Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

To generate periodic returns and long term capital appreciation from a judicious mix of equity and debt instruments.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
CRISIL Hybrid 35+65 - Aggressive Index N/A N/A N/A N/A N/A N/A
NIFTY 50 Hybrid Composite Debt 65:35 Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth Jan 06, 1996 38.13 13.79 13.28 1.63 41,264.70
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 47.56 13.05 11.74 1.78 18,220.21
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 55.89 15.22 14.33 1.81 17,129.99
Aditya Birla Sun Life Equity Hybrid'95 Fund - Regular Plan-Growth Feb 10, 1995 Unrated 47.55 10.30 10.44 1.88 7,875.59
DSP Equity & Bond Fund- Regular Plan - Growth May 27, 1999 45.26 15.25 13.83 1.89 6,966.46

Fund Holdings as on 30-June-2021

  • CCIL

  • 7.37% GOI 16-APR-2023

  • IDBI Bank Limited

  • HDFC Bank Limited

  • Housing Development Finance Corp Ltd

  • Reliance Industries Limited

  • Larsen & Toubro Limited

  • ICICI Bank Limited

  • Infosys Limited

  • State Bank of India

  • Tata Consultancy Services Limited

  • ITC Limited

  • Escorts Limited

  • Kotak Mahindra Bank Limited

  • Larsen & Toubro Infotech Ltd

  • Hindustan Unilever Limited

  • Axis Bank Limited

  • Bajaj Finance Limited

  • Ambuja Cements Limited

  • UltraTech Cement Limited

  • Bharti Airtel Limited

  • Divi's Laboratories Limited

  • Multi Commodity Exchange of India Ltd.

  • Dr. Reddy's Laboratories Limited

  • Nestle India Limited

  • Hindalco Industries Limited

  • Titan Company Limited

  • HDFC Life Insurance Company Limited

  • Tata Motors Limited

  • ICICI Lombard General Insurance Company

  • PI Industries Limited

  • Avenue Supermarts Limited

  • Reliance Industries Ltd - PP shares

  • Jubilant Foodworks Limited

  • JK Cement Limited

  • Container Corporation of India Limited

  • NMDC Limited

  • Net Receivable/Payable

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  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Finance - Housing

  • Refineries

  • Engineering - Construction

  • Cement & Construction Materials

  • Bank - Public

  • Cigarettes/Tobacco

  • Automobiles-Tractors

  • Pharmaceuticals & Drugs

  • Household & Personal Products

  • Insurance

  • Finance - NBFC

  • Telecommunication - Service Provider

  • Consumer Food

  • Finance - Stock Broking

  • Metal - Non Ferrous

  • Diamond & Jewellery

  • Automobiles-Trucks/Lcv

  • Pesticides & Agrochemicals

  • Retailing

  • Mining & Minerals

  • Logistics

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Fund Manager

  • Cash

  • Equity

  • Rights

  • Sovereign

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About Indiabulls Equity Hybrid Fund

Scheme Analysis

Indiabulls Equity Hybrid Fund is a Hybrid - Aggressive Hybrid Fund fund and belongs to Indiabulls Mutual Fund. It was launched on 13-Dec-2018 and currently has an AUM of ₹33.97 crore. Indiabulls Equity Hybrid Fund is benchmarked against CRISIL Hybrid 35+65 - Aggressive Index as primary index and NIFTY 50 Hybrid Composite Debt 65:35 Index as secondary index.

The NAV of Indiabulls Equity Hybrid Fund ended up ₹0.01(0.04%)yesterday to ₹13.8492.

Among its top 3 holdings the fund has exposure to CCIL, and

The Indiabulls Equity Hybrid Fund is managed by Sumit Bhatnagar and Karan Singh.

Fund House Contact

11th Fl.,Tower-1,Indiabulls Finance Centre, Senapati Bapat Marg,Elphinstone Mills Comp.,Elphinstone(W) Mumbai - 400 013

022-30866253
022-66589925