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Indiabulls Equity Hybrid Fund

Growth
HybridAggressive Hybrid Fund
Small-size FundAssets Under Mgmt: ₹ 33 Cr
Very High RiskPrinciple investment will be at very high risk
14.190.02 (-0.12%)

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Investment Checklist

Returns
Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Insufficient Data

Expense Ratio
Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates
If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Insufficient Data

Red Flags
We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

HybridAggressive Hybrid Fund
Small-size FundAssets Under Mgmt: ₹ 33 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio
0.61
No LabelNo Label
40.60
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2.37
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1.02
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37.98
No LabelNo Label
2.65

About Aggressive Hybrid Fund

Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.

Scheme Info

PlanPlan
Growth
Lock inLock in
0 yrs
Exit LoadExit Load
1.00%
Nil for 10% of investments and 1% for remaining investments and Nil after 12M
Min. SIPMin. SIP
Min. LumpsumMin. Lumpsum
₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
CRISIL Hybrid 35+65 - Aggressive Index

Tax Implications

Investment period < 1 year

Gains are treated as short-term capital gains and taxed at 15%

Investment period > 1 year

Gains of over ₹ 1 lakh in a financial year are taxed at 10%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
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Invested

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AMC profile

Indiabulls Housing Finance Limited ("IHFL") is one of India’s leading and fastest growing private sector financial services companies providing Consumer Finance, Housing Finance, Commercial Loans, Asset Management and Advisory services.

  • No.of Schemes

    10

  • Total AUM

    ₹ 646.08 Cr.