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5 Best Indiabulls Mutual Fund Schemes 2020

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5 Best Indiabulls Mutual Fund Schemes 2020

Updated on July 7, 2020 , 94 views

Indiabulls Mutual Fund is one of the fastest growing AMCs in India. The fund house focuses in two main products— debt and equity. Both funds are a great way to earn good profits and financial stability.

Investors who have an average risk can invest Debt fund and earn optimal returns over the time. And, investors who have a high-risk appetite can prefer Investing Equity Funds and fulfil long-term goals. Following are the best Indiabulls Mutual Fund schemes where you can invest and benefit with good returns. These funds have been shortlisted by undertaking certain parameters like AUM, NAV, past performances, average peer returns, etc.

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Best Mutual Funds by Indiabulls AMC

FundNAVNet Assets (Cr)Min InvestmentMin SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)Since launch (%)2019 (%)
Indiabulls Liquid Fund Growth ₹1,945.22
↑ 0.19
₹255 500 500 0.92.35.26.56.97.96.6
Indiabulls Ultra Short Term Fund Growth ₹1,979.51
↑ 0.14
₹46 500 500 23.56.97.27.68.47.6
Indiabulls Blue Chip Fund Growth ₹19.46
↑ 0.19
₹128 500 500 14.9-14.1-91.95.98.212
Indiabulls Short Term Fund Growth ₹1,655.65
↑ 1.24
₹40 500 500 2.93.94.56.37.27.75
Indiabulls Income Fund Growth ₹17.3664
↑ 0.03
₹30 500 500 4.66.18.68.58.27.87.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Jul 20

1. Indiabulls Liquid Fund

To provide a high level of liquidity with returns commensurate with low risk through a portfolio of money market and debt securities with maturity of up to 91days. However, there can be no assurance that the investment objective of the scheme will be achieved.

Indiabulls Liquid Fund is a Debt - Liquid Fund fund was launched on 27 Oct 11. It is a fund with Low risk and has given a CAGR/Annualized return of 7.9% since its launch.  Ranked 2 in Liquid Fund category.  Return for 2019 was 6.6% , 2018 was 7.3% and 2017 was 6.7% .

Below is the key information for Indiabulls Liquid Fund

Indiabulls Liquid Fund
Growth
Launch Date 27 Oct 11
NAV (09 Jul 20) ₹1,945.22 ↑ 0.19   (0.01 %)
Net Assets (Cr) ₹255 on 30 Apr 20
Category Debt - Liquid Fund
AMC Indiabulls Asset Management Company Ltd.
Rating
Risk Low
Expense Ratio 0.19
Sharpe Ratio 17.51
Information Ratio -1.88
Alpha Ratio 0
Min Investment 500
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 4.96%
Effective Maturity 1 Month 6 Days
Modified Duration 1 Month 4 Days
Sub Cat. Liquid Fund

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,826
30 Jun 17₹11,591
30 Jun 18₹12,393
30 Jun 19₹13,306
30 Jun 20₹14,008

Indiabulls Liquid Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132
Invest Now

Returns for Indiabulls Liquid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jul 20

DurationReturns
1 Month 0.3%
3 Month 0.9%
6 Month 2.3%
1 Year 5.2%
3 Year 6.5%
5 Year 6.9%
10 Year
15 Year
Since launch 7.9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 6.6%
2018 7.3%
2017 6.7%
2016 7.8%
2015 8.5%
2014 9.1%
2013 9.1%
2012 9.8%
2011
2010
Fund Manager information for Indiabulls Liquid Fund
NameSinceTenure
Malay Shah22 Aug 145.86 Yr.
Karan Singh29 May 200.09 Yr.
Sourabh Sharma17 Jan 191.45 Yr.

