Indiabulls Equity Hybrid Fund Overview
Category Aggressive Hybrid Fund
BMSMONEY Rank 12
BMSMONEY Rating
Gro. Opt. As On: 26-07-2024
NAV ₹20.88(R) +1.24% ₹23.02(D) +1.24%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 29.0% 15.39% 14.96% -% -%
LumpSum (D) 30.89% 17.11% 16.93% -% -%
SIP (R) 34.32% 20.34% 17.25% -% -%
SIP (D) 36.29% 21.94% 19.01% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
- - - -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
-% -% -% - -%
Top Aggressive Hybrid Fund
Fund Name Rank Rating
JM Equity Hybrid Fund 1
ICICI Prudential Equity & Debt Fund 2
Quant Absolute Fund 3
Edelweiss Aggressive Hybrid Fund 4
Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana 5
UTI Hybrid Equity Fund 6

NAV Date: 26-07-2024

Scheme Name NAV Rupee Change Percent Change
Indiabulls Equity Hybrid Fund- Regular Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 20.83
0.2600
1.2400%
Indiabulls Equity Hybrid Fund- Regular Plan- - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 20.87
0.2600
1.2400%
Indiabulls Equity Hybrid Fund- Regular Plan- Monthly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment. 20.87
0.2600
1.2400%
Indiabulls Equity Hybrid Fund - Regular Plan - Growth option 20.88
0.2600
1.2400%
Indiabulls Equity Hybrid Fund- Regular Plan- Quarterly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 22.13
0.2700
1.2400%
Indiabulls Equity Hybrid Fund- Direct Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 22.15
0.2700
1.2400%
Indiabulls Equity Hybrid Fund- Direct Plan- Quarterly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 22.57
0.2800
1.2400%
Indiabulls Equity Hybrid Fund- Direct Plan- Monthly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 22.8
0.2800
1.2400%
Indiabulls Equity Hybrid Fund- Direct Plan- - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 22.84
0.2800
1.2400%
Indiabulls Equity Hybrid Fund - Direct Plan - Growth option 23.02
0.2800
1.2400%

Review Date: 26-07-2024

Indiabulls Equity Hybrid Fund has shown average performance in the Aggressive Hybrid Fund category. The fund has rank of 12 out of 26 funds in the category. The fund has delivered return of 29.0% in 1 year, 15.39% in 3 years and 14.96% in 5 years. The category average for the same periods is 31.06%, 16.56% and 18.04% respectively, which shows average return performance of fund in the category. The fund has high risk in the category.

Key Points:

  1. An investment of ₹10,000 in Indiabulls Equity Hybrid Fund direct growth option would have grown to ₹13089.0 in 1 year, ₹16063.0 in 3 years and ₹21857.0 in 5 years as of today (26-07-2024).
  2. An SIP of ₹1,000 per month in Indiabulls Equity Hybrid Fund direct growth option would have grown to ₹14239.0 in 1 year, ₹49590.0 in 3 years and ₹96356.0 in 5 years as of today (26-07-2024).


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 1.36
3.17
1.15 | 4.58 26 | 27 Poor
3M Return % 7.16
9.59
6.80 | 14.01 26 | 27 Poor
6M Return % 14.08
16.28
12.30 | 22.91 22 | 27 Poor
1Y Return % 29.00
31.06
19.59 | 53.05 16 | 27 Average
3Y Return % 15.39
16.56
9.87 | 25.61 14 | 26 Good
5Y Return % 14.96
18.04
13.23 | 28.47 20 | 25 Average
1Y SIP Return % 34.32
37.80
26.37 | 58.84 19 | 27 Average
3Y SIP Return % 20.34
22.63
15.93 | 36.16 16 | 26 Average
5Y SIP Return % 17.25
20.12
14.22 | 29.95 19 | 25 Average
Return data last Updated On : July 26, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : April 30, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 1.48 3.27 1.28 | 4.70 26 | 27
3M Return % 7.54 9.91 7.20 | 14.37 26 | 27
6M Return % 14.90 16.98 13.18 | 24.03 21 | 27
1Y Return % 30.89 32.66 21.53 | 55.59 14 | 27
3Y Return % 17.11 17.96 11.67 | 27.11 14 | 26
5Y Return % 16.93 19.45 14.76 | 29.68 17 | 25
1Y SIP Return % 36.29 39.48 28.40 | 61.63 17 | 27
3Y SIP Return % 21.94 24.05 17.76 | 37.94 15 | 26
5Y SIP Return % 19.01 21.52 16.05 | 31.40 18 | 25
Return data last Updated On : July 26, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : April 30, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 1.24 ₹ 10,124.00 1.24 ₹ 10,124.00
1W 0.38 ₹ 10,038.00 0.40 ₹ 10,040.00
1M 1.36 ₹ 10,136.00 1.48 ₹ 10,148.00
3M 7.16 ₹ 10,716.00 7.54 ₹ 10,754.00
6M 14.08 ₹ 11,408.00 14.90 ₹ 11,490.00
1Y 29.00 ₹ 12,900.00 30.89 ₹ 13,089.00
3Y 15.39 ₹ 15,363.00 17.11 ₹ 16,063.00
5Y 14.96 ₹ 20,079.00 16.93 ₹ 21,857.00
7Y ₹ ₹
10Y ₹ ₹
15Y ₹ ₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 34.32 ₹ 14,122.57 36.29 ₹ 14,238.95
3Y ₹ 36000 20.34 ₹ 48,497.80 21.94 ₹ 49,589.89
5Y ₹ 60000 17.25 ₹ 92,291.34 19.01 ₹ 96,355.86
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date NAV Regular Growth NAV Direct Growth
26-07-2024 20.8751 23.0173
25-07-2024 20.6194 22.7344
24-07-2024 20.6217 22.7361
23-07-2024 20.6641 22.7819
22-07-2024 20.7957 22.9261
19-07-2024 20.735 22.8564
18-07-2024 20.9587 23.1021
16-07-2024 20.9056 23.0417
15-07-2024 20.8712 23.003
12-07-2024 20.8401 22.966
11-07-2024 20.749 22.8646
10-07-2024 20.7562 22.8716
09-07-2024 20.8573 22.9822
08-07-2024 20.7912 22.9084
05-07-2024 20.8325 22.9512
04-07-2024 20.822 22.9387
03-07-2024 20.7841 22.896
02-07-2024 20.6654 22.7644
01-07-2024 20.6908 22.7914
28-06-2024 20.5833 22.6703
27-06-2024 20.6801 22.776
26-06-2024 20.5943 22.6806

Fund Launch Date: 22/Nov/2018
Fund Category: Aggressive Hybrid Fund
Investment 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 Description: Aggressive Hybrid Fund
Fund Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.