Indiabulls Equity Hybrid Fund Direct Payout Inc Dist cum Cap Wdrl
NAV: ₹ 16.7 as on 30-11-2022
Fund Performance
Indiabulls Equity Hybrid Fund Direct Payout Inc Dist cum Cap Wdrl is a hybrid fund. This fund was started on 14 December, 2018. The fund is managed by Karan Singh, Sumit Bhatnagar. This fund gives you the benefit of diversification.
1) Indiabulls Equity Hybrid Fund Direct Payout Inc Dist cum Cap Wdrl has a NAV of ₹16.7169 as on 30-11-2022.
2) Indiabulls Equity Hybrid Fund Direct Payout Inc Dist cum Cap Wdrl has ₹34 Cr worth of assets under management (AUM) as on 31-10-2022 and is less than category average.
3) The fund has an expense ratio 1.55 %.
Fund Overview
Expense ratio | 1.55% |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
AUM | ₹34 Cr |
Inception Date | 14 December, 2018 |
Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 40.18% |
Fund Distribution
Sector Allocation
Financial Services
Consumer Cyclical
Tech
Industrial
Energy
Basic Materials
Consumer Defensive
Communication
Health
Top Holdings
Holdings | Weight% | Holdings Trend | 1M Change |
|---|---|---|---|
7.37% Govt Stock 2023 | 8.81% | 0% | |
182 Dtb 01122022 | 8.76% | 0% | |
HDFC Bank Ltd | 7.09% | 0% | |
IDBI Bank Ltd | 6.38% | 0% | |
Reliance Industries Ltd | 5.71% | 0% |
What changed
Change in AUM
Fund Returns vs Benchmark
Concentration Analysis
Peer Analysis
Fund Manager
Karan Singh
Top funds managed
Sumit Bhatnagar
Top funds managed
AMC details
Fund Highlights
Very High Risk
About the fund
Fund Allocations
AUM size ₹34 Cr
Expense Ratio 1.55%
Frequently Asked Questions
Indiabulls Equity Hybrid Fund Direct Payout Inc Dist cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 3.19% | 3.19% |
6 Month Returns | 12.74% | 12.74% |
1 Year Returns | 8.1% | 8.1% |
3 Years Returns | 46.76% | 13.64% |
5 Years Returns | 0% | 0% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
AAA | 86.35 |
AA | 13.65 |
Mutual Fund execution provided by
Technology facilitation Services provided by Finzoom Investment Advisors Pvt. Ltd. - Advisory unit. SEBI Registered Investment Advisor: INA100012190 | BASL Registration No. 1154 | BSE StarMF Platform code: 24801
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.