Indiabulls Equity Hybrid Fund Regular Dividend+0.01%

4Groww
10.91%
1 Year Return
Hybrid
Hybrid: Aggressive Hybrid
6M
1Y
All

Fund Details

Indiabulls Equity Hybrid Fund Regular Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.36%
NAV11.20 (17 Jan 2020)
Fund Started12 Dec 2018
Fund Size34 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Indiabulls Equity Hybrid Fund Regular Dividend
10.9%
NA
NA
10.9%
Category Average
8.8%
10.2%
8.0%
-
Rank within category
13
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 10.9% 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.FinancialNCD11.8%
    Indian BankFinancialCD9.8%
    Reliance Industries Ltd.EnergyEquity8.8%
    ICICI Bank Ltd.FinancialEquity6.8%
    HDFC Bank Ltd.FinancialEquity6.1%
    Tata Consultancy Services Ltd.TechnologyEquity5.2%
    Larsen & Toubro Ltd.ConstructionEquity5.1%
    Housing Development Finance Corpn. Ltd.FinancialEquity4.0%
    Bajaj Finance Ltd.FinancialEquity3.9%
    Titan Company Ltd.Cons DurableEquity3.9%
    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 Regular Dividend is a Hybrid Mutual Fund Scheme launched by Indiabulls Mutual Fund. This scheme was introduced to investors on 12 Dec 2018. Malay Shah is the Current Fund Manager of Indiabulls Equity Hybrid Fund Regular Dividend.The fund currently has an Asset Under Management(AUM) of ₹34 Cr and the Latest NAV as of 17 Jan 2020 is ₹11.20.

    The Indiabulls Equity Hybrid Fund Regular Dividend 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.

    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
    24 Mar 2011
    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,
    Invest Now
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    + ₹1,000
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    MONTHLY SIP
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