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  • Indiabulls Equity Hybrid Fund (Dividend Payout - Quarterly)

Formerly Indiabulls Equity Hybrid Reg Qt DP

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Indiabulls Equity Hybrid Fund (Dividend Payout - Quarterly)

HybridAggressive Hybrid

16.5768

NAV (Jun 06)

NA
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

16.5768

NAV (Jun 6)

Fund Returns

Last 1Y
11.9%
Last 3Y
19.9%
Last 5Y
NA
Last 10Y
NA
Since Inception
11.9%
6 Month CAGR
0.2%

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 14, 2018
AUM in Crores
33.349
ISIN
INF666M01FO4
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.6
Standard Deviation (5yr)
0
Beta (3yr)
1.12
Beta (5yr)
0
Sharpe Ratio (3yr)
1.251
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Karan Singh

Fund Manager

Anupam Tiwari

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Indiabulls Equity Hybrid Fund (Dividend Payout - Quarterly)70%NaN NaN%
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.

Asset allocation and Holdings

Last updated on 2023-06-06

Top Stock Holdings

182 Days Treasury Bill 07-09-2023

14.4%
14.4%

07.06 goi 2028

11.8%
11.8%

hdfc bank ltd

7.3%
7.3%

icici bank ltd

6.3%
6.3%

reliance industries ltd

5.6%
5.6%
See all holdings

Allocation by Sector

financial services

28.3%
28.3%

consumer cyclical

9%
9%

consumer defensive

7.6%
7.6%

technology

7.1%
7.1%

energy

5.6%
5.6%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Tata Balanced Advantage Fund (G)
Tata Balanced Advantage Fund (G)

₹ 6,472 cr

₹ 8,756 cr

₹ 21,435 cr

₹ 422 cr

₹ 2,760 cr

About the AMC

Groww Mutual Fund

Indiabulls Asset Management Company Ltd. manages assets worth 523 crores and was set up on April 10, 2008. It's current offering of mutual fund schemes includes 22 equity,85 debt and 14 hybrid funds.amc-img
80501 80222
support@growwmf.in
Fund NameScripbox Opinion
Till Date CAGR

18.9%

10.4%

2.8%

5.1%

4.1%

7%

20.6%

7.6%

3.5%

6.3%

Indiabulls Equity Hybrid Fund (D-Q) Review

Indiabulls Equity Hybrid Fund (D-Q) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 11.9% over a period of 4 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 Anupam Tiwari, Karan Singh.

Nav of Indiabulls Equity Hybrid Fund (D-Q) as of 6/6/2023 is ₹16.58 with the total AUM as of 6/7/2023 is ₹33.349. With Scripbox you can compare and check the latest nav for all mutual funds in India. Indiabulls Equity Hybrid Fund (D-Q) was launched on Dec 14, 2018. The category risk of the fund is High Risk.

The minimum SIP amount for Indiabulls Equity Hybrid Fund (D-Q) 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 (D-Q)?

Indiabulls Equity Hybrid Fund (D-Q) 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 (D-Q)?

You can invest in Indiabulls Equity Hybrid Fund (D-Q) 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 (D-Q)?

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

Is Indiabulls Equity Hybrid Fund (D-Q) good to invest in?

As per Scripbox experts, Indiabulls Equity Hybrid Fund (D-Q) is a Not Reviewed Yet fund. You can investIndiabulls Equity Hybrid Fund (D-Q) 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 (D-Q)?

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