Indiabulls Equity Hybrid Fund

Hybrid · Aggressive Hybrid
 · ★★★
500
Min SIP
500
Min Lumpsum
1.55 %
Expense Ratio
★★★
Rating
33
Fund Size (in Cr)
4 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 01 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 12.3% 20.1% - 12.3%
Category Average 14.1% 24.8% 13.5% -

Scheme Allocation

By Holding
By Sector
By Asset
HDFC Bank
7.35%
ICICI Bank
6.34%
Reliance Industr
5.64%
Infosys
4.07%
St Bk of India
3.61%
Others
72.99%
Debt
29.43%
Banks
22.6%
IT-Software
7.1%
Petroleum Products
7.01%
Diversified FMCG
6.51%
Others
27.35%
Equity
70.49%
T-Bills
14.36%
Govt Securities / Sovereign
11.78%
Net Curr Ass/Net Receivables
2.17%
Reverse Repos
0.73%
Others
0.47%

Advance Ratio

0.21
Alpha
3.41
SD
0.74
Beta
0.48
Sharpe

Exit Load

Exit Load 1.00% If redeemed/switched out within 7 Days from the date of allotment. Nil-If redeemed/switched out after 7 Days from the date of allotment.

Fund Objective

The Scheme seeks to generate periodic return and long term capital appreciation from a judicious mix of equity and debt instruments. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Fund Managers

Anupam Tiwari - Funds and Content Listing - Fund Manager

With 14 years of work experience, Mr Anupam Tiwari handles Funds and Content Listing at Axis Mutual Fund. His current designation is Fund Manager of Equity, Axis Asset Management Ltd. He joined Axis AMC in October 2016. Before joining Axis AMC, he worked with Principal PNB Mutual Fund and Reliance Life Insurance Company Limited as Equity Fund Manager and Reliance Capital Asset Management Company Limited as Senior Equity Analyst. Mr Tiwari is a Chartered Accountant (Financial Management, Accounting, Auditing, Taxation) from The Institute of Chartered Accountants of India. His areas of expertise include equities, portfolio management, valuation, etc.

Mr Anupam Tiwari manages four (4) schemes at Axis Mutual Fund, including Axis Small Cap Fund and Axis Equity Saver Fund.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Groww Mutual Fund
AUM:
511 Cr
Address:
Floor 12 A, Tower 2 A, One World Center, Jupiter Mills Compound Senapati Bapat Marg, Mumbai - 400013
Contact:
022-69744435
Email ID:
iro@growwmf.in

Frequently Asked Questions

How to invest in Indiabulls Equity Hybrid Fund ?

You can invest in Indiabulls Equity Hybrid Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Indiabulls Equity Hybrid Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Indiabulls Equity Hybrid Fund ?

The NAV of Indiabulls Equity Hybrid Fund is ₹16.8 as of 01 June 2023.

How to redeem Indiabulls Equity Hybrid Fund holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Indiabulls Equity Hybrid Fund?

The minimum SIP amount of Indiabulls Equity Hybrid Fund is ₹500

What are the top sectors Indiabulls Equity Hybrid Fund has invested in??

The top sectors Indiabulls Equity Hybrid Fund has invested in are
  1. HDFC Bank - 7.35%
  2. ICICI Bank - 6.34%
  3. Reliance Industr - 5.64%
  4. Infosys - 4.07%
  5. St Bk of India - 3.61%

How much returns have Indiabulls Equity Hybrid Fund generated ?

The Indiabulls Equity Hybrid Fund has delivered 12.3% since inception

What is the expense ratio of Indiabulls Equity Hybrid Fund ?

The expense ratio of Indiabulls Equity Hybrid Fund is 1.55 % as of 01 June 2023.

What is the AUM of Indiabulls Equity Hybrid Fund?

The AUM of Indiabulls Equity Hybrid Fund is ₹511 Cr as of 01 June 2023

What are the top stock holdings of Indiabulls Equity Hybrid Fund?

The top stock holdings of Indiabulls Equity Hybrid Fund are
  1. HDFC Bank - 7.35%
  2. ICICI Bank - 6.34%
  3. Reliance Industr - 5.64%
  4. Infosys - 4.07%
  5. St Bk of India - 3.61%
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