- Mutual Funds
- Indiabulls Equity Hybrid Fund (RIDCW-6M)
Formerly Indiabulls Equity Hybrid Reg HY DR
Indiabulls Equity Hybrid Fund (RIDCW-6M)
₹ 15.5629
NAV (Jun 05)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 15.5629
NAV (Jun 5)
Fund Returns
Last 1Y | 11.2% |
Last 3Y | 17.9% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 10.3% |
6 Month CAGR | -0.1% |
Scheme Information
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 14, 2018 |
AUM in Crores | 33.349 |
ISIN | INF666M01FR7 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 11.6 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 1.1 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.176 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Indiabulls Equity Hybrid Fund (RIDCW-6M) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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.
Asset allocation and Holdings
Top Stock Holdings
182 Days Treasury Bill 07-09-2023
14.4%07.06 goi 2028
11.8%hdfc bank ltd
7.3%icici bank ltd
6.3%reliance industries ltd
5.6%Allocation by Sector
financial services
28.3%consumer cyclical
9%consumer defensive
7.6%technology
7.1%energy
5.6%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 21,435 cr | ||
₹ 8,756 cr | ||
₹ 6,472 cr | ||
₹ 2,760 cr | ||
₹ 3,233 cr |
About the AMC
Groww Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
2.8% | 5.1% | ||
19.2% | 10.4% | ||
4.1% | 7% | ||
21.3% | 7.6% | ||
3.5% | 6.3% |
Indiabulls Equity Hybrid Fund (RIDCW-6M) Review
Indiabulls Equity Hybrid Fund (RIDCW-6M) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 10.3% over a period of 4 years. The fund was previously known as Indiabulls Equity Hybrid Reg HY DR. The fund is managed by Indiabulls Asset Management Company Ltd.. The fund managers are Anupam Tiwari, Karan Singh.
Nav of Indiabulls Equity Hybrid Fund (RIDCW-6M) as of 6/5/2023 is ₹15.56 with the total AUM as of 6/6/2023 is ₹33.349. With Scripbox you can compare and check the latest nav for all mutual funds in India. Indiabulls Equity Hybrid Fund (RIDCW-6M) was launched on Dec 14, 2018. The category risk of the fund is High Risk.
The minimum SIP amount for Indiabulls Equity Hybrid Fund (RIDCW-6M) 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 (RIDCW-6M)?
How to invest in Indiabulls Equity Hybrid Fund (RIDCW-6M)?
You can invest in Indiabulls Equity Hybrid Fund (RIDCW-6M) 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 (RIDCW-6M)?
The minimum sip amount for Indiabulls Equity Hybrid Fund (RIDCW-6M) is ₹1000. You can invest in multiples of ₹5000.
Is Indiabulls Equity Hybrid Fund (RIDCW-6M) good to invest in?
As per Scripbox experts, Indiabulls Equity Hybrid Fund (RIDCW-6M) is a Not Reviewed Yet fund. You can investIndiabulls Equity Hybrid Fund (RIDCW-6M) 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 (RIDCW-6M)?
The expense ratio of the Indiabulls Equity Hybrid Fund (RIDCW-6M) is 2.35% for regular plan.