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 4.84 5.14 8.90 7.32 9.51 9.22

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 1.33 5.43 8.04 1.62 31,225.51
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 2.62 1.67 4.73 1.80 16,197.82
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 Unrated -3.98 1.05 6.61 1.77 16,098.63
Aditya Birla Sun Life Equity Hybrid'95 Fund - Regular Plan-Growth Feb 10, 1995 Unrated 0.14 0.09 5.65 1.89 7,646.61
L&T Hybrid Equity Fund- Regular Plan - Growth Feb 07, 2011 Unrated 4.54 2.74 6.75 1.85 5,637.81

Fund Holdings as on 30-September-2020

  • 7.37% GOI 16-APR-2023

  • 7.00% GOI 21-Jan-2021

  • Tata Consultancy Services Ltd

  • Reliance Industries Ltd

  • HDFC Bank Ltd

  • Titan Company Ltd

  • Larsen & Toubro Ltd

  • ICICI Bank Ltd

  • Bajaj Finance Ltd

  • Housing Development Finance Corporation

  • Axis Bank Ltd

  • ICICI Lombard General Insurance Company

  • Kotak Mahindra Bank Ltd

  • Divis Laboratories Ltd

  • Dr. Reddy's Laboratories Ltd

  • JK CEMENT Ltd

  • Hindustan Unilever Ltd

  • PI Industries Ltd

  • HDFC Asset Management Company Ltd

  • Jubilant Foodworks Ltd

  • Yes Bank Ltd

  • Nestle India Ltd

  • Larsen & Toubro Infotech Ltd

  • Infosys Ltd

  • HDFC Life Insurance Co Ltd

  • Bharti Airtel Ltd

  • AU Small Finance Bank Ltd.

  • CCIL

  • Siemens Ltd

  • SRF LIMITED

  • Ultratech Cement Ltd

  • Avenue Supermarts Ltd

  • State Bank of India

  • HAVELLS INDIA LIMITED

  • Shree Cements Ltd

  • Net Receivable/Payable

  • Coal India Ltd

  • Asian Paints Ltd

  • Reliance Industries Ltd-Rights

  • SBI Cards and Payment Ltd.

  • Container Corporation of India Ltd

  • Hindalco Industries Ltd

  • NMDC Ltd

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  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Refineries

  • Pharmaceuticals & Drugs

  • Diamond & Jewellery

  • Insurance

  • Cement & Construction Materials

  • Engineering - Construction

  • Finance - NBFC

  • Consumer Food

  • Finance - Housing

  • Household & Personal Products

  • Pesticides & Agrochemicals

  • Finance - Asset Management

  • Electric Equipment

  • Telecommunication - Service Provider

  • Diversified

  • Retailing

  • Bank - Public

  • Mining & Minerals

  • Paints

  • 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 ₹31.22 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 ₹0.02(0.18%)yesterday to ₹10.9956.

Among its top 3 holdings the fund has exposure to 7.37% GOI 16-APR-2023, and

The Indiabulls Equity Hybrid Fund is managed by Karan Singh and Rajeev Desai.

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