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

Mar 22, 2023

Category

Hybrid

AUM (Cr.)

32.74

Exit Load (%)

1.00

Min Inv Lumpsum

500

Expense Ratio

0.00

Sharpe Ratio

3.83

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-H) -1.3 -0.97 1.87 18.41 0 9.36
Benchmark - CRISIL Hybrid 35+65 - Aggressive index 0 0 0 0 0 0
Category Average - BEST HYBRID PERFORMERS -1.44 -2.51 0.96 20.94 9.47 11.53
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
DSP Equity & Bond Fund - (G) 225.2860 0.43 -0.24 17.71 9.78 7,358.60 0.00 500.00 invest
AXIS Equity Hybrid Fund - Regular (G) 14.2700 0.42 -6.18 15.97 0.00 1,699.11 2.17 500.00 invest
Bank of India Mid & Small Cap Equity & Debt Fund (G) 22.2800 0.41 -0.54 28.30 9.69 380.12 2.67 5,000.00 invest
PGIM India Hybrid Equity Fund (G) 92.7300 0.38 2.29 18.67 7.25 217.11 2.38 5,000.00 invest
SBI Equity Hybrid Fund (IDCW) 41.7786 -91.02 -2.65 17.70 10.00 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 Feb 28, 2023 3.75 11.46 87.50
Govt. Securities-GSEC2023 Feb 28, 2023 3.00 9.17 -0.12
T Bills-TBILL-182D Feb 28, 2023 2.96 9.06 0.00
Equity-HDFC Bank Feb 28, 2023 2.39 7.31 -0.24
Equity-Reliance Industr Feb 28, 2023 1.97 6.02 -1.33
Equity-ICICI Bank Feb 28, 2023 1.95 5.97 2.76
Equity-Infosys Feb 28, 2023 1.64 5.00 -3.01
Equity-H D F C Feb 28, 2023 1.11 3.39 -6.04
Equity-St Bk of India Feb 28, 2023 1.11 3.38 -5.54
Equity-ITC Feb 28, 2023 1.04 3.16 -6.67

latest news

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

Indiabulls Mutual Fund Announces Resignation of Key Personnel

Indiabulls Mutual Fund has announced that Jayraj Panchal, Chief Risk Office...

Aug 23, 2022 10:29

SCHEME DETAILS

AMC Name : Indiabulls Mutual Fund
Fund Name : Indiabulls Equity Hybrid Fund - Regular (IDCW-H)
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