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Indiabulls Equity Hybrid Fund

Indiabulls Equity Hybrid Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

12.43

as on 07 Dec 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,212 today.

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NAV Performance

Indiabulls Equity Hybrid Fund performance graph for last 3 years
Performance of Indiabulls Equity Hybrid Fund for last 3 Years

Fund Information

  • ₹ 17.315

    as on 07 Dec 2023
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 33 Cr.

    as on 31 May 2023
  • 2.35%

  • 13 Dec 2018

  • Hybrid - Aggressive Hybrid Fund

  • Nifty 50

  • 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

  • About Karan Singh

    Picture of Karan SinghMr. 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.
  • About Anupam Tiwari

    Picture of Anupam TiwariAnupam 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

Portfolio holdings pattern of Indiabulls Equity Hybrid Fund as on 08 Dec 2023 are listed below:

  • Equity Holdings:

    70.21%
  • Debt Holdings:

    26.22%
  • Others Holdings:

    3.57%

Top Sector Holdings of Indiabulls Equity Hybrid Fund

Name of SectorHolding PercentageHolding 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 StocksHolding PercentageHolding 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 TypeHolding PercentageHolding 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 InstrumentHolding PercentageHolding 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 TypeHolding Percentage
TREPS 3.22%
FD 0.44%
Net Receivables -0.09%