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Fund Details
Indiabulls Equity Hybrid Fund Direct IDCW
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.61% |
| NAV | ₹13.47 (14 May 2021) |
|---|---|
| Fund Started | 12 Dec 2018 |
| Fund Size | ₹33 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
45.6%
-
-
3.9%
Category Average
41.3%
8.1%
11.0%
-
Rank Within Category
27
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount₹500
Amount Per Month₹5,000
Would have become
₹0
with 45.6% returns per annum
Comparison
Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 9.6% |
| IDBI Bank Ltd. | Financial | Equity | 8.3% |
| HDFC Bank Ltd. | Financial | Equity | 7.4% |
| Tata Consultancy Services Ltd. | Technology | Equity | 6.5% |
| Titan Company Ltd. | Cons Durable | Equity | 5.5% |
| Reliance Industries Ltd. | Energy | Equity | 5.2% |
| ICICI Bank Ltd. | Financial | Equity | 4.7% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.5% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.8% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.6% |
See All
Fund Managers
Vikrant Mehta
Education
Mr. Mehta is CFA and M.S.
Experience
Prior to joining ITI Mutual Fund, he has worked with Indiabulls AMC, Kotak Mahindra Mutual Fund, AIG India Liaison Office, NVS Brokerage Pvt. Ltd., JM Morgan Stanley Fixed Income Securities Pvt. Ltd. and Mata Securities India Pvt. Ltd.
Funds Managed
Malay Shah
Education
Mr. Shah is a B.Com and MMS.
Experience
Prior to joining Indiabulls Mutual Fund, he has worked as Head- Fixed Income with Essel Mutual Fund.and as Senior Dealer - Fixed Income Group with Derivium Capital.
Funds Managed
Sumit Bhatnagar
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.
Funds Managed
Karan Singh
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.
Funds Managed
Veekesh Gandhi
Education
Mr. Gandhi has done MBA & M.Com
Experience
Prior to joining Indiabulls Mutual Fund, he has worked with DSP Merrill Lynch Ltd. as Equity Research Analyst, SSKI Securities as Banking and Strategy Analyst and Motilal Oswal Securities as Equity Research Analyst.
Funds Managed
Rajeev Desai
Education
Mr. Desai has done PGDBM (Finance) and B.E. (Mech).
Experience
Prior to joining Indiabulls Mutual Fund, he has worked with Systematix Shares & Stocks (I) Ltd, IFCI Financial Services Ltd., IDFC Securities Ltd. (earlier IDFC SSKI Securities Ltd.), Batliboi Ltd., Blue Star Ltd., Contec Airflow India Pvt. Ltd.
Funds Managed
Indiabulls Equity Hybrid Fund Direct IDCW Details
Indiabulls Equity Hybrid Fund Direct IDCW 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 IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹33 Cr and the Latest NAV as of 14 May 2021 is ₹13.47.
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 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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Indiabulls Equity Hybrid Fund Direct IDCW
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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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