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    • Indiabulls Equity Hybrid Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    Formerly Indiabulls Equity Hybrid Reg DP

    Indiabulls Mutual Fund

    Indiabulls Equity Hybrid Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    HybridAggressive Hybrid

    14.6481

    NAV (Sep 23)

    14.7%
    Till Date CAGR
    Scripbox Opinion

    Not Recommended

    Click here for top ranked funds in aggressive hybrid mutual funds.

    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.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    3 Years. The Fund has a Short history for analysis. We recommend funds with longer history.

    Relative Size

    35 Cr. Negligible within the category

    Category View

    Neutral. The category has a neutral investment outlook

    Consistency Of Performance

    Relatively moderate. The historical performance of the fund has been OK

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      Historical growth rate of 12% per annum
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      Recommended Duration 1 - 5 years
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      No Lock-in
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      Expert Investing Only

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    Historical NAV

    14.6481

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    42.4%
    Last 3Y
    NA
    Last 5Y
    NA
    Last 10Y
    NA
    Since Inception
    14.7%
    6 Month CAGR
    12%
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.36
    Launched (3y ago)
    Dec 14, 2018
    AUM in Crores
    34.887
    ISIN
    INF666M01FK2
    Lock-in
    No Lock-in
    Benchmark
    CRISIL Hybrid 35+65 - Agg TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Karan Singh

    Fund Manager

    user-avatar

    Sumit Bhatnagar

    Fund Manager

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    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    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.

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    • Inflation beating returns
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    comparison

    Comparison with Hybrid Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

    ₹ 8,309 cr

    5

    ₹ 17,879 cr

    5

    ₹ 3,363 cr

    5

    ₹ 2,644 cr

    5

    ₹ 1,921 cr

    5

    amc-icon

    About the AMC

    Indiabulls Asset Management Company Ltd.

    Indiabulls Asset Management Company Ltd. manages assets worth 703 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.

    amc-img

  • tel-amc-about
    022-61891300
  • mail-amc-about
    customercare@indiabullsamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    12.7%

    11.8%

    4.9%

    7.3%

    5.4%

    7.1%

    11.5%

    9.4%

    %

    3.6%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Indiabulls Equity Hybrid Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    About Indiabulls Equity Hybrid Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    Indiabulls Equity Hybrid Fund Inc Dist cum Cap Wdrl (PIDCW-A) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 14.7% over a period of 2 years. The fund was previously known as Indiabulls Equity Hybrid Reg DP . The fund is managed by Indiabulls Asset Management Company Ltd.. The fund managers are Karan Singh, Sumit Bhatnagar

    Indiabulls Equity Hybrid Fund Inc Dist cum Cap Wdrl (PIDCW-A) 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 is no assurance that the objective of the scheme will be realized.

    Indiabulls Equity Hybrid Fund Inc Dist cum Cap Wdrl (PIDCW-A) NAV,AUM,Risk

    The Indiabulls Equity Hybrid Fund Inc Dist cum Cap Wdrl (PIDCW-A) fund was launched on Dec 14, 2018. The NAV (Net Asset Value) of this Aggressive Hybrid Hybrid fund as of 2021-09-23 is ₹14.65. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹34.887. The category risk of the Indiabulls Equity Hybrid Fund Inc Dist cum Cap Wdrl (PIDCW-A) fund is Very High Risk. The fund charges 2.36 % as expense ratio.

    Indiabulls Equity Hybrid Fund Inc Dist cum Cap Wdrl (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 73.3% in this asset class. The top three holdings of the fund are , ccil , 7.37% govt stock 2023 , idbi bank ltd , hdfc bank ltd , reliance industries ltd , icici bank ltd , larsen & toubro ltd , housing development finance corp ltd , bank of india , infosys ltd , state bank of india , tata consultancy services ltd , oracle financial services software ltd , itc ltd , kotak mahindra bank ltd , hindustan unilever ltd , bharti airtel ltd , ambuja cements ltd , bajaj finance ltd , larsen & toubro infotech ltd , axis bank ltd , hindalco industries ltd , multi commodity exchange of india ltd , titan co ltd , nestle india ltd , ultratech cement ltd , hdfc life insurance company limited , escorts ltd , dr reddy's laboratories ltd , nmdc ltd , tata motors ltd , icici lombard general insurance co ltd , divi's laboratories ltd , avenue supermarts ltd , reliance industries ltd - pp shares , jk cement ltd , pi industries ltd

    Indiabulls Equity Hybrid Fund Inc Dist cum Cap Wdrl (PIDCW-A) Sip

    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.

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