loader2
Partner With Us NRI

Jan 21, 2022


Category

Hybrid

AUM (Cr.)

33.59

Exit Load (%)

1.00

Min Inv Lumpsum

500

Expense Ratio

0.00

Sharpe Ratio

14.02

Beta Ratio

0.00

Fund Manager

Sumit Bhatnagar

Inception Date

Dec 13, 2018

Risk Level

Very High

Investment Objective

The Scheme seeks to generate periodic return and long term capital appreciation from a judicious mix of equity and debt instruments. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Return Calculator

Investment Type

SIP Lumpsum

Company

Period(Year)

Amount

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Indiabulls Equity Hybrid Fund - Regular (IDCW-M) 3.06 9.03 17.3 13.43 0 13.29
Benchmark - CRISIL Hybrid 35+65 - Aggressive index 0 0 0 0 0 0
Category Average - BEST HYBRID PERFORMERS 2.66 6.66 20.78 18.76 14 15
Category Average - BEST HYBRID PERFORMERS 4.37 8.23 20.89 14.32 12.19 11.89
Category Average - BEST HYBRID PERFORMERS 4.11 10.29 26.04 19.9 13.68 14.61
Category Average - BEST HYBRID PERFORMERS 3.54 8.23 14.14 12.35 9.73 8.78
Category Average - BEST HYBRID PERFORMERS 4.82 13.28 25.22 15.58 13.83 10
Category Average - BEST HYBRID PERFORMERS 6.06 19.31 40.22 20.61 15.68 14.98
Category Average - BEST HYBRID PERFORMERS 4.94 10.42 22.44 14.51 11.23 15.25
Category Average - BEST HYBRID PERFORMERS 3.05 6.92 19.37 15.39 12.31 13.86
Category Average - BEST HYBRID PERFORMERS 3.98 9.75 26.8 15.32 12.2 12.77
Category Average - BEST HYBRID PERFORMERS 3.65 9.3 39.68 28.59 20.39 17.33
Category Average - BEST HYBRID PERFORMERS 2.96 9.07 20.28 16.61 14.5 15.86
Category Average - BEST HYBRID PERFORMERS 3.01 13.55 25.53 16.34 12.92 12.32
Category Average - BEST HYBRID PERFORMERS 4.08 8.7 23.37 15.88 13.53 15.8
Category Average - BEST HYBRID PERFORMERS 2.61 6.45 19.41 13.26 10.91 19.07
Category Average - BEST HYBRID PERFORMERS 3.8 8.98 20.23 17.44 14.63 12.59
Category Average - BEST HYBRID PERFORMERS 4.2 11.22 24.64 16.75 14.43 11.27
Category Average - BEST HYBRID PERFORMERS 4.13 8.85 24.83 8.3 8.82 12.11
Category Average - BEST HYBRID PERFORMERS 3.09 8.9 19.65 14.77 12.08 12.91
Category Average - BEST HYBRID PERFORMERS 3.41 7.04 12.77 12.23 11.29 10.72
Category Average - BEST HYBRID PERFORMERS 3.63 8.72 19.97 16.81 14.94 13.12
Category Average - BEST HYBRID PERFORMERS 2.03 4.66 18.25 13.66 10.71 13.42
Category Average - BEST HYBRID PERFORMERS 4.05 11.44 50.75 25.02 18.56 17.35
Category Average - BEST HYBRID PERFORMERS 3.26 10.85 18.97 13.09 9.64 9.7
Category Average - BEST HYBRID PERFORMERS 3.41 9.16 25.13 16.07 11.54 11.41
Category Average - BEST HYBRID PERFORMERS 5.19 6.63 20.16 18.59 0 13.91
Category Average - BEST HYBRID PERFORMERS 4.43 10.2 18.71 12.86 0 10.27
Category Average - BEST HYBRID PERFORMERS 3.34 6.75 16.74 13.41 0 11.32
Category Average - BEST HYBRID PERFORMERS 3.12 10.83 21.07 17.73 0 14.28
Category Average - BEST HYBRID PERFORMERS 2.11 5.02 10.17 14.96 0 12.99
Category Average - BEST HYBRID PERFORMERS 3.72 9.3 17.78 15.56 0 15.71
Category Average - BEST HYBRID PERFORMERS 3.06 9.03 17.31 13.43 0 13.29
Category Average - BEST HYBRID PERFORMERS 4.9 11 28.55 0 0 23.85
Category Average - BEST HYBRID PERFORMERS 0 0 0 0 0 0
Category Average - BEST HYBRID PERFORMERS 2.65 8.59 23.26 0 0 25.07
Category Average - BEST HYBRID PERFORMERS 3.08 10.59 22.1 14.43 14.23 11.61
Category Rank - BEST HYBRID PERFORMERS 2 1 3 4 4 18
Category Rank - BEST HYBRID PERFORMERS 4 50 26 8 108 21
Category Rank - BEST HYBRID PERFORMERS 6 15 17 27 27 16
Category Rank - BEST HYBRID PERFORMERS 7 9 6 141 103 4
Category Rank - BEST HYBRID PERFORMERS 9 4 11 21 14 59
Category Rank - BEST HYBRID PERFORMERS 11 17 34 44 120 55
Category Rank - BEST HYBRID PERFORMERS 12 36 22 30 21 36
Category Rank - BEST HYBRID PERFORMERS 13 8 14 15 9 41
Category Rank - BEST HYBRID PERFORMERS 14 29 13 89 50 34
Category Rank - BEST HYBRID PERFORMERS 15 16 8 5 15 19
Category Rank - BEST HYBRID PERFORMERS 16 31 15 19 16 13
Category Rank - BEST HYBRID PERFORMERS 17 7 2 3 3 9
Category Rank - BEST HYBRID PERFORMERS 18 18 7 24 20 31
Category Rank - BEST HYBRID PERFORMERS 19 26 25 11 7 32
Category Rank - BEST HYBRID PERFORMERS 20 21 36 22 106 14
Category Rank - BEST HYBRID PERFORMERS 21 20 4 2 1 10
Category Rank - BEST HYBRID PERFORMERS 22 30 27 13 5 28
Category Rank - BEST HYBRID PERFORMERS 23 35 49 46 37 78
Category Rank - BEST HYBRID PERFORMERS 25 43 57 47 26 47
Category Rank - BEST HYBRID PERFORMERS 26 23 12 18 24 39
Category Rank - BEST HYBRID PERFORMERS 27 47 39 36 115 40
Category Rank - BEST HYBRID PERFORMERS 29 10 32 38 38 60
Category Rank - BEST HYBRID PERFORMERS 31 11 21 10 107 20
Category Rank - BEST HYBRID PERFORMERS 32 27 29 26 22 30
Category Rank - BEST HYBRID PERFORMERS 33 13 18 29 10 37
Category Rank - BEST HYBRID PERFORMERS 34 25 37 34 111 26
Category Rank - BEST HYBRID PERFORMERS 35 44 31 23 19 22
Category Rank - BEST HYBRID PERFORMERS 36 3 9 17 17 33
Category Rank - BEST HYBRID PERFORMERS 37 24 24 16 8 12
Category Rank - BEST HYBRID PERFORMERS 44 48 23 7 13 17
Category Rank - BEST HYBRID PERFORMERS 45 33 16 140 102 3
Category Rank - BEST HYBRID PERFORMERS 48 52 30 37 29 7
Category Rank - BEST HYBRID PERFORMERS 57 72 80 25 113 29
Category Rank - BEST HYBRID PERFORMERS 62 80 35 32 30 25
Category Rank 152/153 152/153 148/153 136/153 153/153 153/153
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India Equity Hybrid Fund-(G) (SP 1) 0.0518 0.00 0.00 0.00 0.00 9.33 0.00 500.00 invest
Nippon India Equity Hybrid Fund-(IDCW-Q) (SP 1) 0.0137 0.00 0.00 0.00 0.00 9.33 0.00 500.00 invest
Nippon India Equity Hybrid Fund-(IDCW-M) (SP 1) 0.0099 0.00 0.00 0.00 0.00 9.33 0.00 500.00 invest
Nippon India Equity Hybrid Fund-(IDCW) (SP 1) 0.0159 0.00 0.00 0.00 0.00 9.33 0.00 500.00 invest
SBI Equity Hybrid Fund (IDCW) 43.0502 -91.13 20.28 16.61 14.50 48,794.19 1.51 1,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Reverse Repo-C C I Dec 31, 2021 5.75 17.12 -1.73
Govt. Securities-GSEC2023 Dec 31, 2021 3.10 9.23 -0.23
Equity-IDBI Bank Dec 31, 2021 2.46 7.32 -9.73
Equity-HDFC Bank Dec 31, 2021 1.99 5.92 -1.37
Equity-Infosys Dec 31, 2021 1.76 5.25 8.85
Equity-Reliance Industr Dec 31, 2021 1.71 5.10 -0.22
Equity-Larsen & Toubro Dec 31, 2021 1.62 4.81 0.80
Equity-ICICI Bank Dec 31, 2021 1.54 4.59 -1.61
Equity-H D F C Dec 31, 2021 1.29 3.85 -4.97
Equity-St Bk of India Dec 31, 2021 1.16 3.45 -5.03

