Item: Indiabulls Equity Hybrid Fund Direct Growth
Rating: 3
Author: Morningstar

Home › Mutual Funds › Indiabulls Mutual Fund › Indiabulls Equity Hybrid Fund Direct Growth

15.874 (-0.196%)

NAV on March 23, 2023

Category Allocation:
Aggressive Allocation

Investment StyleBox

Large Blend

Interest rate sensitivity
Credit quality

N/A

Total Assets 32 cr

Turnover Ratio 40.18%

Expense Ratio 1.55%

Exit Load 1.00%if redeemed within
7 Days0.00%if redeemed after 7 Days

Returns

Min Investment 500

Buy Now Start SIP

Fund Manager Sumit Bhatnagar (Since almost 2 years) Karan Singh (Since almost 3 years)

ISIN INF666M01FA3

Fund Family Indiabulls

P/E Ratio 20.05

P/B Ratio 3.12

Launch Date December 14, 2018

Benchmark CRISIL Hybrid 35+65 - Agg TR INR

Avg. Maturity -

Yield To Maturity (%) -

Financial 39.23%

Industrial 7.06%

Technology 10.58%

Basic Materials 7.99%

Consumer Cyclical 10.73%

Utilities Services 0.0%

Healthcare Services 1.11%

Energy Services 8.89%

Communication Services 4.82%

Consumer Defensive 9.60%

Real Estate 0.00%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
ICICI Prudential Equity & Debt Fund Direct Plan Growth	259.580	6.27%	21,233 cr	1.20%	Above Average
Baroda BNP Paribas Aggressive Equity Hybrid Direct Growth	20.191	2.77%	773 cr	0.61%	Below Average

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Baroda Hybrid Equity Fund Plan B (Direct) Growth Option	89.283	16.15%	374 cr	1.78%	Average
JM Equity Hybrid Fund (Direct) - Growth Option	77.712	7.60%	12 cr	1.37%	High
HDFC Hybrid Equity Fund Direct Growth Option	89.488	7.13%	18,730 cr	1.09%	Above Average
ICICI Prudential Equity & Debt Fund Direct Plan Growth	259.580	6.27%	21,233 cr	1.2%	Above Average
Tata Hybrid Equity Fund Direct Plan Growth	341.595	6.04%	3,166 cr	1.05%	Average
Edelweiss Aggressive Hybrid Direct Plan Growth Option	44.070	6.04%	470 cr	0.36%	Average
Motilal Oswal Equity Hybrid Fund Direct Growth	16.086	5.32%	385 cr	0.94%	Below Average