Data below for Indiabulls Liquid Fund as on 30 Apr 20

Asset Allocation
Asset ClassValue
Cash100%
Debt Sector Allocation
SectorValue
Cash Equivalent46.84%
Government40.06%
Corporate13.1%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ccil
CBLO/Reverse Repo | -
39%₹98 Cr98,050
↑ 98,050
Andhra Bank
Certificate of Deposit | -
10%₹25 Cr2,500,000
↑ 2,500,000
NTPC Limited
Commercial Paper | -
10%₹25 Cr2,500,000
↑ 2,500,000
ORIENTAL BANK OF COMMERCE
Certificate of Deposit | -
8%₹21 Cr2,100,000
↑ 2,100,000
ICICI BANK LIMITED
Certificate of Deposit | -
8%₹21 Cr2,100,000
↑ 2,100,000
National Bank For Agriculture And Rural Development
Certificate of Deposit | -
8%₹21 Cr2,100,000
↑ 2,100,000
BANK OF BARODA
Certificate of Deposit | -
5%₹12 Cr1,200,000
↑ 1,200,000
77 DTB 16062020
Sovereign Bonds | -
4%₹10 Cr1,000,000
Syndicate Bank
Certificate of Deposit | -
4%₹9 Cr900,000
↑ 900,000
Hdfc Bank Ltd
Net Current Assets | -
2%₹5 Cr525,000
↑ 525,000

2. Indiabulls Ultra Short Term Fund

To provide liquidity with returns commensurate with low risk through a portfolio of money market and debt securities. However, there can be no assurance that the investment objective of the scheme will be achieved.

Indiabulls Ultra Short Term Fund is a Debt - Ultrashort Bond fund was launched on 6 Jan 12. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 8.4% since its launch.  Ranked 17 in Ultrashort Bond category.  Return for 2019 was 7.6% , 2018 was 7.1% and 2017 was 6.9% .

Below is the key information for Indiabulls Ultra Short Term Fund

Indiabulls Ultra Short Term Fund
Growth
Launch Date 6 Jan 12
NAV (09 Jul 20) ₹1,979.51 ↑ 0.14   (0.01 %)
Net Assets (Cr) ₹46 on 30 Apr 20
Category Debt - Ultrashort Bond
AMC Indiabulls Asset Management Company Ltd.
Rating
Risk Moderately Low
Expense Ratio 0.7
Sharpe Ratio 8.29
Information Ratio 0
Alpha Ratio 0
Min Investment 500
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 0%
Effective Maturity
Modified Duration
Sub Cat. Ultrashort Bond

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,843
30 Jun 17₹11,737
30 Jun 18₹12,515
30 Jun 19₹13,490
30 Jun 20₹14,444

Indiabulls Ultra Short Term Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹203,125.
Net Profit of ₹23,125
Invest Now

Returns for Indiabulls Ultra Short Term Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jul 20

DurationReturns
1 Month 0.5%
3 Month 2%
6 Month 3.5%
1 Year 6.9%
3 Year 7.2%
5 Year 7.6%
10 Year
15 Year
Since launch 8.4%
Historical performance (Yearly) on absolute basis
YearReturns
2019 7.6%
2018 7.1%
2017 6.9%
2016 8.8%
2015 8.8%
2014 9.3%
2013 8.8%
2012
2011
2010
Fund Manager information for Indiabulls Ultra Short Term Fund
NameSinceTenure
Malay Shah22 Aug 145.86 Yr.
Karan Singh29 May 200.09 Yr.
Sourabh Sharma17 Jan 191.45 Yr.

Data below for Indiabulls Ultra Short Term Fund as on 30 Apr 20

Asset Allocation
Asset ClassValue
Cash100%
Debt Sector Allocation
SectorValue
Corporate81.24%
Cash Equivalent10.65%
Government8.11%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Axis Bank Limited
Certificate of Deposit | -
73%₹18 Cr1,850,000
Ccil
CBLO/Reverse Repo | -
10%₹3 Cr2,550
↑ 2,550
Syndicate Bank
Certificate of Deposit | -
8%₹2 Cr200,000
↑ 200,000
BANK OF BARODA
Certificate of Deposit | -
8%₹2 Cr200,000
↑ 200,000
Net Receivable/Payable
Net Current Assets | -
0%₹0 Cr

3. 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 can be no assurance that the investment objective of the scheme will be achieved.

Indiabulls Blue Chip Fund is a Equity - Large Cap fund was launched on 10 Feb 12. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8.2% since its launch.  Ranked 22 in Large Cap category.  Return for 2019 was 12% , 2018 was -1.4% and 2017 was 33.4% .

