- Mutual Funds
- Indiabulls Mutual Fund
- Indiabulls Equity Hybrid Fund (RIDCW-A)
Formerly Indiabulls Equity Hybrid Reg DR
Indiabulls Equity Hybrid Fund (RIDCW-A)
₹ 14.5005
NAV (Aug 05)
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.
Scripbox Recommended Equity Funds
Want the large cap equity funds that are right for your long term equity investment needs?
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 14.5005
NAV (Aug 5)
Fund Returns
Last 1Y | 4.8% |
Last 3Y | 12.2% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 10.7% |
6 Month CAGR | -2.1% |
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 | 2.36 |
Launched (4y ago) | Dec 14, 2018 |
AUM in Crores | 31.397 |
ISIN | INF666M01FL0 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Fund Managers
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.
Asset allocation and Holdings
Top Stock Holdings
ccil
16.6%7.37% govt stock 2023
9.7%idbi bank ltd
6%hdfc bank ltd
5%icici bank ltd
5%Allocation by Sector
financial services
32.2%technology
8.5%consumer cyclical
7.5%industrials
7.2%energy
4.6%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 25,788 cr | ||
₹ 25,788 cr | ||
₹ 25,788 cr | ||
₹ 25,788 cr | ||
₹ 25,788 cr |
About the AMC
Indiabulls Asset Management Company Ltd.
Indiabulls Asset Management Company Ltd. manages assets worth 560 crores and was set up on 10 April 2008. It's current offering of mutual fund schemes includes 22 equity,76 debt and 23 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
3% | 6.4% | ||
2.5% | 3.5% | ||
- | 0.1% | ||
3% | 5% | ||
3% | 5% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsIndiabulls Equity Hybrid Fund (RIDCW-A) Review
Indiabulls Equity Hybrid Fund (RIDCW-A) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 10.7% over a period of 3 years. The fund was previously known as Indiabulls Equity Hybrid Reg DR. The fund is managed by Indiabulls Asset Management Company Ltd.. The fund managers are Karan Singh, Sumit Bhatnagar.
Nav of Indiabulls Equity Hybrid Fund (RIDCW-A) as of 8/5/2022 is ₹14.50 with the total AUM as of 8/6/2022 is ₹31.397. With Scripbox you can compare and check the latest nav for all mutual funds in India. Indiabulls Equity Hybrid Fund (RIDCW-A) was launched on Dec 14, 2018. The category risk of the fund is Very High Risk.
The minimum SIP amount for Indiabulls Equity Hybrid Fund (RIDCW-A) 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-A)?
How to invest in Indiabulls Equity Hybrid Fund (RIDCW-A)?
You can invest in Indiabulls Equity Hybrid Fund (RIDCW-A) 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-A)?
The minimum sip amount for Indiabulls Equity Hybrid Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Indiabulls Equity Hybrid Fund (RIDCW-A) good to invest in?
As per Scripbox experts, Indiabulls Equity Hybrid Fund (RIDCW-A) is a Neutral fund. You can investIndiabulls Equity Hybrid Fund (RIDCW-A) 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-A)?
The expense ratio of the Indiabulls Equity Hybrid Fund (RIDCW-A) is 2.36% for regular plan.