Rating : ★ ★ ☆ ☆ ☆

Indiabulls Equity Hybrid Fund Regular Reinvestment Inc Dist cum Cap Wdrl

Hybrid

  

Aggressive Hybrid Fund

NAV

13.4362 +0.0106

(as on 01 Jul, 2022)

RETURNS

7.54 %

Fund Type

Open Ended

Investment Plan

Dividend Reinvestment

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.

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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 2 stars by Morning Star Ratings.

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Overview of Indiabulls Asset Management Company Ltd

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