• Mutual Funds
  • Indiabulls Mutual Fund
  • Indiabulls Equity Hybrid Fund (RIDCW-A)

Formerly Indiabulls Equity Hybrid Reg DR

Indiabulls Mutual Fund

Indiabulls Equity Hybrid Fund (RIDCW-A)

HybridAggressive Hybrid

14.5005

NAV (Aug 05)

10.7%
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 ->

Fund Size

₹ 31 Cr

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

View all 7 analysis

View Less

Invest in this fund

Scripbox Recommended Equity Funds

Want the large cap equity funds that are right for your long term equity investment needs?

Learn more

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

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

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

2.36

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

Sumit Bhatnagar

Fund Manager

Karan Singh

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-08-05

Top Stock Holdings

ccil

16.6%
16.6%

7.37% govt stock 2023

9.7%
9.7%

idbi bank ltd

6%
6%

hdfc bank ltd

5%
5%

icici bank ltd

5%
5%
See all holdings

Allocation by Sector

financial services

32.2%
32.2%

technology

8.5%
8.5%

consumer cyclical

7.5%
7.5%

industrials

7.2%
7.2%

energy

4.6%
4.6%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Kotak Equity Arbitrage Fund (G)
Kotak Equity Arbitrage Fund (G)

₹ 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.

amc-img

  • 022-61891300
  • customercare@indiabullsamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    3%

    6.4%

    2.5%

    3.5%

    -

    0.1%

    3%

    5%

    3%

    5%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Indiabulls 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)?

    Indiabulls Equity Hybrid Fund (RIDCW-A) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    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.