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IDBI Hybrid Equity Fund IDCW Regular

  • Hybrid
  • Aggressive
  • Very High
  • Current NAV

    ₹15.63 -0.0397%

    27-07-2023
  • Annual Returns

    0%

  • Min. SIP ₹500

    Min. Investment ₹5000

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  • Equity 79.59%
  • Debt 0.11%
  • Others 20.3%

Market Cap

Allocation
Large Cap 61.45
Mid Cap 14.99
Small Cap 3.15

Sector Allocation

Financial

Technology

Capital Goods

Construction

Chemicals

Services

Unclassified

Consumer Staples

Energy

Insurance

Healthcare

Communication

Automobile

Metals & Mining

Consumer Discretionary

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
07-Mar-2024
Holdings PE Ratio
07-Mar-2024
1Y Return
HDFC Bank Ltd. Large Cap Financial (24.32) 6.13% 19.71 -8.08%
ICICI Bank Ltd. Large Cap Financial (24.32) 5.92% 17.65 19.59%
Reliance Industries Ltd. Large Cap Unclassified (39.69) 4.27% 28.45 25.09%
Axis Bank Ltd. Large Cap Financial (24.43) 3.92% 28.68 29.81%
Larsen & Toubro Ltd. Large Cap Construction (46.6) 3.86% 39.11 58.59%
Infosys Ltd. Large Cap Technology (32.65) 3.36% 24.02 14.56%
Timken India Ltd. Mid Cap Capital Goods (50.97) 3.19% 0 0.48%
Housing Development Finance Corporation Ltd. Large Cap Financial (9.66) 3.15% 19.32 25.96%
Sundram Fasteners Ltd. Mid Cap Capital Goods (47.49) 2.88% 44.43 5.88%
State Bank of India Large Cap Financial (15.67) 2.72% 10.33 38.95%
Tata Consultancy Services Ltd. Large Cap Technology (32.65) 2.7% 30.18 23.92%
Supreme Industries Ltd. Mid Cap Chemicals (47.94) 2.68% 48.09 56.54%
Trent Ltd. Large Cap Services (135.25) 2.46% 176.4 205.3%
Bajaj Finance Ltd. Large Cap Financial (32.35) 2.4% 31.91 19.49%
Godrej Consumer Products Ltd. Large Cap Consumer Staples (58.47) 2.29% 66.94 20.69%
Avenue Supermarts Ltd. Large Cap Services (26.29) 2.17% 8.72 63.23%
Siemens Ltd. Large Cap Capital Goods (101.08) 2.05% 98.9 70.57%
Asian Paints Ltd. Large Cap Chemicals 1.69% 0%
Tech Mahindra Ltd. Large Cap Technology (32.65) 1.65% 41.42 17.66%
Divi's Laboratories Ltd. Large Cap Healthcare (54.32) 1.6% 70.52 9.94%
Atul Ltd. Mid Cap Chemicals (37.96) 1.56% 48.57 -14.86%
Bharti Airtel Ltd. Large Cap Communication (76.15) 1.47% 88.49 68.56%
Eicher Motors Ltd. Large Cap Automobile (43.74) 1.24% 30.98 31.95%
Birlasoft Ltd. Small Cap Technology (36.96) 1.18% 83.08 166.81%
HCL Technologies Ltd. Large Cap Technology (32.65) 1.13% 25.06 39.69%
Tata Steel Ltd. Large Cap Metals & Mining (21.54) 1.09% -60.49 49.88%
HDFC Life Insurance Co Ltd. Large Cap Insurance (24.94) 1.09% 84.83 14.64%
Nestle India Ltd. Large Cap Consumer Staples 1.09% 0%
Muthoot Finance Ltd. Mid Cap Financial (32.35) 1.04% 15.98 58.97%
The Federal Bank Ltd. Mid Cap Financial (24.32) 0.95% 9.58 15.42%
KNR Constructions Ltd. Small Cap Construction (46.6) 0.91% 12.61 8.67%
ACC Ltd. Mid Cap Construction (57.05) 0.89% 27.77 37.67%
Voltas Ltd. Mid Cap Consumer Discretionary (57.24) 0.87% 153.9 52.73%
Gujarat Gas Ltd. Mid Cap Energy (24.91) 0.84% 34.09 17.47%
Ultratech Cement Ltd. Large Cap Construction (55.96) 0.69% 44.61 34.3%
Power Grid Corporation Of India Ltd. Large Cap Energy (26.56) 0.68% 16.66 63.3%
CESC Ltd. Small Cap Energy (26.84) 0.66% 13.27 106.11%
ICICI Lombard General Insurance Company Ltd. Large Cap Insurance (45.23) 0.63% 0 57.03%
NOCIL Ltd. Small Cap Chemicals (25.45) 0.4% 36.03 14.3%
Gland Pharma Ltd. Mid Cap Healthcare (54.32) 0.09% 43.94 24%

Market Cap

Allocation
Others 0.11

Sector Allocation

Financial

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
5.85% REC Ltd. 20/12/2025 Financial 0.11% 0%

Market Cap

Allocation
Others 20.3

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 20.01% 0%
Others Others 0.29% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for IDBI Hybrid Equity Fund IDCW Regular?

The top holdings of this fund are HDFC Bank Ltd., ICICI Bank Ltd., Reliance Industries Ltd., Axis Bank Ltd., Larsen & Toubro Ltd.

Top 5 Sector for IDBI Hybrid Equity Fund IDCW Regular?

The major sectors of this fund are Financial, Technology, Capital Goods, Construction, Chemicals.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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