Navi Equity Hybrid Fund Regular Growth - Regular - Latest NAV [ ₹13.2213 ], Returns, Performance, Portfolio & Returns 2021

Navi Equity Hybrid Fund Regular Growth

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Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years--
3 Years9.65%
1 Year29.33%
6 Months10.11%
Fund Details
RiskVery High Risk
Fund TypeAggressive Allocation
Exit Load--

More about this fundstar

Top HoldingsWeightage
ICICI Bank Ltd5.83%
Infosys Ltd4.78%
Axis Finance Limited4.4%
HDB Financial Services Limited4.38%
Reliance Industries Ltd Shs Dematerialised4%
HDFC Bank Ltd3.75%
Muthoot Finance Limited3.55%
LIC Housing Finance Limited3.53%
Tata Consultancy Services Ltd3.27%
LIC Housing Finance Limited2.69%

About Essel Equity Hybrid Fund

Being an open-ended fund, the scheme invests in equity and equity related instruments and seeks to provide over a long period of time periodic returns and capital appreciation.

Pros and Cons of Essel Equity Hybrid Fund

Investors investing in Essel Equity Hybrid Fund can seek following benefits:

  1. The mutual fund units are provided to the investors by the scheme on continuous basis.
  2. Time invested in researching and finding the right dark horse stocks in large- cap segment and small -cap segment stocks is the success of the scheme.
  3. As there is no broker / distributor commission, the investors get from the same mutual fund the exact higher returns.

Fund Information and Statistics of Essel Equity Hybrid Fund

i) Inception / Launch date

The Essel Equity Hybrid Fund was launched on April 2018 by Essel Mutual Fund.

ii) Risk level

Investment done in this fund has balance between low -risk debt and high -risk equity. This scheme falls in the moderately high-risk category. The guarantee of any returns is not assured by this scheme.

iii) Redemption

This fund house has no fixed maturity period. Investors can buy or sell units to the fund house at any time.

iv) Fund Manager

Mr.Killol P Pandya and Mr.Viral Berawala are fund managers of Essel Equity Hybrid Fund.

v) Entry / Exit load

The entry load for investing in this fund is not applicable. Exit load of 1% will be charged for units in excess of 15% of the investment if redemption is done within 1 year or 365 days.

Tax benefits of investing in Essel Equity Hybrid Fund

Long Term Capital Gains (“LTCG”), in excess of Rs 1 lakh, are taxed @ 10% without indexation if units are held for more than 12 months. Short term capital gains (“STCG”) are taxed @ 15% if units are held for less than 12 months. Investors do not pay any tax on dividends received but a Dividend Distribution Tax (“DDT”) is deducted by the fund house at source.

About Essel Mutual Fund

Trustee of the Essel Mutual Fund is Essel Finance Trust Company limited. This fund is registered with The Securities & Exchange Board of India. This fund has emerged as India’s one of the most prominent fund. They have a strong foothold in media, entertainment, education, technology sector etc.

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Frequently Asked Questions

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Start your investment

Currently this fund is not available on ClearTax Invest. We request you to checkout other Related funds
Very High Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns