Home>Mutual Funds>Indiabulls Mutual Fund>Indiabulls Equity Hybrid Fund Direct Growth

Indiabulls Equity Hybrid Fund Direct Growth

Hybrid
Aggressive Hybrid
Very High Risk
35.90%
1Y return
+0.36% 1D
1M
6M
1Y
All
NAV: 29 Jul 2021₹14.35
Min. SIP Amount₹500
RatingNA
Fund Size₹33.97 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns35.9%NANA14.7%
Category average42.2%12.7%12.2%NA
Rank with in category34NANANA
Understand termsinfo

Holdings (34)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec9.3%
IDBI Bank Ltd.FinancialEquity7.9%
HDFC Bank Ltd.FinancialEquity5.0%
Housing Development Finance Corpn. Ltd.FinancialEquity4.4%
Reliance Industries Ltd.EnergyEquity4.1%
Larsen & Toubro Ltd.ConstructionEquity3.9%
ICICI Bank Ltd.FinancialEquity3.9%
Infosys Ltd.TechnologyEquity3.4%
State Bank of India
FinancialEquity3.1%
Tata Consultancy Services Ltd.TechnologyEquity3.1%
See All

Expense ratio, exit load and tax

Expense ratio: 0.61%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 7 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

Vikrant Mehta
Jun 2019 - Present
View Details
keyboard_arrow_down
Malay Shah
Nov 2018 - Present
View Details
keyboard_arrow_down
Sumit Bhatnagar
May 2021 - Present
View Details
keyboard_arrow_down
Karan Singh
May 2020 - Present
View Details
keyboard_arrow_down
Veekesh Gandhi
Nov 2018 - Present
View Details
keyboard_arrow_down
Rajeev Desai
May 2020 - Present
View Details
keyboard_arrow_down

Fund house & investment objective

keyboard_arrow_down

Fund house contact details

keyboard_arrow_down

Compare funds

Indiabulls Equity Hybrid Fund Direct Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2021 Groww. All rights reserved, Built with in India