
-0.27
8
1.38
17
2.01
25
11.48
17
-0.95
24
13.67
15
9.91
11

Invesco India Equity & Bond Fund

0.33
11
-0.48
17
1.22
22
2.70
20
11.56
15
2.56
19
10.60
23

Kotak Equity Hybrid Fund

0.33
12
-0.28
10
1.24
20
2.53
21
11.68
13
6.51
10
17.52
5
11.74
4

Franklin India Equity Hybrid Fund

0.30
13
-0.41
13
2.38
6
4.56
9
13.76
5
6.34
11
15.26
10
10.24
9

Canara Robeco Equity Hybrid Fund

0.29
14
-0.70
23
1.20
23
3.05
18
11.82
12
3.97
16
15.42
9
11.86
3

Idbi Hybrid Equity Fund

0.29
15
-0.27
9
2.85
3
3.54
16
11.39
18
1.10
21
13.49
16
6.67
19

Edelweiss Aggressive Hybrid Fund

0.29
16
-0.24
7
1.86
11
4.84
7
12.79
7
7.53
7
16.17
8
11.70
5

Mirae Asset Hybrid Equity Fund

0.28
17
-0.33
12
1.83
12
3.61
15
11.50
16
3.84
17
14.35
13
11.16
6

Icici Prudential Equity & Debt Fund

0.27
18
-0.53
19
1.35
18
5.04
6
11.30
20
12.82
2
21.63
2
13.83
2

Idfc Hybrid Equity Fund

0.24
19
-0.68
21
0.43
25
2.86
19
11.16
21
3.39
18
15.20
11
8.92
14

Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana

0.23
20
-0.76
25
1.49
15
3.69
14
12.75
8
6.65
9
18.44
4

Union Hybrid Equity Fund

0.23
21
-0.46
16
1.25
19
3.09
17
11.58
14
1.80
20

Nippon India Equity Hybrid Fund

0.21
22
-0.69
22
2.00
10
5.20
4
13.71
6
7.93
6
10.17
24
5.62
20

Baroda Bnp Paribas Aggressive Hybrid Fund

0.18
23
-0.19
6
2.71
5
4.32
11
12.29
11

Aditya Birla Sun Life Equity Hybrid 95 Fund

0.17
24
-0.85
26
0.25
27
0.96
26
7.97
27
0.18
23
12.18
18
7.14
17

Sbi Equity Hybrid Fund

0.15
25
-0.75
24
0.40
26
2.37
24
9.67
24
3.99
15
13.73
14
10.79
8

Indiabulls Equity Hybrid Fund

0.13
26
-0.50
18
2.21
8
5.33
3
12.66
9
5.17
12
12.47
17

Axis Equity Hybrid Fund

0.00
27
-0.96
27
0.65
24
0.59
27
8.37
26
-3.81
26
11.72
19

L&T Hybrid Equity Fund

Hsbc Equity Hybrid Fund

Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Hdfc Hybrid Equity Fund

0.74
1
0.32
3
2.79
5
5.76
2
15.16
4
11.14
3
17.88
8
9.89
15

Jm Equity Hybrid Fund

0.65
2
0.36
1
3.83
1
6.89
1
18.02
2
10.18
5
22.42
2
11.86
7

Pgim India Hybrid Equity Fund

0.46
3
-0.12
4
3.11
2
5.16
8
12.32
15
-0.93
25
12.61
22
9.32
16

Lic Mf Equity Hybrid Fund

0.40
4
-0.55
20
1.57
16
2.73
23
10.04
25
1.69
22
10.19
25
8.42
17

Shriram Hybrid Equity Fund

0.40
5
-0.40
16
1.36
20
2.91
21
11.09
23
6.09
14
12.90
21
10.06
14

Uti Hybrid Equity Fund

0.40
6
-0.30
12
1.85
13
4.07
14
12.85
11
7.69
10
18.29
7
10.30
13

Tata Hybrid Equity Fund

0.38
7
-0.17
6
2.45
7
5.33
6
15.28
3
10.20
4
16.07
12
11.29
10

Navi Equity Hybrid Fund

0.37
8
-0.40
15
1.74
14
4.63
12
12.17
18
6.85
13
13.01
20

Quant Absolute Fund

0.36
9
0.34
2
2.21
9
4.92
9
19.08
1
17.74
1
33.36
1
20.52
1

Dsp Equity & Bond Fund

0.35
10
-0.25
8
1.47
17
2.28
25
12.07
19
0.09
24
14.82
14
11.03
11

Invesco India Equity & Bond Fund

0.34
11
-0.45
17
1.36
19
3.14
20
12.48
13
4.24
19
12.36
23

Kotak Equity Hybrid Fund

