How to Invest in Indiabulls Equity Hybrid Fund Direct IDCW?

You can easily invest in Indiabulls Equity Hybrid Fund Direct IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Indiabulls Equity Hybrid Fund Direct IDCW from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Indiabulls Equity Hybrid Fund Direct IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Indiabulls Equity Hybrid Fund Direct IDCW provide?

The Indiabulls Equity Hybrid Fund Direct IDCW has been there from 13 Dec 2018 and the average annual returns provided by this fund is 1.39% since its inception.

How much expense ratio is charged by Indiabulls Equity Hybrid Fund Direct IDCW?

The term Expense Ratio used for Indiabulls Equity Hybrid Fund Direct IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Indiabulls Equity Hybrid Fund Direct IDCW is 1.55% as of 03 Feb 2023...

What is the AUM of Indiabulls Equity Hybrid Fund Direct IDCW?

The AUM, short for Assets Under Management of Indiabulls Equity Hybrid Fund Direct IDCW is ₹33.85Cr as of 03 Feb 2023.

How to Redeem Indiabulls Equity Hybrid Fund Direct IDCW?

If you want to sell your Indiabulls Equity Hybrid Fund Direct IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Indiabulls Equity Hybrid Fund Direct IDCW?

You can select either SIP or Lumpsum investment of Indiabulls Equity Hybrid Fund Direct IDCW based on your investment objective and risk tolerance.

What is the NAV of Indiabulls Equity Hybrid Fund Direct IDCW?

The NAV of Indiabulls Equity Hybrid Fund Direct IDCW is ₹16.01 as of 02 Feb 2023.

What is the PE and PB ratio of Indiabulls Equity Hybrid Fund Direct IDCW?

The PE ratio ratio of Indiabulls Equity Hybrid Fund Direct IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Indiabulls Equity Hybrid Fund Direct IDCW - NAV, Mutual Fund Performance & Portfolio

