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  • Mutual Fund
  • Indiabulls Equity Hybrid Fund - Regular (IDCW)

Mar 31, 2023

Category

Hybrid

AUM (Cr.)

32.74

Exit Load (%)

1.00

Min Inv Lumpsum

500

Expense Ratio

0.00

Sharpe Ratio

2.32

Beta Ratio

0.00

Fund Manager

Sumit Bhatnagar

Inception Date

Dec 13, 2018

Risk Level

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.

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CRISIL Hybrid 35+65 - Aggressive index

Return Calculator

Investment Type

SIP Lumpsum

Company

  • 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) 0.44 2.42 2.54 19.21 0 9.57
Benchmark - CRISIL Hybrid 35+65 - Aggressive index 0 0 0 0 0 0
Category Average - BEST HYBRID PERFORMERS 0.17 0.47 0.71 21.97 9.55 11.59
Category Rank 6/1 6/1 6/1 2/1 2/1 1/1
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India Equity Hybrid Fund (G) 69.3119 2.36 4.45 25.14 5.38 2,764.57 2.10 500.00 invest
PGIM India Hybrid Equity Fund (G) 93.5900 1.40 2.17 19.33 7.41 217.11 2.38 5,000.00 invest
Quant Absolute Fund (G) 289.3080 1.39 2.09 37.69 18.16 1,013.42 2.31 5,000.00 invest
AXIS Equity Hybrid Fund - Regular (G) 14.3600 1.34 -6.51 16.98 0.00 1,699.11 2.17 500.00 invest
SBI Equity Hybrid Fund (IDCW) 41.9911 -90.96 -2.63 18.63 9.93 54,492.58 1.46 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 Mar 15, 2023 3.80 11.77 1.33
Govt. Securities-GSEC2023 Mar 15, 2023 3.00 9.29 -0.05
T Bills-TBILL-182D Mar 15, 2023 2.97 9.21 0.31
Equity-HDFC Bank Mar 15, 2023 2.31 7.14 -3.61
Equity-Reliance Industr Mar 15, 2023 1.90 5.87 -3.68
Equity-ICICI Bank Mar 15, 2023 1.89 5.84 -3.39
Equity-Infosys Mar 15, 2023 1.56 4.84 -4.56
Equity-St Bk of India Mar 15, 2023 1.09 3.39 -1.00
Equity-H D F C Mar 15, 2023 1.07 3.33 -3.08
Equity-ITC Mar 15, 2023 1.04 3.23 0.72

latest news

Indiabulls MF Announces change in benchmark index under its schemes

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

Mar 24, 2023 11:50

Indiabulls Mutual Fund Announces Appointment of Key Personnel

Indiabulls Mutual Fund has announced that Ms. Siddhi Vakharia has been appo...

Feb 07, 2023 10:16

Indiabulls Liquid Fund change in Risk-O-Meter

Indiabulls Mutual Fund has announced change in Risk-O-Meter of Indiabulls L...

Nov 09, 2022 08:46

Indiabulls Mutual Fund Announces change in Key Personnel

Indiabulls Mutual Fund has announced that Ms. Jill Harsh Ghatalia has been ...

Oct 04, 2022 09:50

Indiabulls Mutual Fund Announces Appointment of Key Personnel

Indiabulls Mutual Fund has announced that Mr. Ganesh P Binjola has been app...

Sep 29, 2022 10:20

Indiabulls Liquid Fund change in Risk-O-Meter

Indiabulls Mutual Fund has announced change in Risk-O-Meter of Indiabulls L...

Sep 13, 2022 11:01

SCHEME DETAILS

AMC Name : Indiabulls Mutual Fund
Fund Name : Indiabulls Equity Hybrid Fund - Regular (IDCW)
Contact Persone : Sumit Bhatnagar
Registered Address : 19th floor,Tower 1, One InternationalCenter, Prabhadevi(West)Mumbai - 400013
Telephone No : 022-61891328
Fax No. : 022-61891320
Email : customercare:indiabullsamc.com
Website : www.indiabullsamc.com