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Equity Funds

Equity Funds are a type of mutual fund that invest predominantly in shares and stocks of other companies. An equity mutual fund invests majorly in equity markets. Equity Funds tend to give higher returns over a long term horizon. When you take the decision of investing in equity funds you must consider the risk tolerance, investment horizon and goals. Equity Funds are ideal vehicle for wealth creation.


Equity Funds are categorised according to company size, the holdings of the portfolio and geography. The best advantage of an equity fund is the instant diversification that it offers. It is easier and less expensive to invest in equity funds instead of buying shares of every company.


Equity Funds are divided into those pursuing income or capital appreciation or both. Income funds seek stocks that will pay dividends by investing in the stocks of blue chip companies. The other equity funds seek capital appreciation.


Below are the different types of Equity Funds offered by Indiabulls AMC –


Indiabulls Blue Chip Fund


The primary investment objective of the Scheme is to seek to provide long-term capital appreciation from a portfolio that is invested predominantly in equity and equity- related securities of blue-chip large-cap companies. However, there is no assurance that the investment objective of the scheme will be achieved.

Indiabulls Arbitrage Fund


To generate income by predominantly investing in arbitrage opportunities in the cash and derivative segments of the equity markets and the arbitrage opportunities available within the derivative segment and by investing the balance in debt and money market instruments. There is no assurance or guarantee that the investment objective of the scheme will be realized.

Indiabulls Value Discovery Fund


The primary objective of the Scheme is to seek to generate capital appreciation by investing in a portfolio of Equity and Equity related securities of companies that meet the relative value criteria and fall within top 500 by market cap. A company is considered as showing high relative value if it has a combination of higher RoCE and higher earnings yield. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

Indiabulls Tax Savings Fund


The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related Securities. The scheme shall offer tax benefits under Section 80C of the Income Tax Act. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

Indiabulls Equity Hybrid Fund


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.

Indiabulls NIFTY50 Exchange Traded Fund


The investment objective of the scheme is to provide returns that closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.However there is no guarantee or assurance that the investment objective of the scheme will be achieved.