Indiabulls Equity Hybrid Fund Direct IDCW
Hybrid
Aggressive Hybrid
Very High Risk
Payout
12.67%
3Y annualised
+0.22% 1D
1M
6M
1Y
3Y
All
 NAV: 02 Feb 2023₹16.01
Min. SIP amount₹500
Rating3
Fund size₹33.85Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA1.4%12.7%12.2%
Category averageNA-0.5%12.0%NA
Rank with in categoryNA1520NA
Understand terms
Holdings (31)NameSectorInstrumentAssets
GOISovereignGOI Sec8.9%
Reserve Bank of India
FinancialT-Bills8.8%
HDFC Bank Ltd.FinancialEquity7.2%
Reliance Industries Ltd.EnergyEquity5.6%
ICICI Bank Ltd.FinancialEquity5.5%
Infosys Ltd.TechnologyEquity4.9%
State Bank of IndiaFinancialEquity3.8%
Housing Development Finance Corporation Ltd.FinancialEquity3.5%
Container Corporation Of India Ltd.ServicesEquity3.3%
Bharti Airtel Ltd.CommunicationEquity3.2%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
30 Nov 2022 - Present
1.55%
30 Nov 2022 - 30 Nov 2022
1.55%
31 Oct 2022 - 30 Nov 2022
1.55%
31 Oct 2022 - 31 Oct 2022
1.55%
31 Oct 2022 - 31 Oct 2022
1.55%
30 Sep 2022 - 31 Oct 2022
1.55%
30 Sep 2022 - 30 Sep 2022
1.55%
30 Sep 2022 - 30 Sep 2022
1.55%
31 Aug 2022 - 30 Sep 2022
0.61%
31 Aug 2022 - 31 Aug 2022
0.61%
31 Jul 2022 - 31 Aug 2022
0.61%
31 Jul 2022 - 31 Jul 2022
0.61%
30 Jun 2022 - 31 Jul 2022
0.61%
30 Jun 2022 - 30 Jun 2022
0.61%
31 May 2022 - 30 Jun 2022
0.61%
31 May 2022 - 31 May 2022
0.61%
30 Apr 2022 - 31 May 2022
0.61%
31 Mar 2022 - 30 Apr 2022
0.61%
31 Mar 2022 - 31 Mar 2022
0.61%
28 Feb 2022 - 31 Mar 2022
0.61%
28 Feb 2022 - 28 Feb 2022
0.61%
31 Jan 2022 - 28 Feb 2022
0.61%
31 Jan 2022 - 31 Jan 2022
0.61%
31 Dec 2021 - 31 Jan 2022
0.61%
31 Dec 2021 - 31 Dec 2021
0.61%
30 Nov 2021 - 31 Dec 2021
0.61%
30 Nov 2021 - 30 Nov 2021
0.61%
31 Oct 2021 - 30 Nov 2021
0.61%
31 Oct 2021 - 31 Oct 2021
0.61%
30 Sep 2021 - 31 Oct 2021
0.61%
30 Sep 2021 - 30 Sep 2021
0.61%
31 Aug 2021 - 30 Sep 2021
0.61%
31 Aug 2021 - 31 Aug 2021
0.61%
31 Jul 2021 - 31 Aug 2021
0.61%
31 Jul 2021 - 31 Jul 2021
0.61%
30 Jun 2021 - 31 Jul 2021
0.61%
30 Jun 2021 - 30 Jun 2021
0.61%
31 May 2021 - 30 Jun 2021
0.61%
31 May 2021 - 31 May 2021
0.61%
30 Apr 2021 - 31 May 2021
0.61%
30 Apr 2021 - 30 Apr 2021
0.61%
31 Mar 2021 - 30 Apr 2021
0.61%
31 Mar 2021 - 31 Mar 2021
0.61%
28 Feb 2021 - 31 Mar 2021
0.61%
28 Feb 2021 - 28 Feb 2021
0.61%
31 Jan 2021 - 28 Feb 2021
0.61%
31 Jan 2021 - 31 Jan 2021
0.61%
31 Dec 2020 - 31 Jan 2021
0.61%
31 Dec 2020 - 31 Dec 2020
0.61%
30 Nov 2020 - 31 Dec 2020
0.61%
30 Nov 2020 - 30 Nov 2020
0.61%
31 Oct 2020 - 30 Nov 2020
0.61%
31 Oct 2020 - 31 Oct 2020
0.61%
30 Sep 2020 - 31 Oct 2020
0.61%
30 Sep 2020 - 30 Sep 2020
0.61%
31 Jul 2020 - 30 Sep 2020
0.61%
31 Jul 2020 - 31 Jul 2020
0.61%
30 Jun 2020 - 31 Jul 2020
0.61%
31 May 2020 - 30 Jun 2020
0.61%
30 Apr 2020 - 31 May 2020
0.61%
31 Mar 2020 - 30 Apr 2020
0.46%
29 Feb 2020 - 31 Mar 2020
0.61%
31 Jan 2020 - 29 Feb 2020
0.61%
31 Dec 2019 - 31 Jan 2020
0.61%
30 Nov 2019 - 31 Dec 2019
0.61%
31 Oct 2019 - 30 Nov 2019
0.61%
30 Sep 2019 - 31 Oct 2019
0.61%
31 Aug 2019 - 30 Sep 2019
0.61%
31 Jul 2019 - 31 Aug 2019
0.61%
30 Jun 2019 - 31 Jul 2019
0.61%
31 May 2019 - 30 Jun 2019
0.61%
30 Apr 2019 - 31 May 2019
0.61%
31 Mar 2019 - 30 Apr 2019
0.91%
28 Feb 2019 - 31 Mar 2019
0.91%
31 Jan 2019 - 28 Feb 2019
0.91%
Expense ratio, exit load and taxExpense ratio: 1.55%Inclusive of GST
Exit loadExit load of 1%, if redeemed within 7 days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500
Fund managementSumit Bhatnagar
May 2021 - Present
View details
Education
Mr. Bhatnagar is an MBA (Investment Management) from University of Toronto, Canada and CFA Charter (USA).
Experience
Prior to joining Indiabulls Mutual Fund he has worked with SEBI.
Also manages these schemes
Indiabulls Bluechip Fund Growth
Indiabulls Bluechip Fund IDCW
Indiabulls Bluechip Direct Fund Growth
Indiabulls Bluechip Direct Fund IDCW
Indiabulls Arbitrage Fund Direct Growth
Indiabulls Arbitrage Fund Regular Growth
Indiabulls Value Fund Direct Growth
Indiabulls Value Fund Direct IDCW
Indiabulls Value Fund Regular Growth
Indiabulls Value Fund Regular IDCW
Indiabulls Savings Income Fund Direct Growth
Indiabulls Savings Income Fund Direct IDCW Monthly
Indiabulls Savings Income Fund Regular IDCW Monthly
