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 1.40 -2.73 2.45 8.63 8.84 8.95

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.)
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 -0.51 7.60 9.04 1.73 23,288.42
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 0.80 5.02 4.19 1.77 20,695.95
Aditya Birla Sun Life Equity Hybrid'95 Fund - Regular Plan-Growth Feb 10, 1995 -4.17 4.48 7.84 1.87 11,476.54
Reliance Equity Hybrid Fund - Growth Plan Jun 10, 2005 Unrated -9.18 4.64 6.73 1.84 9,249.86
L&T Hybrid Equity Fund- Regular Plan - Growth Feb 07, 2011 -4.25 5.80 8.37 1.83 8,218.99

Fund Holdings as on 31-August-2019

  • SIDBI

  • Indian Railway Finance Corporation Ltd

  • CCIL

  • Reliance Industries Ltd

  • ICICI Bank Ltd

  • 7.32% GOI 28-Jan-2024

  • Power Finance Corporation Ltd

  • HDFC Bank Ltd

  • Larsen & Toubro Ltd

  • Axis Bank Ltd

  • ITC Ltd

  • Bajaj Finance Ltd

  • Housing Development Finance Corporation

  • Titan Company Ltd

  • Infosys Ltd

  • Ultratech Cement Ltd

  • Tata Consultancy Services Ltd

  • IDFC First Bank Ltd

  • Kotak Mahindra Bank Ltd

  • ICICI Lombard General Insurance Company

  • State Bank of India

  • Hindustan Unilever Ltd

  • National Thermal Power Corp Ltd

  • BEML Ltd

  • JK CEMENT Ltd

  • Coal India Ltd

  • Container Corporation of India Ltd

  • Hexaware Technologies Ltd

  • Nestle India Ltd

  • PI Industries Ltd

  • Dr. Reddy's Laboratories Ltd

  • Maruti Suzuki India Ltd

  • Siemens Ltd

  • Jubilant Foodworks Ltd

  • NMDC Ltd

  • Asian Paints Ltd

  • Hindalco Industries Ltd

  • RBL Bank Ltd

  • Divis Laboratories Ltd

  • Net Receivable/Payable

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  • Miscellaneous

  • Bank - Private

  • Refineries

  • IT - Software

  • Engineering - Construction

  • Cigarettes/Tobacco

  • Cement & Construction Materials

  • Finance - NBFC

  • Finance - Housing

  • Diamond & Jewellery

  • Insurance

  • Bank - Public

  • Household & Personal Products

  • Power Generation/Distribution

  • Consumer Food

  • Mining & Minerals

  • Engineering - Industrial Equipments

  • Pharmaceuticals & Drugs

  • Logistics

  • Pesticides & Agrochemicals

  • Automobiles - Passenger Cars

  • Electric Equipment

  • Paints

  • 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 ₹43.73 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 ₹0.07(0.71%)yesterday to ₹10.34.

Among its top 3 holdings the fund has exposure to SIDBI, Indian Railway Finance Corporation Ltd and CCIL

The Indiabulls Equity Hybrid Fund is managed by Vikrant Mehta and Malay Shah.

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

  • CRISIL AAA

  • Equity

  • ICRA A1+

  • Sovereign

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