0.34
12
-0.25
9
1.36
21
2.89
22
12.48
14
8.03
9
19.13
5
13.23
5

Edelweiss Aggressive Hybrid Fund

0.31
13
-0.20
7
2.05
11
5.39
5
13.94
7
9.73
6
18.30
6
13.44
3

Franklin India Equity Hybrid Fund

0.30
14
-0.39
14
2.47
6
4.82
10
14.33
5
7.39
11
16.42
11
11.42
9

Union Hybrid Equity Fund

0.30
15
-0.37
13
1.29
23
3.42
17
12.23
17
2.94
20

Canara Robeco Equity Hybrid Fund

0.30
16
-0.68
23
1.31
22
3.36
18
12.51
12
5.27
16
16.81
9
13.23
4

Idbi Hybrid Equity Fund

0.29
17
-0.25
10
2.92
3
3.77
16
11.89
21
1.97
21
14.44
17
7.99
19

Mirae Asset Hybrid Equity Fund

0.29
18
-0.30
11
1.95
12
3.98
15
12.28
16
5.29
15
16.01
13
12.83
6

Icici Prudential Equity & Debt Fund

0.27
19
-0.52
19
1.39
18
5.18
7
11.61
22
13.45
2
22.26
3
14.62
2

Idfc Hybrid Equity Fund

0.25
20
-0.66
21
0.54
25
3.19
19
11.92
20
4.72
18
16.67
10
10.43
12

Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana

0.24
21
-0.72
24
1.66
15
4.22
13
13.89
8
8.81
7
20.73
4

Nippon India Equity Hybrid Fund

0.21
22
-0.67
22
2.07
10
5.41
4
14.14
6
8.77
8
11.02
24
6.57
20

Baroda Bnp Paribas Aggressive Hybrid Fund

0.19
23
-0.15
5
2.85
4
4.75
11
13.24
10

Aditya Birla Sun Life Equity Hybrid 95 Fund

0.17
24
-0.84
26
0.31
27
1.15
26
8.38
27
0.98
23
13.06
19
8.06
18

Sbi Equity Hybrid Fund

0.15
25
-0.73
25
0.46
26
2.55
24
10.05
24
4.72
17
14.51
16
11.61
8

Indiabulls Equity Hybrid Fund

0.14
26
-0.50
18
2.27
8
5.58
3
13.42
9
6.92
12
14.60
15

Axis Equity Hybrid Fund

0.00
27
-0.91
27
0.80
24
0.86
27
9.04
26
-2.55
26
13.25
18

L&T Hybrid Equity Fund

Hsbc Equity Hybrid Fund

Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Kotak Equity Hybrid Fund

0.39
10
0.81
4
2.22
6
22.12
6
16.56
3

Aditya Birla Sun Life Equity Hybrid 95 Fund

-0.05
19
-0.57
12
-1.18
25
19.84
11
11.60
15

Axis Equity Hybrid Fund

-0.59
27
-1.57
25
-1.38
27
17.50
19

Franklin India Equity Hybrid Fund

0.36
11
-0.91
19
0.95
11
19.23
12
12.96
11

Shriram Hybrid Equity Fund

0.14
14
-0.85
18
0.35
14
14.72
25
10.02
19

Canara Robeco Equity Hybrid Fund

-0.15
21
-0.71
15
0.01
18
21.18
8
14.98
4

Dsp Equity & Bond Fund

-0.39
26
-1.90
27
-0.99
23
18.50
15
14.23
5

Edelweiss Aggressive Hybrid Fund

0.46
7
1.05
3
2.38
5
20.49
9
14.04
6

Essel Equity Hybrid Fund

-0.01
18
-0.10
10
0.69
13
15.96
22

Hdfc Hybrid Equity Fund

0.65
3
0.64
5
2.47
4
21.80
7
13.54
9

Hsbc Equity Hybrid Fund

-0.24
23
-0.98
21
-1.27
26
17.95
17

Icici Prudential Equity & Debt Fund

0.83
2
2.29
2
5.94
1
34.16
2
18.30
2

Idbi Hybrid Equity Fund

-0.37
25
-0.79
17
-0.23
21
18.47
16
10.35
17

Idfc Hybrid Equity Fund

0.12
15
-0.97
20
0.32
15
19.96
10
12.93
12

Indiabulls Equity Hybrid Fund

0.08
16
-0.72
16
0.29
16
15.19
24

Invesco India Equity & Bond Fund

-0.00
17
-1.21
24
-0.19
20
13.79
26

Jm Equity Hybrid Fund

0.55
4
-1.59
26
1.22
10