Indiabulls Savings Income Fund Regular Growth
Indiabulls Arbitrage Fund Direct IDCW Monthly
Indiabulls Arbitrage Fund Regular IDCW Monthly
Indiabulls Arbitrage Fund Direct IDCW Quarterly
Indiabulls Arbitrage Fund Regular IDCW Quarterly
Indiabulls Arbitrage Fund Direct IDCW Half Yearly
Indiabulls Arbitrage Fund Regular IDCW Half Yearly
Indiabulls Arbitrage Fund Direct IDCW Yearly
Indiabulls Arbitrage Fund Regular IDCW Yearly
Indiabulls Bluechip Direct IDCW Monthly
Indiabulls Bluechip Regular IDCW Monthly
Indiabulls Bluechip Direct IDCW Quarterly
Indiabulls Bluechip Regular IDCW Quarterly
Indiabulls Bluechip Regular IDCW Half Yearly
Indiabulls Bluechip Direct IDCW Half Yearly
Indiabulls Value Fund Direct IDCW Monthly
Indiabulls Value Fund Regular IDCW Monthly
Indiabulls Value Fund Direct IDCW Quarterly
Indiabulls Value Fund Regular IDCW Quarterly
Indiabulls Value Fund Direct IDCW Half Yearly
Indiabulls Value Fund Regular IDCW Half Yearly
Indiabulls Tax Savings Fund Direct IDCW
Indiabulls Tax Savings Fund Direct Growth
Indiabulls Tax Savings Fund Regular IDCW
Indiabulls Tax Savings Fund Regular Growth
Indiabulls Savings Income Fund Regular IDCW Quarterly
Indiabulls Equity Hybrid Fund Direct Growth
Indiabulls Equity Hybrid Fund Direct IDCW
Indiabulls Equity Hybrid Fund Direct IDCW Quarterly
Indiabulls Equity Hybrid Fund Direct IDCW Half Yearly
Indiabulls Equity Hybrid Fund Regular IDCW
Indiabulls Equity Hybrid Fund Regular IDCW Monthly
Indiabulls Equity Hybrid Fund Regular Growth
Indiabulls Equity Hybrid Fund Direct IDCW Monthly
Indiabulls Equity Hybrid Fund Regular IDCW Quarterly
Indiabulls Equity Hybrid Fund Regular IDCW Half Yearly
Indiabulls Nifty 50 ETF
Karan Singh
May 2020 - Present
View details
Education
Mr. Singh is B.A (Honours) in Economics, PGDBF & CFA - Level 1
Experience
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.
Also manages these schemes
Indiabulls Liquid Fund Growth
Indiabulls Liquid Fund IDCW Daily
Indiabulls Liquid Fund IDCW Weekly
Indiabulls Liquid Fund IDCW Fortnightly
Indiabulls Liquid Fund IDCW Monthly
Indiabulls Ultra Short Term Fund Growth
Indiabulls Ultra Short Term Fund IDCW Weekly
Indiabulls Ultra Short Term Fund IDCW Fortnightly
Indiabulls Ultra Short Term Fund IDCW Monthly
Indiabulls Ultra Short Term Fund IDCW Daily
Indiabulls Gilt Fund Direct Growth
Indiabulls Gilt Fund Direct IDCW Weekly
Indiabulls Gilt Fund Direct IDCW Fortnightly
Indiabulls Gilt Fund Direct IDCW Monthly
Indiabulls Gilt Fund Growth
Indiabulls Gilt Fund IDCW Weekly
Indiabulls Gilt Fund IDCW Fortnightly
Indiabulls Gilt Fund IDCW Monthly
Indiabulls Liquid Direct Fund Growth
Indiabulls Liquid Direct Fund IDCW Daily
Indiabulls Liquid Direct Fund IDCW Weekly
Indiabulls Liquid Direct Fund IDCW Fortnightly
Indiabulls Liquid Direct Fund IDCW Monthly
Indiabulls Ultra Short Term Direct Fund Growth
Indiabulls Ultra Short Term Direct Fund IDCW Daily
Indiabulls Ultra Short Term Direct Fund IDCW Weekly
Indiabulls Ultra Short Term Direct Fund IDCW Fortnightly
Indiabulls Ultra Short Term Direct Fund IDCW Monthly
Indiabulls Income Fund Direct Growth
Indiabulls Income Fund Direct IDCW Monthly
Indiabulls Income Fund Direct IDCW Quarterly
Indiabulls Income Fund Direct IDCW Half Yearly
Indiabulls Income Fund Regular IDCW Half Yearly
Indiabulls Income Fund Regular Growth
Indiabulls Income Fund Regular IDCW Monthly
Indiabulls Income Fund Regular IDCW Quarterly
Indiabulls Short Term Fund Direct Growth
Indiabulls Short Term Fund Direct IDCW Weekly
Indiabulls Short Term Fund Direct IDCW Fortnightly
Indiabulls Short Term Fund Direct IDCW Monthly
Indiabulls Short Term Fund Regular Growth
Indiabulls Short Term Fund Regular IDCW Weekly
Indiabulls Short Term Fund Regular IDCW Fortnightly
Indiabulls Short Term Fund Regular IDCW Monthly
Indiabulls Arbitrage Fund Direct Growth
Indiabulls Arbitrage Fund Regular Growth
Indiabulls Value Fund Direct Growth
Indiabulls Value Fund Direct IDCW
Indiabulls Value Fund Regular Growth
Indiabulls Value Fund Regular IDCW
Indiabulls Savings Income Fund Direct Growth
Indiabulls Savings Income Fund Direct IDCW Monthly
Indiabulls Savings Income Fund Regular IDCW Monthly
