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 -1.34 1.41 12.16 9.73 8.48 9.29

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 20.29 12.25 9.43 1.62 32,584.70
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 12.10 7.29 8.06 1.73 22,389.68
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 10.72 5.70 4.31 1.77 20,228
Aditya Birla Sun Life Equity Hybrid'95 Fund - Regular Plan-Growth Feb 10, 1995 6.60 4.55 5.80 1.80 9,894.14
Nippon India Equity Hybrid Fund - Growth Plan Jun 10, 2005 Unrated 5.40 4.86 5.96 1.82 7,867.19

Fund Holdings as on 31-January-2020

  • 6.84% GOI - 19-Dec-2022

  • Reliance Industries Ltd

  • ICICI Bank Ltd

  • National Highways Authority of India

  • HDFC Bank Ltd

  • Tata Consultancy Services Ltd

  • Larsen & Toubro Ltd

  • Bajaj Finance Ltd

  • Housing Development Finance Corporation

  • Titan Company Ltd

  • Axis Bank Ltd

  • Kotak Mahindra Bank Ltd

  • IDFC First Bank Ltd

  • HDFC Asset Management Company Ltd

  • CCIL

  • ICICI Lombard General Insurance Company

  • ITC Ltd

  • JK CEMENT Ltd

  • Hindustan Unilever Ltd

  • PI Industries Ltd

  • State Bank of India

  • Nestle India Ltd

  • Jubilant Foodworks Ltd

  • Dr. Reddy's Laboratories Ltd

  • RBL Bank Ltd

  • Maruti Suzuki India Ltd

  • Siemens Ltd

  • Asian Paints Ltd

  • HDFC Life Insurance Co Ltd

  • HAVELLS INDIA LIMITED

  • 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 - NBFC

  • Finance - Housing

  • Diamond & Jewellery

  • Insurance

  • Consumer Food

  • Finance - Asset Management

  • Cigarettes/Tobacco

  • Cement & Construction Materials

  • Household & Personal Products

  • Electric Equipment

  • Pesticides & Agrochemicals

  • Bank - Public

  • Pharmaceuticals & Drugs

  • Automobiles - Passenger Cars

  • Paints

  • 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 ₹33.23 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 down ₹-0.18(-1.59%)yesterday to ₹11.041.

Among its top 3 holdings the fund has exposure to 6.84% GOI - 19-Dec-2022, and

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

  • Cash

  • CRISIL AAA

  • Equity

  • ICRA A1+

  • Sovereign

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