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Indiabulls Equity Hybrid Fund Regular IDCW Monthly

Hybrid
Aggressive Hybrid
Very High Risk
9.07%
3Y annualised
+0.16% 1D
1M
6M
1Y
3Y
All
NAV: 23 May 2022₹13.72
Min. SIP amountNA
Rating2
Fund size₹32.58Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA4.1%9.1%9.6%
Category averageNA42.2%12.7%NA
Rank with in categoryNA3232NA
Understand terms

Holdings (35)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec9.4%
IDBI Bank Ltd.FinancialEquity6.9%
HDFC Bank Ltd.FinancialEquity6.0%
Reliance Industries Ltd.EnergyEquity5.8%
Infosys Ltd.TechnologyEquity5.4%
Housing Development Finance Corpn. Ltd.FinancialEquity5.1%
ICICI Bank Ltd.FinancialEquity4.6%
Larsen & Toubro Ltd.ConstructionEquity3.9%
State Bank of IndiaFinancialEquity3.8%
Container Corporation Of India Ltd.ServicesEquity3.1%
See All

Expense ratio, exit load and tax

Expense ratio: 2.36%

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 terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Sumit Bhatnagar
May 2021 - Present
View details

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.
Also manages these schemes

Karan Singh
May 2020 - Present
View details

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.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Indiabulls Finance Centre - 11th Floor,Elphinstone Mills, Senapati Bapat Marg,Elphinstone (W), Mumbai 400013
Phone
022-61891300 / 1800-2666-002
Launch Date
10 Apr 2008
Website
NA
Amc Image
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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FAQs

How to Invest in Indiabulls Equity Hybrid Fund Regular IDCW Monthly?

You can easily invest in Indiabulls Equity Hybrid Fund Regular IDCW Monthly in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Indiabulls Equity Hybrid Fund Regular IDCW Monthly from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Indiabulls Equity Hybrid Fund Regular IDCW Monthly as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Indiabulls Equity Hybrid Fund Regular IDCW Monthly provide?

The Indiabulls Equity Hybrid Fund Regular IDCW Monthly has been there from 13 Dec 2018 and the average annual returns provided by this fund is 4.06% since its inception.

How much expense ratio is charged by Indiabulls Equity Hybrid Fund Regular IDCW Monthly?

The term Expense Ratio used for Indiabulls Equity Hybrid Fund Regular IDCW Monthly or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Indiabulls Equity Hybrid Fund Regular IDCW Monthly is 2.36% as of 24 May 2022...

What is the AUM of Indiabulls Equity Hybrid Fund Regular IDCW Monthly?

The AUM, short for Assets Under Management of Indiabulls Equity Hybrid Fund Regular IDCW Monthly is ₹32.58Cr as of 24 May 2022.

How to Redeem Indiabulls Equity Hybrid Fund Regular IDCW Monthly?

If you want to sell your Indiabulls Equity Hybrid Fund Regular IDCW Monthly holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Indiabulls Equity Hybrid Fund Regular IDCW Monthly?

You can select either SIP or Lumpsum investment of Indiabulls Equity Hybrid Fund Regular IDCW Monthly based on your investment objective and risk tolerance.

What is the NAV of Indiabulls Equity Hybrid Fund Regular IDCW Monthly?

The NAV of Indiabulls Equity Hybrid Fund Regular IDCW Monthly is ₹13.72 as of 23 May 2022.

What is the PE and PB ratio of Indiabulls Equity Hybrid Fund Regular IDCW Monthly?

The PE ratio ratio of Indiabulls Equity Hybrid Fund Regular IDCW Monthly is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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