Indiabulls Savings Income Fund Regular Growth
Indiabulls Arbitrage Fund Direct IDCW Monthly
Indiabulls Arbitrage Fund Regular IDCW Monthly
Indiabulls Arbitrage Fund Direct IDCW Quarterly
Indiabulls Arbitrage Fund Regular IDCW Quarterly
Indiabulls Arbitrage Fund Direct IDCW Half Yearly
Indiabulls Arbitrage Fund Regular IDCW Half Yearly
Indiabulls Arbitrage Fund Direct IDCW Yearly
Indiabulls Arbitrage Fund Regular IDCW Yearly
Indiabulls Value Fund Direct IDCW Monthly
Indiabulls Value Fund Regular IDCW Monthly
Indiabulls Value Fund Direct IDCW Quarterly
Indiabulls Value Fund Regular IDCW Quarterly
Indiabulls Value Fund Direct IDCW Half Yearly
Indiabulls Value Fund Regular IDCW Half Yearly
Indiabulls Tax Savings Fund Direct IDCW
Indiabulls Tax Savings Fund Direct Growth
Indiabulls Tax Savings Fund Regular IDCW
Indiabulls Tax Savings Fund Regular Growth
Indiabulls Savings Income Fund Regular IDCW Quarterly
Indiabulls Savings Fund Direct Growth
Indiabulls Savings Fund Regular Growth
Indiabulls Dynamic Bond Fund Direct Growth
Indiabulls Dynamic Bond Fund Regular Growth
Indiabulls Dynamic Bond Fund Direct IDCW Monthly
Indiabulls Dynamic Bond Fund Regular IDCW Monthly
Indiabulls Dynamic Bond Fund Regular IDCW Daily
Indiabulls Dynamic Bond Fund Regular IDCW Weekly
Indiabulls Dynamic Bond Fund Direct IDCW Fortnightly
Indiabulls Dynamic Bond Fund Direct IDCW Daily
Indiabulls Dynamic Bond Fund Direct IDCW Weekly
Indiabulls Dynamic Bond Fund Regular IDCW Fortnightly
Indiabulls Equity Hybrid Fund Direct Growth
Indiabulls Equity Hybrid Fund Direct IDCW
Indiabulls Equity Hybrid Fund Direct IDCW Quarterly
Indiabulls Equity Hybrid Fund Direct IDCW Half Yearly
Indiabulls Equity Hybrid Fund Regular IDCW
Indiabulls Equity Hybrid Fund Regular IDCW Monthly
Indiabulls Equity Hybrid Fund Regular Growth
Indiabulls Equity Hybrid Fund Direct IDCW Monthly
Indiabulls Equity Hybrid Fund Regular IDCW Quarterly
Indiabulls Equity Hybrid Fund Regular IDCW Half Yearly
Indiabulls Nifty 50 ETF
Indiabulls Banking And PSU Debt Fund Direct Growth
Indiabulls Banking And PSU Debt Fund Direct IDCW Weekly
Indiabulls Banking And PSU Debt Fund Regular Growth
Indiabulls Banking And PSU Debt Fund Regular IDCW Daily
Indiabulls Overnight Fund Direct Growth
Indiabulls Overnight Fund Direct IDCW Weekly
Indiabulls Overnight Fund Direct IDCW Fortnightly
Indiabulls Overnight Fund Direct IDCW Monthly
Indiabulls Overnight Fund Regular Growth
Indiabulls Overnight Fund Regular IDCW Daily
Indiabulls Overnight Fund Regular IDCW Weekly
Indiabulls Overnight Fund Regular IDCW Fortnightly
Indiabulls Overnight Fund Direct IDCW Daily
Indiabulls Overnight Fund Regular IDCW Monthly
Indiabulls Liquid Unclaimed Unclaimed Redemption Upto 3 yrs
Indiabulls Liquid Unclaimed Unclaimed IDCW Upto 3 yrs
Indiabulls Liquid Unclaimed Unclaimed Redemption Above 3 yrs
Indiabulls Liquid Unclaimed Unclaimed IDCW Above 3 yrs
Fund house & investment objective
Indiabulls Mutual Fund
Rank (total assets)#35 in India
Total AUM₹543.02Cr
Date of Incorporation10 Apr 2008
 Indiabulls Equity Hybrid Fund Direct IDCW is a Hybrid Mutual Fund Scheme launched by Indiabulls Mutual Fund. This scheme was made available to investors on 10 Apr 2008. Malay Shah is the Current Fund Manager of Indiabulls Equity Hybrid Fund Direct IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹543 Cr and the Latest NAV as of 02 Feb 2023 is ₹16.01.
The Indiabulls Equity Hybrid Fund Direct IDCW is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. Exit load of 1%, if redeemed within 7 days.
;
Investment ObjectiveThe Scheme seeks to generate periodic return and long term capital appreciation from a judicious mix of equity and debt instruments.
;
Fund benchmarkCRISIL Hybrid 35+65 Aggressive Index
Scheme Information Document(SID)
Fund house contact details
Address
Indiabulls Finance Centre - 11th Floor,Elphinstone Mills, Senapati Bapat Marg,Elphinstone (W), Mumbai 400013
Phone
022-61891300 / 1800-2666-002
Launch Date
10 Apr 2008
E-mail
[email protected]
Website
NA
Indiabulls 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,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Indiabulls Equity Hybrid Fund Direct IDCW
VS
Add mutual fund to compare

