Fund Performance
Lumpsum
SIP
12.43
as on 07 Dec 20233 Years
Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,212 today.
NAV Performance
Fund Information
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₹ 17.315
as on 07 Dec 2023 -
Regular - Growth
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-
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₹ 500
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₹ 33 Cr.
as on 31 May 2023 -
2.35%
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13 Dec 2018
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Nifty 50
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Indiabulls Mutual Fund
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Highlights of this fund
Indiabulls Equity Hybrid Fund is an Open-ended Hybrid Fund. The fund belongs to Aggressive Hybrid Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 13 Dec 2018. This fund is offered by one of the top AMC (Assets Management Company) Indiabulls Mutual Fund. You can also view here all other Hybrid funds offered by Indiabulls Mutual Fund.
Latest NAV of the fund is ₹ 17.315 as on 07 Dec 2023.
This fund has 4 years of track record. Since 31 Mar 2023 expense ratio of this fund is 2.35%. Ideally you shoulds compare this fund with the benchmark Nifty 50.
You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 500.
Fund Objective
To generate periodic returns and long term capital appreciation from a judicious mix of equity and debt instruments.
List of Fund Managers of Indiabulls Equity Hybrid Fund
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About Karan Singh
Mr. Singh is B.A (Honours) in Economics, PGDBF & CFA - Level 1 Prior to joining IndiaBulls Mutual Fund he has worked with Taurus Corporate Advisory Services Ltd., DIOS Capital, Invesco Asset Management Company Ltd., Fidelity Investments and ICRA Ltd.
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About Anupam Tiwari
Anupam Tiwari is an Equity Fund Manager at Axis AMC. He joined Axis AMC in September 2016. Prior to this, he worked with Reliance Life Insurance & Principal PNB Asset Management as a Fund Manager. He started his career as an Equity Analyst with Reliance Capital AMC in 2005.
Riskometer : Risk associated with this fund
Investors understand that their principal will be at High Risk
Fund Return Comparison
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Category Best | 8.31% | 10.10% | 26.05% | 30.30% | 27.59% | 26.18% | 22.33% | 18.77% | 46.96% | 29.16% | 23.29% | 24.86% | 18.19% |
| Category Average | 5.26% | 4.82% | 12.29% | 15.68% | 11.46% | 15.97% | 13.64% | 13.64% | 25.24% | 17.12% | 14.60% | 15.92% | 12.83% |
| Indiabulls Equity Hybrid Fund | 5.94%₹ 10,594 | 6.02%₹ 10,602 | 10.25%₹ 11,024 | 11.53%₹ 11,153 | 20.62%₹ 13,298 | 8.92%₹ 11,863 | 14.53%₹ 27,725 | 12.43%₹ 14,212 | 13.14%₹ 83,422 | - | - | - | - |
| ICICI Prudential Equity & Debt Fund | 6.17%₹ 10,617 | 7.52%₹ 10,752 | 17.99%₹ 11,798 | 22.67%₹ 12,266 | 32.98%₹ 14,044 | 18.35%₹ 14,007 | 23.25%₹ 30,050 | 26.18%₹ 20,088 | 22.29%₹ 49,830 | 19.32%₹ 24,202 | 22.93%₹ 1,05,963 | 17.39%₹ 49,764 | 17.05%₹ 2,93,692 |
| Kotak Equity Hybrid | 5.54%₹ 10,553 | 4.05%₹ 10,404 | 12.09%₹ 11,208 | 15.44%₹ 11,543 | 23.22%₹ 13,457 | 11.27%₹ 12,380 | 16.50%₹ 28,243 | 17.41%₹ 16,186 | 14.78%₹ 44,837 | 16.36%₹ 21,337 | 17.43%₹ 92,714 | - | - |
| HDFC Hybrid Equity Fund | 5.20%₹ 10,519 | 3.33%₹ 10,332 | 8.56%₹ 10,856 | 13.50%₹ 11,349 | 18.62%₹ 13,176 | 12.17%₹ 12,582 | 15.83%₹ 28,068 | 17.52%₹ 16,231 | 14.59%₹ 44,712 | 14.32%₹ 19,530 | 16.40%₹ 90,398 | 13.26%₹ 34,772 | 12.32%₹ 2,27,939 |
| Sundaram Equity Hybrid Fund | 1.80%₹ 10,179 | 0.49%₹ 10,048 | 10.54%₹ 11,054 | - | - | - | - | - | - | - | - | - | - |
| Canara Robeco Equity Hybrid Fund | 6.54%₹ 10,654 | 5.64%₹ 10,564 | 11.94%₹ 11,193 | 14.99%₹ 11,499 | 24.15%₹ 13,514 | 9.95%₹ 12,089 | 16.07%₹ 28,131 | 14.51%₹ 15,016 | 13.38%₹ 43,941 | 14.57%₹ 19,745 | 15.18%₹ 87,724 | 14.97%₹ 40,386 | 13.41%₹ 2,41,599 |
Portfolio Holdings
Top Sector Holdings of Indiabulls Equity Hybrid Fund
| Name of Sector | Holding Percentage | Holding Values in Crore |
|---|---|---|
| Banks | 22.40% | ₹ 7.67 Cr. |
| Computers - Software | 7.33% | ₹ 2.50 Cr. |
| Refineries/Marketing | 5.59% | ₹ 1.91 Cr. |
| Engineering, designing, construction | 3.65% | ₹ 1.25 Cr. |
| Cigarettes | 3.59% | ₹ 1.23 Cr. |
| Others | 57.44% | - |
Top Stock Holdings of Indiabulls Equity Hybrid Fund
| Name of Stocks | Holding Percentage | Holding Values in Crore |
|---|---|---|
| ICICI Bank Ltd. | 7.13% | ₹ 2.44 Cr. |
| HDFC Bank Ltd. | 6.46% | ₹ 2.21 Cr. |
| Reliance Industries Ltd. | 5.59% | ₹ 1.91 Cr. |
| Infosys Ltd. | 4.25% | ₹ 1.45 Cr. |
| Larsen & Toubro Ltd. | 3.65% | ₹ 1.25 Cr. |
| Others | 72.92% | - |
Top Debt Instrument Type holdings of Indiabulls Equity Hybrid Fund
| Instrument Type | Holding Percentage | Holding Values in Crore |
|---|---|---|
| T-Bills | 14.37% | ₹ 4.91 Cr. |
| GOI | 11.85% | ₹ 4.05 Cr. |
| Others | 73.78% | - |
Top Debt Holdings of Indiabulls Equity Hybrid Fund
| Name of Debt Instrument | Holding Percentage | Holding Values in Crore |
|---|---|---|
| Bond - T-Bill | 14.37% | ₹ 4.91 Cr. |
| Bond - Govt of India | 11.85% | ₹ 4.05 Cr. |
| Others | 73.78% |
Other Holdings
| Holding Type | Holding Percentage |
|---|---|
| TREPS | 3.22% |
| FD | 0.44% |
| Net Receivables | -0.09% |