← MF leaderboard

IDBI Hybrid Equity Fund Growth Direct (defunct)

IDBI Mutual Fund · Hybrid · mandate: 65–80% equity, rest debt · benchmark: —
AUM (all plans)
CAGR (full)
10.8%
Sharpe (full)
0.49
Sharpe (bull ≤Sep-24)
Sharpe (sideways Oct-24→)
Max drawdown
-21.6%
Months of data
81
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Equity curve

2016201720182019202020212022202399161223Fund (NAV=100)Risk-free 6%/yrCategory median (Aggressive Hybrid Fund)

Drawdown

20162017201820192020202120222023-22-110Drawdown %

Fiscal-year record

FYReturnvs categorySharpemonths
FY2217.0%-0.3%1.2712
FY23-2.3%-4.2%-0.6612
FY24*11.2%-1.9%7.974
FY250
FY260
FY27*0
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2016+1.1-1.3-0.2
2017+4.5+3.1+2.1+3.4-0.6-0.1+3.4-0.0+0.5+3.2-0.6+3.3+24.3
2018+0.0-1.9-1.4+5.8-1.4-2.0+2.5+3.0-10.5-2.6+4.3+0.8-4.1
2019-2.9-0.9+5.2-1.4+2.2-3.2-3.3+1.2+3.3+2.3-1.1+0.4+1.4
2020+1.7-2.5-15.0+9.8-0.7+5.2+3.8+2.8+0.3+1.6+7.3+4.6+17.9
2021-2.1+4.7+0.5+0.6+4.4+1.6+1.2+4.5+3.6+1.7-2.2+1.9+21.9
2022-1.0-2.4+2.2-2.8-3.3-3.8+7.4+2.5-2.1+2.9+2.8-1.8+0.0
2023-2.4-0.8-0.3+2.9+2.8+3.7+1.4+7.3

Quarterly average AUM & estimated net flows

20162017201820192020202120222023174305436AUM (quarter avg), ₹cr
-6090
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.