26.62
3
13.27
10

Mahindra Hybrid Equity Nivesh Yojana

0.52
5
0.58
7
1.50
9
23.32
4

Nippon India Equity Hybrid Fund

0.46
8
0.63
6
1.88
7
17.32
20
6.12
21

Pgim India Hybrid Equity Fund

-0.68
28
-2.73
28
-2.90
28
15.37
23
10.19
18

Quant Absolute Fund

1.00
1
2.71
1
5.13
2
40.64
1
26.30
1

Sbi Equity Hybrid Fund

0.22
12
-0.37
11
0.81
12
17.86
18
13.72
8

Tata Hybrid Equity Fund

0.51
6
-0.03
9
2.49
3
19.19
13
11.83
14

Uti Hybrid Equity Fund

0.41
9
0.08
8
1.53
8
23.06
5
12.87
13

L&T Hybrid Equity Fund

-0.34
24
-0.69
14
-0.64
22
16.67
21
11.03
16

Lic Mf Equity Hybrid Fund

-0.23
22
-1.02
22
-1.00
24
11.13
27
9.90
20

Mirae Asset Hybrid Equity Fund

0.20
13
-0.58
13
0.23
17
18.89
14
13.95
7

Union Hybrid Equity Fund

-0.12
20
-1.19
23
0.00
19
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Hybrid 95 Fund

0.02
19
-0.38
14
-0.78
27
20.77
11
12.49
15

Axis Equity Hybrid Fund

-0.46
27
-1.22
25
-0.65
26
19.13
18

Franklin India Equity Hybrid Fund

0.45
11
-0.66
20
1.45
12
20.43
13
14.14
12

Shriram Hybrid Equity Fund

0.27
15
-0.47
17
1.11
15
16.48
25
11.67
18

Canara Robeco Equity Hybrid Fund

-0.04
20
-0.40
15
0.64
18
22.59
8
16.34
4

Dsp Equity & Bond Fund

-0.30
26
-1.65
27
-0.47
24
19.69
16
15.38
7

Edelweiss Aggressive Hybrid Fund

0.65
5
1.53
3
3.38
3
22.74
7
16.01
5

Essel Equity Hybrid Fund

0.16
17
0.37
8
1.65
11
18.12
21

Hdfc Hybrid Equity Fund

0.70
3
0.80
7
2.79
6
22.58
9
14.29
10

Hsbc Equity Hybrid Fund

-0.11
22
-0.61
19
-0.54
25
19.72
15

Icici Prudential Equity & Debt Fund

0.88
2
2.43
2
6.23
1
34.84
2
18.91
2

Idbi Hybrid Equity Fund

-0.29
25
-0.57
18
0.20
21
19.46
17
11.43
19

Idfc Hybrid Equity Fund

0.28
14
-0.69
21
0.94
16
21.53
10
14.42
9

Indiabulls Equity Hybrid Fund

0.26
16
-0.22
12
1.25
13
17.51
23

Invesco India Equity & Bond Fund

0.14
18
-0.81
23
0.62
19
15.62
26

Jm Equity Hybrid Fund

0.62
6
-1.39
26
1.72
10
27.62
3
14.27
11

Kotak Equity Hybrid Fund

0.51
9
1.17
4
2.95
5
23.84
6
18.11
3

Mahindra Hybrid Equity Nivesh Yojana

0.69
4
1.08
5
2.50
7
25.71
4

Nippon India Equity Hybrid Fund

0.52
8
0.83
6
2.27
8
18.24
20
6.93
21

Pgim India Hybrid Equity Fund

-0.53
28
-2.33
28
-2.12
28
17.24
24
11.98
17

Quant Absolute Fund

1.12
1
2.98
1
5.77
2
41.45
1
27.39
1

Sbi Equity Hybrid Fund

0.28
13
-0.20
11
1.16
14
18.69
19
14.51
8

Tata Hybrid Equity Fund

0.59
7
0.21
10
2.98
4
20.36
14
12.99
14

Uti Hybrid Equity Fund

0.46
10
0.22
9
1.84
9
23.94
5
13.66
13

L&T Hybrid Equity Fund

-0.25
24
-0.44
16
-0.14
22
17.91
22
12.20
16

Lic Mf Equity Hybrid Fund

-0.12
23
-0.72
22
-0.43
23
12.49
27
11.12
20

Mirae Asset Hybrid Equity Fund

0.33
12
-0.23
13
0.92
17
20.64
12
15.69
6

Union Hybrid Equity Fund

-0.04
21
-0.91
24
0.56
20
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Hdfc Hybrid Equity Fund

