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Partner With Us NRI

Jan 25, 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 (G) 0.8 6.93 17.93 13.41 0 12.79
Benchmark - CRISIL Hybrid 35+65 - Aggressive index 0 0 0 0 0 0
Category Average - BEST HYBRID PERFORMERS -0.44 3.29 19.61 18.35 12.99 14.89
Category Average - BEST HYBRID PERFORMERS 1.82 5.37 22.21 14 11.41 11.83
Category Average - BEST HYBRID PERFORMERS 1.79 7.4 25.66 19.8 13.01 14.54
Category Average - BEST HYBRID PERFORMERS 0.93 5.54 14.38 12.25 9.16 8.73
Category Average - BEST HYBRID PERFORMERS 1.18 9.41 23.9 15.29 12.82 9.92
Category Average - BEST HYBRID PERFORMERS 4.68 16.62 41.87 20.97 15.31 14.95
Category Average - BEST HYBRID PERFORMERS 2.54 7.44 23.05 14.67 10.55 15.18
Category Average - BEST HYBRID PERFORMERS 1.54 4.9 20.14 15.43 11.77 13.81
Category Average - BEST HYBRID PERFORMERS 1.66 6.91 27.01 15.31 11.54 12.72
Category Average - BEST HYBRID PERFORMERS 0.22 5.28 39.69 28.52 19.7 17.21
Category Average - BEST HYBRID PERFORMERS 0.46 6.55 20.81 16.52 13.82 15.8
Category Average - BEST HYBRID PERFORMERS -0.12 9.71 25.85 15.97 11.93 12.2
Category Average - BEST HYBRID PERFORMERS 2.31 6.22 24.14 16.06 13 15.75
Category Average - BEST HYBRID PERFORMERS -0.74 3.01 19.07 13.12 9.99 18.97
Category Average - BEST HYBRID PERFORMERS 1.03 6.06 19.91 17.27 13.94 12.53
Category Average - BEST HYBRID PERFORMERS 1.36 8.23 24.68 16.65 13.57 11.13
Category Average - BEST HYBRID PERFORMERS 1.78 6.42 25.16 8.48 8.09 12.01
Category Average - BEST HYBRID PERFORMERS -1.29 4.2 17.82 14.09 10.94 12.57
Category Average - BEST HYBRID PERFORMERS 1.08 4.72 13.02 12.12 10.53 10.53
Category Average - BEST HYBRID PERFORMERS 1.17 6.1 20.57 16.7 14.05 12.87
Category Average - BEST HYBRID PERFORMERS -1.85 0.9 17.59 13.01 9.76 13.25
Category Average - BEST HYBRID PERFORMERS -1.15 6.27 46.5 24.27 17.29 16.49
Category Average - BEST HYBRID PERFORMERS 0.2 7.88 18.72 12.74 8.83 9.29
Category Average - BEST HYBRID PERFORMERS 0.06 5.72 24.8 15.89 10.95 11.04
Category Average - BEST HYBRID PERFORMERS 2.31 3.58 19.81 18.49 0 13.46
Category Average - BEST HYBRID PERFORMERS 1.48 7.4 18.8 12.67 0 9.82
Category Average - BEST HYBRID PERFORMERS 0.18 3.89 15.98 13.34 0 10.73
Category Average - BEST HYBRID PERFORMERS -1.28 6.85 19.41 17.12 0 13.35
Category Average - BEST HYBRID PERFORMERS 0.1 2.39 9.74 14.81 0 12.52
Category Average - BEST HYBRID PERFORMERS 0.65 5.92 17.87 15.45 0 15.05
Category Average - BEST HYBRID PERFORMERS 0.8 6.93 17.93 13.41 0 12.79
Category Average - BEST HYBRID PERFORMERS 2.46 8.32 28.31 0 0 23.11
Category Average - BEST HYBRID PERFORMERS 0 0 0 0 0 0
Category Average - BEST HYBRID PERFORMERS -1.11 5.24 22.28 0 0 22.04
