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

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 13.67 11.99 10.18 1.63 31,248.40
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 9.71 9.32 9.18 1.71 23,500.62
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 7.61 7.76 4.92 1.76 20,925.71
Aditya Birla Sun Life Equity Hybrid'95 Fund - Regular Plan-Growth Feb 10, 1995 4.99 7.21 7.29 1.83 10,834.87
Nippon India Equity Hybrid Fund - Growth Plan Jun 10, 2005 Unrated 3.91 8.03 7.88 1.82 8,762.86

Fund Holdings as on 30-November-2019

  • SIDBI

  • Indian Bank

  • Reliance Industries Ltd

  • ICICI Bank Ltd

  • HDFC Bank Ltd

  • Tata Consultancy Services Ltd

  • Larsen & Toubro Ltd

  • Housing Development Finance Corporation

  • Bajaj Finance Ltd

  • Titan Company Ltd

  • Axis Bank Ltd

  • IDFC First Bank Ltd

  • Kotak Mahindra Bank Ltd

  • ICICI Lombard General Insurance Company

  • ITC Ltd

  • Hindustan Unilever Ltd

  • CCIL

  • JK CEMENT Ltd

  • RBL Bank Ltd

  • State Bank of India

  • PI Industries Ltd

  • Nestle India Ltd

  • Dr. Reddy's Laboratories Ltd

  • Maruti Suzuki India Ltd

  • Jubilant Foodworks Ltd

  • Siemens Ltd

  • Asian Paints Ltd

  • HDFC Asset Management Company Ltd

  • HAVELLS INDIA LIMITED

  • HDFC Life Insurance Co Ltd

  • Coal India Ltd

  • Net Receivable/Payable

  • Hexaware Technologies Ltd

  • Infosys Ltd

  • Container Corporation of India Ltd

  • NMDC Ltd

  • Hindalco Industries Ltd

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  • Bank - Private

  • Miscellaneous

  • Refineries

  • IT - Software

  • Engineering - Construction

  • Finance - Housing

  • Finance - NBFC

  • Diamond & Jewellery

  • Insurance

  • Consumer Food

  • Cigarettes/Tobacco

  • Household & Personal Products

  • Electric Equipment

  • Cement & Construction Materials

  • Bank - Public

  • Pesticides & Agrochemicals

  • Pharmaceuticals & Drugs

  • Automobiles - Passenger Cars

  • Paints

  • Finance - Asset Management

  • Mining & Minerals

  • Logistics

  • Metal - Non Ferrous

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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 ₹34.61 crore. Indiabulls Equity Hybrid Fund is benchmarked against CRISIL Hybrid 35+65 - Aggressive Index as primary index.

The NAV of Indiabulls Equity Hybrid Fund ended up ₹0.08(0.76%)yesterday to ₹11.04.

Among its top 3 holdings the fund has exposure to SIDBI, Indian Bank and Reliance Industries Ltd

The Indiabulls Equity Hybrid Fund is managed by Vikrant Mehta and Veekesh Gandhi.

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

Fund Manager

  • CARE AAA

  • Cash

  • Equity

  • ICRA A1+

  • IND A1+

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