-13.16
12
-23.17
21
-4.89
4
16.71
23
12.61
20

Hsbc Equity Hybrid Fund

-13.09
11
-20.51
8
-5.22
7
15.14
10
11.53
8

Aditya Birla Sun Life Equity Hybrid 95 Fund

-17.16
27
-25.50
26
-7.04
20
16.70
22
12.98
22

Axis Equity Hybrid Fund

-11.45
5
-20.69
9
-7.35
23
15.65
15
12.10
14

Franklin India Equity Hybrid Fund

-13.86
18
-21.58
16
-6.38
16
15.41
13
11.84
13

Shriram Hybrid Equity Fund

-11.24
4
-18.70
4
-5.14
6
14.08
4
10.52
4

Canara Robeco Equity Hybrid Fund

-11.17
3
-16.27
2
-4.56
1
13.66
2
10.45
3

Dsp Equity & Bond Fund

-13.32
15
-20.69
10
-6.82
18
16.27
19
12.59
19

Edelweiss Aggressive Hybrid Fund

-11.64
6
-21.18
13
-5.91
12
14.94
8
11.62
9

Navi Equity Hybrid Fund

-13.19
13
-22.78
18
-6.72
17
15.27
12
12.31
16

Icici Prudential Equity & Debt Fund

-16.20
25
-24.31
23
-5.57
8
17.60
26
13.01
23

Idbi Hybrid Equity Fund

-11.88
8
-17.18
3
-7.19
21
13.78
3
10.39
2

Idfc Hybrid Equity Fund

-14.49
23
-23.69
22
-6.05
14
16.63
21
13.17
25

Indiabulls Equity Hybrid Fund

-13.58
17
-21.12
12
-6.89
19
15.26
11
11.78
11

Invesco India Equity & Bond Fund

-13.34
16
-21.08
11
-4.62
2
14.71
6
11.83
12

Jm Equity Hybrid Fund

-23.03
28
-30.47
27
-9.00
28
20.28
27
13.93
27

Kotak Equity Hybrid Fund

-14.15
22
-25.50
25
-7.19
22
16.90
24
13.55
26

Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana

-11.81
7
-19.33
5
-5.01
5
15.86
18
12.49
18

Nippon India Equity Hybrid Fund

-16.83
26
-35.82
28
-8.10
27
20.77
28
17.35
28

Pgim India Hybrid Equity Fund

-14.12
20
-22.89
19
-7.88
26
15.75
17
12.42
17

Quant Absolute Fund

-13.24
14
-23.14
20
-5.70
9
17.40
25
13.04
24

Sbi Equity Hybrid Fund

-9.57
1
-19.50
6
-5.97
13
14.80
7
11.38
7

Tata Hybrid Equity Fund

-13.96
19
-22.09
17
-5.88
11
15.44
14
11.70
10

Uti Hybrid Equity Fund

-14.13
21
-25.14
24
-7.56
24
16.52
20
12.74
21

L&T Hybrid Equity Fund

-15.36
24
-21.51
15
-7.79
25
15.67
16
12.18
15

Lic Mf Equity Hybrid Fund

-12.73
10
-19.65
7
-5.81
10
14.10
5
10.92
5

Mirae Asset Hybrid Equity Fund

-12.54
9
-21.19
14
-6.24
15
14.98
9
11.29
6

Baroda Bnp Paribas Aggressive Hybrid Fund

-10.19
2
-7.47
1
-4.86
3
13.26
1
7.73
1
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Hdfc Hybrid Equity Fund

