INDIABULLS EQUITY HYBRID FUND-DIRECT PLAN - QUARTERLY IDCW REINVESTMENT
21.42
-0.02
as on 25-Mar-2025
HYBRID
| AGGRESSIVE
12.19
1 YEAR RETURNS
21.11
3 YEAR RETURNS
NA
5 YEAR RETURNS
500.0
Minimum Investment500.0
Minimum SIP Investment500.0
Additional PurchaseOption Type
Three Year NAV
Peer Comparison
| Peer Mutual Fund | Fundexpert Rating | Current Nav | 1yr Return | 3yr Return | 5yr Return | |
|---|---|---|---|---|---|---|
| JM AGGRESSIVE HYBRID FUND MONTHLY IDCW REINVESTMENT OPTION | 5 | 82.38 | 8.81 | 19.96 | 29.99 | Buy |
| JM AGGRESSIVE HYBRID FUND - IDCW REINVESTMENT OPTION | 5 | 31.82 | 8.81 | 19.96 | 29.99 | Buy |
| EDELWEISS AGGRESSIVE HYBRID FUND - IDCW REINVESTMENT PLAN | 5 | 26.79 | 12.03 | 16.17 | 24.57 | Buy |
| BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND REGULAR - IDCW REINVESTMENT | 5 | 29.69 | 9.7 | 16.49 | 29.94 | Buy |
| JM AGGRESSIVE HYBRID FUND - HALF YEARLY IDCW REINVESTMENT OPTION | 5 | 83.04 | 8.81 | 19.96 | 29.99 | Buy |
Fund Portfolio
Top 5 Holdings
| S. No | Company | Net Assets |
|---|---|---|
| 1 | Small Industries Development Bank of India Ltd | 8.78 |
| 2 | Indian Railway Finance Corporation Ltd | 8.6 |
| 3 | Reliance Industries Ltd | 6.76 |
| 4 | Clearing Corporation of India Ltd | 5.08 |
| 5 | ICICI Bank Ltd | 4.96 |
Top 5 Sectors
| S. no | Sector Name | Net Assets |
|---|---|---|
| 1 | Finance | 21.8 |
| 2 | Miscellaneous | 12.4 |
| 3 | Banks - Private Sector | 12.22 |
| 4 | Banks | 6.83 |
| 5 | Refineries | 6.76 |