₹ 13.1801
NAV (Mar 04)
Neutral
However, Scripbox does not recommend investing in aggressive hybrid mutual funds.
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
3 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.
Relative Size
32 Cr. Negligible within the category
Category View
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Poor. The historical performance of the fund has been poor
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Scheme Information
The Scheme seeks to generate periodic return and long term capital appreciation from a judicious mix of equity and debt instruments.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
2.36 %
Expense Ratio
Dec 14, 2018
Launched (3y ago)
₹ 32
AUM in Crores
INF666M01FR7
ISIN
No Lock-in
Lock-in
CRISIL Hybrid 35+65 - Agg TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Hybrid Funds
Aggressive Hybrid
26 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
Conservative Hybrid
18 Years
Age
Track Record
Multi Asset Allocation
16 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
About the AMC
Indiabulls Asset Management Company Ltd.
Indiabulls Asset Management Company Ltd. manages assets worth 619 crores and was set up on 10 April 2008. It's current offering of mutual fund schemes includes 22 equity,72 debt and 23 hybrid funds.
Liquid
Top Ranked
₹ 117 Cr
Fund Size
5.7%
3Y returns
Liquid
Top Ranked
₹ 117 Cr
Fund Size
4.3%
3Y returns
Liquid
Top Ranked
₹ 117 Cr
Fund Size
4.2%
3Y returns
Liquid
Top Ranked
₹ 117 Cr
Fund Size
4.3%
3Y returns
Liquid
Top Ranked
₹ 117 Cr
Fund Size
4.2%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Indiabulls Equity Hybrid Fund (DR-6M) is a aggressive hybrid hybrid fund and has delivered an annualised return of 13.2% over a period of 3 years ..The fund is managed by Indiabulls Asset Management Company Ltd..The fund managers are Karan Singh, Malay Shah, Rajeev Desai, Veekesh Gandhi, Vikrant Mehta
The Scheme seeks to generate periodic return and long term capital appreciation from a judicious mix of equity and debt instruments. However, there is no assurance that the objective of the scheme will be realized.
The Indiabulls Equity Hybrid Fund (DR-6M) fund was launched on Dec 14, 2018. The NAV (Net Asset Value) of this aggressive hybrid hybrid as of 2021-03-04 is ₹ 13.1801. The total AUM (Asset Under Management) of the fund as of 2021-03-04 is ₹ 31.696. The category risk of the Indiabulls Equity Hybrid Fund (DR-6M) fund is Very High Risk. The fund charges 2.36 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 81.7% in this asset class. The top three holdings of the fund are 7.37% govt stock 2023,hdfc bank ltd and tata consultancy services ltd
The minimum SIP (Systematic Investment Plan) amount for this 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.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 35+65 - Agg TR INR
Indiabulls Equity Hybrid Fund (DR-6M) has a score of 2 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, Indiabulls Equity Hybrid Fund (DR-6M) has a score of 1 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.