	6M	1Y	3Y	All
Fund returns	NA	1.4%	12.7%	12.2%
Category average	NA	-0.5%	12.0%	NA
Rank with in category	NA	15	20	NA

Name	Sector	Instrument	Assets
GOI	Sovereign	GOI Sec	8.9%
Reserve Bank of India	Financial	T-Bills	8.8%
HDFC Bank Ltd.	Financial	Equity	7.2%
Reliance Industries Ltd.	Energy	Equity	5.6%
ICICI Bank Ltd.	Financial	Equity	5.5%
Infosys Ltd.	Technology	Equity	4.9%
State Bank of India	Financial	Equity	3.8%
Housing Development Finance Corporation Ltd.	Financial	Equity	3.5%
Container Corporation Of India Ltd.	Services	Equity	3.3%
Bharti Airtel Ltd.	Communication	Equity	3.2%

Rank (total assets)	#35 in India
Total AUM	₹543.02Cr

Date of Incorporation	10 Apr 2008

Fund benchmark	CRISIL Hybrid 35+65 Aggressive Index

Vaishnavi Tech Park, 3rd Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	₹500
Min. for 2nd investment onwards	₹500

Rating	3
Fund size	₹33.85Cr

Indiabulls Equity Hybrid Fund Direct IDCW

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (31)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 1.55%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Sumit BhatnagarMay 2021 - PresentView details

Karan SinghMay 2020 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Sumit Bhatnagar
May 2021 - Present
View details

Karan Singh
May 2020 - Present
View details