IDBI Hybrid Equity Fund(G)

13.68 -0.27 (-1.93%) NAV as on 26-Feb-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return7.6914.5518.454.69NA7.48
Category Avg10.9220.7620.078.39NA11.93
Category Best6.846.316.0515.2214.9019.30
Category Worst-0.75-3.35-16.156.547.14-0.80

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
202014.446.7313.77-15.81
2019-2.800.781.410.71
20181.71-5.962.00-3.88
20172.103.575.509.50

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202016.99835NA
20190.043235NA
2018-6.233235NA
201722.162028NA
2016-0.292727NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Quant Absolute Fund(G)198.6704-Apr-0142.7714.9716.2816.16
BNP Paribas Substantial Equity Hybrid Fund-Reg(G)15.8507-Apr-1718.9813.23-12.56
Canara Rob Equity Hybrid Fund-Reg(G)208.3230-Mar-9319.912.1616.2311.42
Mirae Asset Hybrid Equity Fund-Reg(G)18.7129-Jul-1521.9411.0515.7911.87
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]22.2382
Semi Standard Deviation [%]5.4751
Beta [%]0.0005
Sharp Ratio [%]0.2480
R-Square [%]0.0181
Expense Ratio [%]2.5300
AVG Ratio [%]2.2780
Other Ratios
Jenson Ratio [%]0.0595
Treynor Ratio [%]120.4953
Turnover Ratio [%]0.4300
FAMA Ratio [%]0.0144
SORTINO Ratio [%]0.4141

Return Calculator

MARKET STATS As on 01/03/2021 As on 01/03/2021

14761.55 (1.60) 49849.84 (1.53)

TOP GAINERS

Company Price Change Gain (%)
MPS Infotecnics0.100.05100.00
Railtel Corporation Of India Lt..145.6024.2519.98

TOP LOSERS

Company Price Change Loss (%)
Gangotri Textile0.50-0.25-33.33
JIK Industries0.30-0.05-14.29

Portfolio Comparison

MUTUAL FUND ACTIVITY