Below is the key information for Indiabulls Blue Chip Fund

Indiabulls Blue Chip Fund
Growth
Launch Date 10 Feb 12
NAV (09 Jul 20) ₹19.46 ↑ 0.19   (0.99 %)
Net Assets (Cr) ₹128 on 30 Apr 20
Category Equity - Large Cap
AMC Indiabulls Asset Management Company Ltd.
Rating
Risk Moderately High
Expense Ratio 2.49
Sharpe Ratio -0.51
Information Ratio -0.94
Alpha Ratio -1.16
Min Investment 500
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Large Cap

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,558
30 Jun 17₹12,631
30 Jun 18₹13,887
30 Jun 19₹15,234
30 Jun 20₹12,917

Indiabulls Blue Chip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120
Invest Now

Returns for Indiabulls Blue Chip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jul 20

DurationReturns
1 Month 7.9%
3 Month 14.9%
6 Month -14.1%
1 Year -9%
3 Year 1.9%
5 Year 5.9%
10 Year
15 Year
Since launch 8.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 12%
2018 -1.4%
2017 33.4%
2016 4.4%
2015 3.2%
2014 28.7%
2013 4%
2012
2011
2010
Fund Manager information for Indiabulls Blue Chip Fund
NameSinceTenure
Rajeev Desai12 May 200.13 Yr.

Data below for Indiabulls Blue Chip Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services38.79%
Consumer Defensive13.01%
Energy11.3%
Technology8.36%
Industrials4.71%
Basic Materials4.29%
Consumer Cyclical3.82%
Health Care1.97%
Utility1.26%
Asset Allocation
Asset ClassValue
Cash12.46%
Equity87.51%
Debt0.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ccil
CBLO/Reverse Repo | -
11%₹14 Cr14,050
↑ 14,050
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 15 | RELIANCE
11%₹14 Cr94,607
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | HDFCBANK
9%₹12 Cr120,864
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 17 | HDFC
7%₹9 Cr53,008
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 17 | TCS
7%₹9 Cr43,203
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
6%₹7 Cr210,591
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
5%₹6 Cr61,739
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Oct 15 | 500696
5%₹6 Cr27,500
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
4%₹5 Cr134,600
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Oct 18 | 540716
3%₹4 Cr30,000

4. Indiabulls Short Term Fund

The scheme will endeavor to generate stable returns over short term with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Indiabulls Short Term Fund is a Debt - Short term Bond fund was launched on 13 Sep 13. It is a fund with Moderate risk and has given a CAGR/Annualized return of 7.7% since its launch.  Ranked 30 in Short term Bond category.  Return for 2019 was 5% , 2018 was 7.4% and 2017 was 6% .

Below is the key information for Indiabulls Short Term Fund

Indiabulls Short Term Fund
Growth
Launch Date 13 Sep 13
NAV (09 Jul 20) ₹1,655.65 ↑ 1.24   (0.08 %)
Net Assets (Cr) ₹40 on 30 Apr 20
Category Debt - Short term Bond
AMC Indiabulls Asset Management Company Ltd.
Rating
Risk Moderate
Expense Ratio 1.5
Sharpe Ratio 1.1
Information Ratio -1.26
Alpha Ratio -0.94
Min Investment 500
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 0%
Effective Maturity
Modified Duration
Sub Cat. Short term Bond

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,937
30 Jun 17₹11,792
30 Jun 18₹12,450
30 Jun 19₹13,517
30 Jun 20₹14,112

Indiabulls Short Term Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹203,125.
Net Profit of ₹23,125
Invest Now

Returns for Indiabulls Short Term Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jul 20

DurationReturns
1 Month 1.1%
3 Month 2.9%
6 Month 3.9%
1 Year 4.5%
3 Year 6.3%
5 Year 7.2%
10 Year
15 Year
Since launch 7.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 5%
2018 7.4%
2017 6%
2016 8.5%
2015 9.9%
2014 8.2%
2013
2012
2011
2010
Fund Manager information for Indiabulls Short Term Fund
NameSinceTenure
Karan Singh16 Apr 182.21 Yr.

