Indiabulls Equity Hybrid Fund Direct Growth+0.61%

4Groww
0.00%
1 Year Return
Hybrid
Aggressive
null.0 star
6M
All

Fund Details

Indiabulls Equity Hybrid Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.61%
NAV11.00 (18 Oct 2019)
Fund Started06 Dec 2018
Fund Size46 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Indiabulls Equity Hybrid Fund Direct Growth
NA
NA
NA
10.0%
Category Average
0.5%
6.2%
7.7%
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with 9.0% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Small Industries Devp. Bank of India Ltd.FinancialNCD8.8%
    Indian Railway Finance Corpn. Ltd.FinancialNCD8.6%
    GOISovereignGOI Sec4.5%
    Power Finance Corpn. Ltd.FinancialDebenture4.4%
    Titan Company Ltd.Cons DurableEquity3.2%
    Tata Consultancy Services Ltd.TechnologyEquity3.0%
    Ultratech Cement Ltd.ConstructionEquity2.5%
    IDFC First Bank Ltd.FinancialCD2.1%
    State Bank of IndiaFinancialEquity1.8%
    ICICI Lombard General Insurance Comapny Ltd.FinancialEquity1.8%
    See All

    Fund Managers

    addVikrant Mehta
    Education
    Mr. Mehta is CFA and M.S.
    Experience
    Prior to joining Indiabulls AMC he has worked with 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
    addMalay 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
    addVeekesh 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

    Other Details

    Indiabulls Equity Hybrid Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Indiabulls Mutual Fund. This scheme was introduced to investors on 06 Dec 2018. Malay Shah is the Current Fund Manager of Indiabulls Equity Hybrid Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹46 Cr and the Latest NAV as of 18 Oct 2019 is ₹11.00.

    The Indiabulls Equity Hybrid Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 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 Indiabulls Mutual Fund

    Address
    Indiabulls Finance Centre - 11th Floor,Elphinstone Mills, Senapati Bapat Marg,Elphinstone (W), Mumbai 400013
    Phone
    022- 6189 1300, 1800 2666 002
    Launch Date
    23 Mar 2011
    Indiabulls Mutual Fund
    Asset Management Company
    Custodian
    HDFC Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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    + ₹1,000
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