• Mutual Funds
  • Indiabulls Mutual Fund
  • Indiabulls Equity Hybrid Fund (Growth)
Indiabulls Mutual Fund

Indiabulls Equity Hybrid Fund (Growth)

HybridAggressive Hybrid

14.8936

NAV (Jan 27)

NA
Scripbox Opinion
Neutral
Click here for top ranked funds in aggressive hybrid mutual funds.

Aggressive hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.

This makes their performance difficult to assess.

With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

14.8936

NAV (Jan 27)

Fund Returns

Last 1Y

3.5%

Last 3Y

10.5%

Last 5Y

NA

Last 10Y

NA

Since Inception

NA

6 Month CAGR

6.8%

Scheme Information

Investment Objective

The Scheme seeks to generate periodic return and long term capital appreciation from a judicious mix of equity and debt instruments.

Expense Ratio

2.35

Launched (5y ago)

Dec 13, 2018

AUM in Crores

33.736

ISIN

INF666M01FJ4

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

17

Standard Deviation (5yr)

0

Beta (3yr)

1.12

Beta (5yr)

0

Sharpe Ratio (3yr)

0.463

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Sumit Bhatnagar

Fund Manager

Karan Singh

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Indiabulls Equity Hybrid Fund (Growth)70%NaN NaN%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-01-27

Top Stock Holdings

ccil

10.2%
10.2%

7.37% govt stock 2023

8.9%
8.9%

91 Days Treasury Bill 16-02-2023

8.8%
8.8%

hdfc bank ltd

7.1%
7.1%

reliance industries ltd

5.5%
5.5%
See all holdings

Allocation by Sector

financial services

26.9%
26.9%

consumer cyclical

8.1%
8.1%

technology

7%
7%

industrials

6.4%
6.4%

consumer defensive

5.9%
5.9%
See all sectors

Compare Indiabulls Equity Hybrid Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 21,281 cr

₹ 3,294 cr

₹ 949 cr

₹ 530 cr

₹ 2,750 cr

About the AMC

Indiabulls Asset Management Company Ltd.

Indiabulls Asset Management Company Ltd. manages assets worth 579 crores and was set up on 10 April 2008. It's current offering of mutual fund schemes includes 22 equity,85 debt and 14 hybrid funds.

amc-img

  • 022-61891300
  • customercare@indiabullsamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    10.5%

    %

    10.5%

    10.4%

    10.5%

    10.4%

    12.7%

    12%

    10.5%

    10.4%

    Indiabulls Equity Hybrid Fund (G) Review

    Indiabulls Equity Hybrid Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of null% over a period of 4 years. The fund is managed by Indiabulls Asset Management Company Ltd.. The fund managers are Karan Singh, Sumit Bhatnagar.

    Nav of Indiabulls Equity Hybrid Fund (G) as of 1/27/2023 is ₹14.89 with the total AUM as of 1/28/2023 is ₹33.736. With Scripbox you can compare and check the latest nav for all mutual funds in India. Indiabulls Equity Hybrid Fund (G) was launched on Dec 13, 2018. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Indiabulls Equity Hybrid Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

    What is Indiabulls Equity Hybrid Fund (G)?

    Indiabulls Equity Hybrid Fund (G) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

    How to invest in Indiabulls Equity Hybrid Fund (G)?

    You can invest in Indiabulls Equity Hybrid Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Indiabulls Equity Hybrid Fund (G)?

    The minimum sip amount for Indiabulls Equity Hybrid Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Indiabulls Equity Hybrid Fund (G) good to invest in?

    As per Scripbox experts, Indiabulls Equity Hybrid Fund (G) is a Neutral fund. You can investIndiabulls Equity Hybrid Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Indiabulls Equity Hybrid Fund (G)?

    The expense ratio of the Indiabulls Equity Hybrid Fund (G) is 2.35% for regular plan.