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Indiabulls Blue Chip Fund
Indiabulls Arbitrage Fund
Indiabulls Value Fund
Indiabulls Tax Savings Fund
Indiabulls Equity Hybrid Fund
Indiabulls Nifty50 Exchange Traded Fund
HOMEIndiabulls Equity Hybrid Fund
Type of Scheme: An open ended hybrid scheme investing predominantly in equity and equity related instruments
Fund 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.
This product is suitable for investors who are seeking*
To generate periodic returns and long term capital appreciation from a judicious mix of equity and debt instruments.
Moderately High Risk
RISKOMETER
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Launch Date: 15 January, 2019
Asset Allocation
| Instruments | Indicative Allocation (% of Net Assets) | Risk Profile | |
| Minimum | Maximum | Low/ Med/High | |
| Equity and Equity related securities* | 65 | 80 | High |
| Debt, Money Market instruments, Cash and equivalent | 20 | 35 | Medium |
*The Scheme may invest upto a maximum of 50% of its net assets in Derivatives
Benchmark Index:
Equity Investments- The Scheme will have reasonably well diversified Portfolio without being overly diversified. The investment environment, valuation parameters, return ratios, competitive positioning and other investment criteria will determine the sector allocation, stock weights and the investment style.
The AMC will conduct in-house research in order to identify investable ideas. AMC will evaluate appreciation potential of individual stocks from a fundamental perspective, assess industry and company fundamentals, robustness of business model, sustainability of moat, valuations, quality of management, corporate governance standards etc.
The AMC will construct the portfolio using bottom up approach and will have the flexibility to invest across the market capitalization.
Debt Investments- The AMC will construct the portfolio using bottom up approach and will have the flexibility to invest across the market capitalization.
The fund will be actively managed
The scheme invests in debt instruments such as government securities, corporate debentures and bonds, quasi-government bonds and money market instruments.
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Type of Scheme :An open ended hybrid scheme investing predominantly in equity and equity related instruments
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Inception Date :13th December, 2018
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Benchmark Index :CRISIL Hybrid 35+65 - Aggressive Index
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Load Structure :Entry: Not Applicable
Exit: 1% if redeemed/ switched out
within 7 Days from the date of allotment,
Nil - if redeemed/ switched out
after 7 Days from the date of allotment -
Options :Growth & Dividend
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Minimum Application Amount :Rs. 500 and in multiples of Re. 1
thereafter Rs. 500 and in multiples of Re. 1
thereafter (For Systematic Investment Plan (SIP) -
Minimum Additional Purchase Amount :Rs. 500 and in multiples of Re. 1 thereafter.
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Minimum Amount for Redemption/Switch out :Minimum of Rs. 500 or account balance,
whichever is lower and in
multiples of Re. 1 thereafter.
Mr. Veekesh Gandhi (Sr Fund Manager –Equity)
Mr. Veekesh Gandhi has more than 10 years of experience in the field of finance. He was earlier associated with DSP Merrill Lynch Ltd, SSKI Securities and Motilal Oswal Securities, wherein he was responsible for tracking the BFSI sector and research on investment ideas.
Vikrant Mehta (Joint Head – Fixed Income, Debt)
Mr. Vikrant Mehta has 24+ years of fixed income and emerging markets experience across fund management, macro research, trading and sales. Prior to joining Indiabulls AMC, Mr. Mehta worked with PineBridge Investments, where he was the Head of Fixed Income at PineBridge India AMC. Subsequently he was a sovereign rates and currency specialist for Asia, in his role as Asian sovereign analyst with PineBridge. Vikrant’s other work assignments have been with NVS Brokerage, JM Morgan Stanley and Mata Securities. Mr. Mehta is an M.S. in Engineering and a CFA from The Institute of Chartered Financial Analysts of India.