Data below for Indiabulls Short Term Fund as on 30 Apr 20

Asset Allocation
Asset ClassValue
Cash32.89%
Debt67.11%
Debt Sector Allocation
SectorValue
Government76.58%
Cash Equivalent17.11%
Corporate6.31%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
GOVT STOCK
Sovereign Bonds | -
42%₹13 Cr1,300,000
↓ -200,000
GOVT STOCK
Sovereign Bonds | -
13%₹4 Cr400,000
↑ 400,000
Syndicate Bank
Certificate of Deposit | -
9%₹3 Cr300,000
↑ 300,000
77 DTB 16062020
Sovereign Bonds | -
9%₹3 Cr300,000
↓ -200,000
7.37% Govt Stock 2023
Sovereign Bonds | -
7%₹2 Cr200,000
BANK OF BARODA
Certificate of Deposit | -
6%₹2 Cr200,000
↑ 200,000
GOVT STOCK
Sovereign Bonds | -
5%₹2 Cr150,000
Ccil
CBLO/Reverse Repo | -
4%₹1 Cr1,250
↑ 1,250
Net Receivable/Payable
Net Current Assets | -
4%₹1 Cr

5. Indiabulls Income Fund

The primary investment objective of the Scheme is to generate a steady stream of income and/or medium to long term capital appreciation/gain through investment in fixed income securities. However, there can be no assurance that the investment objective of the scheme will be achieved.

Indiabulls Income Fund is a Debt - Medium term Bond fund was launched on 4 Mar 13. It is a fund with Moderate risk and has given a CAGR/Annualized return of 7.8% since its launch.  Ranked 31 in Medium term Bond category.  Return for 2019 was 7.9% , 2018 was 9.4% and 2017 was 4.2% .

Below is the key information for Indiabulls Income Fund

Indiabulls Income Fund
Growth
Launch Date 4 Mar 13
NAV (09 Jul 20) ₹17.3664 ↑ 0.03   (0.17 %)
Net Assets (Cr) ₹30 on 30 Apr 20
Category Debt - Medium term Bond
AMC Indiabulls Asset Management Company Ltd.
Rating
Risk Moderate
Expense Ratio 0.77
Sharpe Ratio 2.97
Information Ratio -0.02
Alpha Ratio 0.13
Min Investment 500
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 5.56%
Effective Maturity 5 Years 2 Months 26 Days
Modified Duration
Sub Cat. Medium term Bond

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,843
30 Jun 17₹11,644
30 Jun 18₹12,499
30 Jun 19₹13,594
30 Jun 20₹14,807

Indiabulls Income Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹206,148.
Net Profit of ₹26,148
Invest Now

Returns for Indiabulls Income Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jul 20

DurationReturns
1 Month 1.4%
3 Month 4.6%
6 Month 6.1%
1 Year 8.6%
3 Year 8.5%
5 Year 8.2%
10 Year
15 Year
Since launch 7.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 7.9%
2018 9.4%
2017 4.2%
2016 9.5%
2015 7.4%
2014 13.3%
2013
2012
2011
2010
Fund Manager information for Indiabulls Income Fund
NameSinceTenure
Karan Singh16 Apr 182.21 Yr.

Data below for Indiabulls Income Fund as on 30 Apr 20

Asset Allocation
Asset ClassValue
Cash21.92%
Debt78.08%
Debt Sector Allocation
SectorValue
Government86.91%
Cash Equivalent7.79%
Corporate5.3%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
GOVT STOCK
Sovereign Bonds | -
22%₹6 Cr600,000
↑ 600,000
7.26% Govt Stock 2029
Sovereign Bonds | -
19%₹5 Cr500,000
GOVT STOCK
Sovereign Bonds | -
14%₹4 Cr400,000
↓ -300,000
GOVT STOCK
Sovereign Bonds | -
13%₹4 Cr350,000
GOVT STOCK
Sovereign Bonds | -
10%₹3 Cr250,000
↓ -250,000
Syndicate Bank
Certificate of Deposit | -
9%₹3 Cr250,000
↑ 250,000
BANK OF BARODA
Certificate of Deposit | -
5%₹2 Cr150,000
↑ 150,000
Ccil
CBLO/Reverse Repo | -
5%₹2 Cr1,500
↑ 1,500
Net Receivable/Payable
Net Current Assets | -
2%₹1 Cr
6.97% Govt Stock 2026
Sovereign Bonds | -
0%₹0 Cr5,200

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Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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