Indiabulls Equity Hybrid Fund Regular Growth-0.93%

0.74%
1 Year Return
Hybrid
Hybrid: Aggressive Hybrid
4.0star
6M
1Y
All

Fund Details

Indiabulls Equity Hybrid Fund Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.36%
NAV10.92 (28 Oct 2020)
Fund Started13 Dec 2018
Fund Size31 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Indiabulls Equity Hybrid Fund Regular Growth
0.7%
NA
NA
4.8%
Category Average
3.7%
2.6%
6.8%
-
Rank within category
32
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 0.7% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec10.2%
    GOISovereignGOI Sec8.1%
    Tata Consultancy Services Ltd.TechnologyEquity7.0%
    Reliance Industries Ltd.EnergyEquity6.1%
    HDFC Bank Ltd.FinancialEquity5.7%
    Titan Company Ltd.Cons DurableEquity4.5%
    Larsen & Toubro Ltd.ConstructionEquity3.8%
    ICICI Bank Ltd.FinancialEquity3.7%
    Bajaj Finance Ltd.FinancialEquity3.5%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.3%
    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
    addKaran Singh
    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.
    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
    addRajeev Desai
    Education
    Mr. Desai has done PGDBM (Finance) and B.E. (Mech).
    Experience
    Prior to joining Indiabulls Mutual Fund, he has worked with Systematix Shares & Stocks (I) Ltd, IFCI Financial Services Ltd., IDFC Securities Ltd. (earlier IDFC SSKI Securities Ltd.), Batliboi Ltd., Blue Star Ltd., Contec Airflow India Pvt. Ltd.
    Funds Managed

    Indiabulls Equity Hybrid Fund Regular Growth Details

    Indiabulls Equity Hybrid Fund Regular Growth is a Hybrid Mutual Fund Scheme launched by Essel Mutual Fund. This scheme was made available to investors on 13 Dec 2018. Malay Shah is the Current Fund Manager of Indiabulls Equity Hybrid Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹31 Cr and the Latest NAV as of 28 Oct 2020 is ₹10.92.

    The Indiabulls Equity Hybrid Fund Regular 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.

    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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