Rating : ★ ★ ★ ☆ ☆
Indiabulls Equity Hybrid Fund Regular Quarterly Payout Inc Dist cum Cap Wdrl
Aggressive Hybrid Fund
Fund Type
Open Ended
Investment Plan
Dividend Payout
Expense Ratio
2%
Asset Size
30.64 Cr.
(As of 15 Jun, 2022)
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
Riskometer
Investors understand that their principal will be at Risk.
Objective
The Scheme seeks to generate periodic return and long term capital appreciation from a judicious mix of equity and debt instruments.
Fund manager
Sumit Bhatnagar
Exit load
1 %
(If redeemed within 7 days)Minimum sip
₹500
Minimum investment
₹500
Top Holdings
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Company
Assets
7.37% Govt Stock 2023
9.23%
IDBI Bank Ltd
7.54%
Reliance Industries Ltd
5.55%
HDFC Bank Ltd
5.04%
Sector Allocation
About the Scheme Type
Aggressive Hybrid Funds are open ended schemes which invest a large portion of their assets – 65 to 80%, in equity and equity related instruments. The remaining, at least 20%, needs to be invested in debt instruments. Because of the debt component as well, they’re less risky as compared to pure play equity mutual funds but their returns are also less, for the same reason. These funds allow the fund manager to take advantage of arbitrage opportunities, meaning the fund manager can buy securities at a low price in one stock exchange and sell them ata higher price in the other.
Ratings
This fund is rated 3 stars by Morning Star Ratings.