latest news

Indiabulls MF Announces change in benchmark index under two schemes

Indiabulls Mutual Fund has announced change the benchmark index for the fol...

Dec 07, 2021 10:38

Indiabulls Mutual Fund Announces Appointment of Key Personnel

Indiabulls Mutual Fund has announced that Santosh Kumar Sidiri shall be app...

Aug 31, 2021 11:55

Indiabulls MF Announces Appointment of Independent Directors

Indiabulls Mutual Fund has announced that Shiva Kirti Singh and Sanjay Jain...

Aug 26, 2021 12:55

Indiabulls Mutual Fund Announces change in Key Personnel

Indiabulls Mutual Fund has announced that Parth Muria has been appointed as...

Jul 03, 2021 11:36

Indiabulls MF Announces change in fund managers under its schemes

Indiabulls Mutual Fund has announced that change the fund managers under th...

May 05, 2021 11:33

Indiabulls Mutual Fund Announces winding up under its schemes

Indiabulls Trustee Company Limited has decided to wind up following schemes...

Nov 21, 2020 14:17

SCHEME DETAILS

AMC Name : Indiabulls Mutual Fund
Fund Name : Indiabulls Equity Hybrid Fund - Regular (IDCW-M)
Contact Persone : Sumit Bhatnagar
Registered Address : Plot No. 448-451, Udyog Vihar,Phase-V, Gurgaon,Haryana - 122016
Telephone No : 022-61891300
Fax No. : 022-61891320
Email : customercare:indiabullsamc.com
Website : www.indiabullsamc.com