JAMA
Jama - IDFC HYBRID EQUITY FUND


IDFC HYBRID EQUITY FUND


NAV : 12.56
(+0.03arrow_upward)
AUM : ₹523 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
6.08%9.3%-7.4%1.32%-2.83%0.33%NA



NAV History



Expense Ratio Trends


Fund Details

IDFC Hybrid Equity Fund provides a combination of equity (between 65% and 80%) and debt (between 20% and 35%) so as to provide both relative stability of returns and potential of growth. Both equity and fixed income portions are actively managed
NAV12.56
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio2.43%
Exit Load : 10% of investment: Nil; Remaining investment: 1% if redeemed/switched out within 12 months from the date of allotment


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 0.33% Past 3 yr Data




Fund 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 Manager:
Mr. Anoop Bhaskar, Mr. Anurag Mittal, Mr.. Viraj Kulkarni