0.47
10
0.22
10
0.38
10
0.48

Hsbc Equity Hybrid Fund

0.37
16
0.18
16
0.34
14
0.49

Aditya Birla Sun Life Equity Hybrid 95 Fund

0.28
24
0.14
23
0.27
27
0.49
-5.26
15 1.19 3
0.96
9
0.06
14
9.52
14
-0.03
9

Axis Equity Hybrid Fund

0.44
12
0.20
12
0.38
11
0.47
-4.30
13 1.11 9
0.96
4
0.06
13
9.94
13
-0.04
12

Franklin India Equity Hybrid Fund

0.46
11
0.21
11
0.37
12
0.49
-1.42
10 1.06 14
0.94
12
0.08
9
12.13
10
-0.05
13

Shriram Hybrid Equity Fund

0.30
22
0.15
19
0.31
18
0.46

Canara Robeco Equity Hybrid Fund

0.62
4
0.28
4
0.51
3
0.48
0.78
5 0.98 18
0.97
2
0.10
6
14.78
5
-0.00
5

Dsp Equity & Bond Fund

0.49
9
0.23
9
0.42
7
0.48
-3.33
12 1.14 7
0.94
13
0.07
11
10.81
12
-0.06
16

Edelweiss Aggressive Hybrid Fund

0.54
6
0.24
7
0.42
8
0.49
-0.53
7 1.08 11
0.96
11
0.09
7
13.32
8
-0.01
6

Navi Equity Hybrid Fund

0.32
18
0.15
21
0.29
23
0.50
-6.36
18 1.15 4
0.96
5
0.05
17
8.88
17
-0.06
17

Icici Prudential Equity & Debt Fund

0.65
3
0.31
3
0.48
4
0.47
4.16
2 1.14 5
0.86
18
0.13
2
15.81
2
0.01
4

Idbi Hybrid Equity Fund

0.26
26
0.13
25
0.30
19
0.48
-2.81
11 0.97 19
0.97
1
0.07
12
11.12
11
-0.02
7

Idfc Hybrid Equity Fund

0.40
15
0.19
15
0.34
15
0.49

Indiabulls Equity Hybrid Fund

0.36
17
0.17
18
0.33
17
0.48
-4.79
14 1.08 12
0.97
3
0.05
15
9.33
15
-0.06
19

Invesco India Equity & Bond Fund

0.32
19
0.15
22
0.30
21
0.49
-5.35
16 1.08 13
0.93
15
0.05
16
9.23
16
-0.05
14

Jm Equity Hybrid Fund

0.31
21
0.18
17
0.27
24
0.50
1.99
3 1.24 2
0.74
20
0.12
3
13.64
6
0.03
2

Kotak Equity Hybrid Fund

0.62
5
0.27
5
0.43
6
0.49

Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana

0.78
2
0.34
2
0.59
2
0.48
1.70
4 1.09 10
0.96
7
0.11
4
15.37
3
0.03
3

Nippon India Equity Hybrid Fund

0.08
27
0.07
27
0.14
28
0.50
-12.78
20 1.49 1
0.89
17
0.02
20
5.55
20
-0.09
20

Pgim India Hybrid Equity Fund

0.26
25
0.13
26
0.27
25
0.49
-6.63
19 1.13 8
0.92
16
0.04
18
8.16
18
-0.06
18

Quant Absolute Fund

1.08
1
0.51
1
0.72
1
0.46
13.93
1 1.14 6
0.77
19
0.22
1
24.10
1
0.19
1

Sbi Equity Hybrid Fund

0.54
7
0.25
6
0.44
5
0.49
-1.37
9 1.04 16
0.96
10
0.08
10
12.36
9
-0.04
10

Tata Hybrid Equity Fund

0.43
13
0.20
13
0.35
13
0.47
-1.28
8 0.95 20
0.96
6
0.09
8
13.38
7
-0.04
11

Uti Hybrid Equity Fund

0.42
14
0.20
14
0.34
16
0.49
-0.17
6 1.04 15
0.96
8
0.10
5
14.82
4
-0.02
8

L&T Hybrid Equity Fund

0.31
20
0.15
20
0.30
20
0.49

Lic Mf Equity Hybrid Fund

0.29
23
0.14
24
0.30
22
0.48
-5.77
17 1.00 17
0.93
14
0.04
19
8.07
19
-0.05
15

Mirae Asset Hybrid Equity Fund

0.49
8
0.23
8
0.39
9
0.49

Baroda Bnp Paribas Aggressive Hybrid Fund

0.01
28
0.03
28
0.27
26
0.47

Idfc Hybrid Equity Fund Additional Return Analysis

Idfc Hybrid Equity Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee 1002.39 993.23 1004.34 1028.58 1111.62 1033.90 1528.84 1532.76
Direct Plan Value of 1000 Rupee 1002.45 993.43 1005.39 1031.90 1119.16 1047.19 1588.10 1642.22
Fund Information
Fund Launch Date: 12/Dec/2016
Fund Category: Aggressive Hybrid Fund
Investment 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.
Fund Description: An open ended hybrid scheme investing predominantly in equity and equity related instruments
Fund Benchmark: 65% S&P BSE 200 Total Return Index + 35% NIFTY AAA Short Duration Bond Index
Source: Fund FactSheet


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