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  • Indiabulls Equity Hybrid Fund Inc Dist cum Cap Wdrl (Dividend Payout - Quarterly)

Formerly Indiabulls Equity Hybrid Reg Qt DP

Indiabulls Mutual Fund

Indiabulls Equity Hybrid Fund Inc Dist cum Cap Wdrl (Dividend Payout - Quarterly)

HybridAggressive Hybrid

16.2287

NAV (Oct 26)

18.3%
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

37 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

16.2287

NAV (Oct 26)

Fund Returns

Last 1Y
40.4%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
18.3%
6 Month CAGR
20%
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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

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Very High Risk

Expense Ratio
2.36
Launched (3y ago)
Dec 14, 2018
AUM in Crores
36.314
ISIN
INF666M01FO4
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%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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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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.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only
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    One click investing tracking
comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,356 cr

5

₹ 18,652 cr

5

₹ 1,957 cr

5

₹ 487 cr

5

₹ 3,398 cr

5

amc-icon

About the AMC

Indiabulls Asset Management Company Ltd.

Indiabulls Asset Management Company Ltd. manages assets worth 743 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.

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

    18.4%

    12.2%

    4.8%

    7.3%

    16.1%

    9.9%

    5.2%

    7%

    %

    3.5%

    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

    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

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers are millionaires
    We thrive on trust.

    We match your objectives to the right portfolio. World-class wealth management using science, data and technology, leveraged by our experience, and human touch. Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About Indiabulls Equity Hybrid Fund Inc Dist cum Cap Wdrl (D-Q)

    About Indiabulls Equity Hybrid Fund Inc Dist cum Cap Wdrl (D-Q)

    Indiabulls Equity Hybrid Fund Inc Dist cum Cap Wdrl (D-Q) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 18.3% over a period of 2 years. The fund was previously known as Indiabulls Equity Hybrid Reg Qt 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 (D-Q) 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 (D-Q) NAV,AUM,Risk

    The Indiabulls Equity Hybrid Fund Inc Dist cum Cap Wdrl (D-Q) fund was launched on Dec 14, 2018. The NAV (Net Asset Value) of this Aggressive Hybrid Hybrid fund as of 2021-10-26 is ₹16.23. The total AUM (Asset Under Management) of the fund as of 27/10/2021 is ₹36.314. The category risk of the Indiabulls Equity Hybrid Fund Inc Dist cum Cap Wdrl (D-Q) fund is Very High Risk. The fund charges 2.36 % as expense ratio.

    Indiabulls Equity Hybrid Fund Inc Dist cum Cap Wdrl (D-Q) Holdings

    The fund’s highest allocation is towards Equity and has invested 76.4% in this asset class. The top three holdings of the fund are , ccil , idbi bank ltd , 7.37% govt stock 2023 , hdfc bank ltd , reliance industries ltd , infosys ltd , icici bank ltd , larsen & toubro ltd , bank of india , housing development finance corp ltd , state bank of india , tata consultancy services ltd , kotak mahindra bank ltd , oracle financial services software ltd , itc ltd , hindustan unilever ltd , bharti airtel ltd , ambuja cements ltd , larsen & toubro infotech ltd , axis bank ltd , titan co ltd , multi commodity exchange of india ltd , hindalco industries ltd , hdfc life insurance company limited , nestle india ltd , dr reddy's laboratories ltd , ultratech cement ltd , hcl technologies ltd , sun pharmaceuticals industries ltd , nmdc ltd , icici lombard general insurance co ltd , divi's laboratories ltd , tata motors ltd , escorts ltd , avenue supermarts ltd , reliance industries ltd ordinary shares (partly paid rs.5) , net receivable/payable , pi industries ltd , jk cement ltd

    Indiabulls Equity Hybrid Fund Inc Dist cum Cap Wdrl (D-Q) 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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