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Fund Details
Indiabulls Equity Hybrid Fund Direct IDCW Monthly
| Risk | Very High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 0.61% |
| NAV | ₹14.16 (11 Jun 2021) |
|---|---|
| Fund Started | 12 Dec 2018 |
| Fund Size | ₹34 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
46.1%
-
-
3.9%
Category Average
41.3%
8.1%
11.0%
-
Rank Within Category
28
-
-
-
*All returns are annualized.
SIP
Minimum SIP amount₹0
Amount Per Month₹5,000
Would have become
₹0
with 46.1% 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 | 7.5% |
| Tata Consultancy Services Ltd. | Technology | Equity | 6.3% |
| HDFC Bank Ltd. | Financial | Equity | 6.0% |
| Reliance Industries Ltd. | Energy | Equity | 5.2% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.4% |
| ICICI Bank Ltd. | Financial | Equity | 3.8% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.6% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.6% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 2.9% |
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 Monthly Details
Indiabulls Equity Hybrid Fund Direct IDCW Monthly is a Hybrid Mutual Fund Scheme launched by . This scheme was made available to investors on 12 Dec 2018. Karan Singh is the Current Fund Manager of Indiabulls Equity Hybrid Fund Direct IDCW Monthly fund.The fund currently has an Asset Under Management(AUM) of ₹34 Cr and the Latest NAV as of 11 Jun 2021 is ₹14.16.
The Indiabulls Equity Hybrid Fund Direct IDCW Monthly is rated Very High risk. 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)
Not Supported
Min for First Investment
Not Supported
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 Monthly
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About
Address
NA
Phone
NA
Launch Date
NA
E-mail
NAWebsite
NAAsset 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
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