hybridModerate risk

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.

Latest price per unit

₹18.6649

▼ 0.26% today

As of 27 Jul 2023 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.14 L

▲ ₹14.4k gain · 14.4% / year

Invested 3 years ago

₹1.55 L

▲ ₹54.8k gain · 15.7% / year

Invested 5 years ago

₹1.48 L

▲ ₹48.3k gain · 8.2% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

10.9%

The value swings roughly 11% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-27.34%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year14.41%

CAGR — 3 years15.68%

CAGR — 5 years8.20%

CAGR — since launch9.67%

Volatility — 1 year (annualised)8.38%

Volatility — 3 years (annualised)10.86%

Max drawdown — 1 year-7.61%

Max drawdown — 3 years-16.17%

Sharpe ratio — 1 year (rf=6%)0.93

Sharpe ratio — 3 years (rf=6%)0.81

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

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.