Indiabulls Equity Hybrid Fund-Reg(G)

14.56 0.14 (0.98%) NAV as on 25-Jan-22

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-4.236.9317.9313.40NA12.79
Category Avg-2.156.1422.5515.88NA13.29
Category Best6.846.316.0515.2214.9019.30
Category Worst-0.75-3.35-16.156.547.14-0.80

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
20213.298.86-0.265.01
202010.977.6018.98-21.12
20192.42-0.673.625.30

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202117.773135NA
202012.052435NA
201910.991235NA
2018-0.171335NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Quant Absolute Fund(G)273.2104-Apr-0139.6928.4919.6917.18
BOI AXA Mid & Small Cap Equity & Debt Fund-Reg(G)23.2220-Jul-1646.524.2417.2816.49
ICICI Pru Equity & Debt Fund(G)221.9403-Nov-9941.8720.9515.314.95
BNP Paribas Substantial Equity Hybrid Fund-Reg(G)18.3407-Apr-1719.8118.47-13.46
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]15.9355
Semi Standard Deviation [%]0.0639
Beta [%]-1.0648
Sharp Ratio [%]0.3211
R-Square [%]-0.1149
Expense Ratio [%]2.3600
AVG Ratio [%]0.0047
Other Ratios
Jenson Ratio [%]0.0499
Treynor Ratio [%]-0.0532
Turnover Ratio [%]0.3500
FAMA Ratio [%]0.0919
SORTINO Ratio [%]-0.0983

Return Calculator

MARKET STATS As on 27/01/2022 As on 27/01/2022

16929.40 (-2.02) 56664.41 (-2.06)

TOP GAINERS

Company Price Change Gain (%)
TV18 Broadcast58.509.7520.00
EmkayGlobal Finl.Ser129.5521.5019.90

TOP LOSERS

Company Price Change Loss (%)
Torrent Pharma2674.00-487.00-15.41
Indiamart Intermesh4479.00-526.00-10.51

Portfolio Comparison

MUTUAL FUND ACTIVITY