6M
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Fund Details
Indiabulls Equity Hybrid Fund Direct Dividend
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.61% |
| NAV | ₹12.40 (27 Nov 2020) |
|---|---|
| Fund Started | 12 Dec 2018 |
| Fund Size | ₹32 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
10.7%
-
-
3.9%
Category Average
8.6%
4.8%
8.8%
-
Rank Within Category
17
-
-
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month₹5,000
Estimated Value
as per Historical Returns
as per Historical Returns
₹0
with 10.7% annual returns
Comparison
Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 10.2% |
| GOI | Sovereign | GOI Sec | 8.0% |
| Tata Consultancy Services Ltd. | Technology | Equity | 7.4% |
| HDFC Bank Ltd. | Financial | Equity | 6.2% |
| Reliance Industries Ltd. | Energy | Equity | 5.6% |
| Titan Company Ltd. | Cons Durable | Equity | 4.3% |
| ICICI Bank Ltd. | Financial | Equity | 4.1% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.9% |
| Axis Bank Ltd. | Financial | Equity | 3.7% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 3.6% |
See All
Fund Managers
Vikrant Mehta
Malay Shah
Karan Singh
Veekesh Gandhi
Rajeev Desai
Indiabulls Equity Hybrid Fund Direct Dividend Details
Indiabulls Equity Hybrid Fund Direct Dividend is a Hybrid Mutual Fund Scheme launched by Essel Mutual Fund. This scheme was made available to investors on 12 Dec 2018. Malay Shah is the Current Fund Manager of Indiabulls Equity Hybrid Fund Direct Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹32 Cr and the Latest NAV as of 27 Nov 2020 is ₹12.40.
The Indiabulls Equity Hybrid Fund Direct Dividend is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500. Exit load of 1%, if redeemed within 7 days.
Investment Objective
The Scheme seeks to generate periodic return and long term capital appreciation from a judicious mix of equity and debt instruments.
Scheme Information Document(SID)
₹500
Min for First Investment
₹500
Min for Second Investment
Exit load of 1%, if redeemed within 7 days.
Exit Load
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About Essel Mutual Fund
Address
"Peerless Mansion", 3rd Floor, 1, Chowringhee Square, Kolkata 700069
Phone
033-40185000/ 022-61779922
Launch Date
04 Dec 2009
Website
NAIndiabulls Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Website
www.karvymfs.comSimilar Funds
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