Indiabulls Equity Hybrid Fund Direct Dividend+0.16%

10.74%
1 Year Return
Hybrid
Hybrid: Aggressive Hybrid
3.0star
6M
1Y
All

Fund Details

Indiabulls Equity Hybrid Fund Direct Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.61%
NAV12.40 (27 Nov 2020)
Fund Started12 Dec 2018
Fund Size32 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 month5,000
    Estimated Value
    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

    NameSectorInstrument% Assets
    GOISovereignGOI Sec10.2%
    GOISovereignGOI Sec8.0%
    Tata Consultancy Services Ltd.TechnologyEquity7.4%
    HDFC Bank Ltd.FinancialEquity6.2%
    Reliance Industries Ltd.EnergyEquity5.6%
    Titan Company Ltd.Cons DurableEquity4.3%
    ICICI Bank Ltd.FinancialEquity4.1%
    Larsen & Toubro Ltd.ConstructionEquity3.9%
    Axis Bank Ltd.FinancialEquity3.7%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.6%
    See All

    Fund Managers

    Vikrant Mehta
    keyboard_arrow_down
    Malay Shah
    keyboard_arrow_down
    Karan Singh
    keyboard_arrow_down
    Veekesh Gandhi
    keyboard_arrow_down
    Rajeev Desai
    keyboard_arrow_down

    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
    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,
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