Category Average - BEST HYBRID PERFORMERS -0.06 7.34 21.6 14.11 13.4 11.5
Category Rank - BEST HYBRID PERFORMERS 2 1 3 4 4 17
Category Rank - BEST HYBRID PERFORMERS 4 13 16 27 27 15
Category Rank - BEST HYBRID PERFORMERS 5 7 6 129 112 3
Category Rank - BEST HYBRID PERFORMERS 7 73 26 8 117 21
Category Rank - BEST HYBRID PERFORMERS 8 28 14 17 14 13
Category Rank - BEST HYBRID PERFORMERS 11 40 18 30 21 36
Category Rank - BEST HYBRID PERFORMERS 12 14 10 5 13 19
Category Rank - BEST HYBRID PERFORMERS 13 26 11 87 53 34
Category Rank - BEST HYBRID PERFORMERS 14 21 8 23 20 29
Category Rank - BEST HYBRID PERFORMERS 15 48 23 22 19 20
Category Rank - BEST HYBRID PERFORMERS 17 15 31 44 131 59
Category Rank - BEST HYBRID PERFORMERS 22 8 13 14 10 39
Category Rank - BEST HYBRID PERFORMERS 31 5 15 24 16 56
Category Rank - BEST HYBRID PERFORMERS 32 29 22 13 6 27
Category Rank - BEST HYBRID PERFORMERS 34 53 55 47 28 49
Category Rank - BEST HYBRID PERFORMERS 35 30 24 10 7 31
Category Rank - BEST HYBRID PERFORMERS 40 38 49 46 38 78
Category Rank - BEST HYBRID PERFORMERS 43 20 34 34 122 28
Category Rank - BEST HYBRID PERFORMERS 52 31 35 21 116 16
Category Rank - BEST HYBRID PERFORMERS 64 24 21 16 8 12
Category Rank - BEST HYBRID PERFORMERS 100 43 4 2 1 9
Category Rank - BEST HYBRID PERFORMERS 106 10 32 43 45 67
Category Rank - BEST HYBRID PERFORMERS 112 67 43 35 127 46
Category Rank - BEST HYBRID PERFORMERS 119 103 83 26 123 32
Category Rank - BEST HYBRID PERFORMERS 124 34 12 19 23 41
Category Rank - BEST HYBRID PERFORMERS 126 17 19 28 11 37
Category Rank - BEST HYBRID PERFORMERS 131 4 9 18 18 33
Category Rank - BEST HYBRID PERFORMERS 135 81 27 9 15 18
Category Rank - BEST HYBRID PERFORMERS 141 91 29 37 31 7
Category Rank - BEST HYBRID PERFORMERS 145 44 17 130 113 4
Category Rank - BEST HYBRID PERFORMERS 147 27 2 3 3 10
Category Rank - BEST HYBRID PERFORMERS 149 22 28 11 118 22
Category Rank - BEST HYBRID PERFORMERS 150 61 36 29 24 30
Category Rank - BEST HYBRID PERFORMERS 151 147 37 39 32 23
Category Rank 153/154 153/154 147/154 149/154 145/154 154/154
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Quant Absolute Fund (G) 273.2073 1.34 39.69 28.52 19.70 136.32 2.31 5,000.00 invest
Franklin India Equity Hybrid Fund - (G) 175.4348 1.16 20.14 15.43 11.77 1,421.23 0.00 5,000.00 invest
ICICI Pru Equity & Debt Fund - (G) 221.9400 1.09 41.87 20.97 15.31 18,456.19 1.77 5,000.00 invest
HDFC Hybrid Equity Fund (G) 79.5070 1.06 24.14 16.06 13.00 18,447.88 1.79 5,000.00 invest
SBI Equity Hybrid Fund (IDCW) 42.5440 -90.98 20.81 16.52 13.82 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 (G)
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