IDBI Hybrid Equity Fund Growth Direct
Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From IDBI Mutual Fund. It's been running since 28 Oct 2016.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.
Vs 56 other funds in Hybrid Scheme - Aggressive Hybrid Fund
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 5 of last 7 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 11% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of IDBI Hybrid Equity Fund Growth Direct against other hybrid funds.
Technical details (for the pros)
Fund info
- Fund house
- IDBI Mutual Fund
- Category
- Hybrid Scheme - Aggressive Hybrid Fund
- Plan
- Direct
- Option
- Growth
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 139971
- First price on record
- 28 Oct 2016 · 1,665 daily prices
About IDBI Hybrid Equity Fund Growth Direct
IDBI Hybrid Equity Fund Growth Direct is a Hybrid Scheme - Aggressive Hybrid Fund offered by IDBI Mutual Fund under the Direct plan with the Growth option. It has approximately 10 years of NAV track record. The fund falls in the hybrid category — Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds.
The current NAV of IDBI Hybrid Equity Fund Growth Direct is ₹18.6649 (as of 27 Jul 2023). Historically, it has delivered 14.40% over the last year, 15.68% CAGR over 3 years, 8.20% CAGR over 5 years. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 10.9% annualised volatility — a "moderate" level of bumpiness; its deepest peak-to-trough fall on record was 27.3%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of IDBI Hybrid Equity Fund Growth Direct?+
The latest NAV of IDBI Hybrid Equity Fund Growth Direct is ₹18.6649 as of 27 Jul 2023, down 0.26% from the previous day. NAV is updated once a business day after the market close.
What are the returns of IDBI Hybrid Equity Fund Growth Direct?+
IDBI Hybrid Equity Fund Growth Direct has delivered 1-year return 14.40%, 3-year CAGR 15.68%, 5-year CAGR 8.20%, since-inception CAGR 9.67%. Returns are historical and don't predict future performance — markets move in cycles.
What category does IDBI Hybrid Equity Fund Growth Direct belong to?+
IDBI Hybrid Equity Fund Growth Direct is categorised as Hybrid Scheme - Aggressive Hybrid Fund. Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds.
How risky is IDBI Hybrid Equity Fund Growth Direct?+
Based on its 3-year annualised volatility of 10.9%, IDBI Hybrid Equity Fund Growth Direct sits in the "moderate" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is IDBI Hybrid Equity Fund Growth Direct a direct plan?+
IDBI Hybrid Equity Fund Growth Direct is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).
How old is IDBI Hybrid Equity Fund Growth Direct?+
IDBI Hybrid Equity Fund Growth Direct has NAV history available from 28 Oct 2016 — approximately 10 years of track record and 1,665 daily NAV observations.
Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.