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Indiabulls Equity Hybrid Fund Direct Growth+0.20%

16.25%
1 Year Return
Hybrid
Aggressive
6M
1Y
All

Fund Details

Indiabulls Equity Hybrid Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.61%
NAV₹13.20 (20 Jan 2021)
Fund Started06 Dec 2018
Fund Size34 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
16.3%
-
-
13.9%
Category Average
16.8%
6.8%
12.3%
-
Rank Within Category
29
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Would have become
0
with 16.3% returns per annum

Comparison

Data not available
Pros
Found nothing so far.
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Age is less than 3 years

Top Holdings

NameSectorInstrument% Assets
GOISovereignGOI Sec9.6%
GOISovereignGOI Sec7.5%
HDFC Bank Ltd.FinancialEquity7.1%
Tata Consultancy Services Ltd.TechnologyEquity5.5%
Reliance Industries Ltd.EnergyEquity4.9%
Titan Company Ltd.Cons DurableEquity4.7%
ICICI Bank Ltd.FinancialEquity4.6%
Larsen & Toubro Ltd.ConstructionEquity4.4%
Axis Bank Ltd.FinancialEquity4.2%
Housing Development Finance Corpn. Ltd.FinancialEquity4.0%
See All

Fund Managers

Vikrant Mehta
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Malay Shah
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Karan Singh
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Veekesh Gandhi
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Rajeev Desai
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Indiabulls Equity Hybrid Fund Direct Growth Details

Indiabulls Equity Hybrid Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Essel Mutual Fund. This scheme was made available to investors on 06 Dec 2018. Malay Shah is the Current Fund Manager of Indiabulls Equity Hybrid Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹34 Cr and the Latest NAV as of 20 Jan 2021 is ₹13.20.

The Indiabulls Equity Hybrid Fund Direct Growth 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.

Tax Implications

Returns 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.

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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