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5 Best Indiabulls Mutual Fund Schemes 2019

Updated on November 18, 2019 , 37 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

Fund	NAV	Net Assets (Cr)	Min Investment	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	Since launch (%)	2018 (%)
Indiabulls Liquid Fund Growth	₹1,888.53 ↑ 0.31	₹545	500	500	1.4	3.1	6.8	6.9	7.5	8.2	7.3
Indiabulls Blue Chip Fund Growth	₹22.26 ↑ 0.10	₹191	500	500	9.1	6.4	12	13.6	9.3	10.8	-1.4
Indiabulls Ultra Short Term Fund Growth	₹1,898.59 ↑ 0.36	₹40	500	500	1.6	3.7	8	7.3	7.9	8.5	7.1
Indiabulls Short Term Fund Growth	₹1,581.5 ↑ 0.21	₹57	500	500	-0.7	1.3	5.9	6.1	7.4	7.7	7.4
Indiabulls Income Fund Growth	₹16.3098 ↑ 0.01	₹17	500	500	1.4	4.5	9.1	6.9	8.1	7.6	9.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Nov 19

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 8.2% since its launch. Ranked 2 in Liquid Fund category. Return for 2018 was 7.3% , 2017 was 6.7% and 2016 was 7.8% .

Below is the key information for Indiabulls Liquid Fund

Indiabulls Liquid Fund Growth
Launch Date	27 Oct 11
NAV (20 Nov 19)	₹1,888.53 ↑ 0.31 (0.02 %)
Net Assets (Cr)	₹545 on 31 Oct 19
Category	Debt - Liquid Fund
AMC	Indiabulls Asset Management Company Ltd.
Rating	☆☆☆☆☆
Risk	Low
Expense Ratio	0.19
Sharpe Ratio	13.76
Information Ratio	-1.12
Alpha Ratio	0.49
Min Investment	500
Min SIP Investment	500
Exit Load	NIL
Yield to Maturity	5.34%
Effective Maturity	25 Days
Modified Duration	24 Days
Sub Cat.	Liquid Fund

Growth of 10,000 investment over the years.

Date	Value
31 Oct 14	₹10,000
31 Oct 15	₹10,862
31 Oct 16	₹11,730
31 Oct 17	₹12,529
31 Oct 18	₹13,425
31 Oct 19	₹14,355

Indiabulls Liquid Fund SIP 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 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 20 Nov 19

Duration	Returns
1 Month	0.4%
3 Month	1.4%
6 Month	3.1%
1 Year	6.8%
3 Year	6.9%
5 Year	7.5%
10 Year
15 Year
Since launch	8.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2018	7.3%
2017	6.7%
2016	7.8%
2015	8.5%
2014	9.1%
2013	9.1%
2012	9.8%
2011
2010
2009

Fund Manager information for Indiabulls Liquid Fund

Name	Since	Tenure
Vikrant Mehta	20 Jun 19	0 Yr.
Malay Shah	22 Aug 14	4.78 Yr.
Sourabh Sharma	17 Jan 19	0.37 Yr.

Data below for Indiabulls Liquid Fund as on 31 Oct 19

Asset Allocation

Asset Class	Value
Cash	100%

Debt Sector Allocation

Sector	Value
Corporate	54.57%
Cash Equivalent	45.43%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Net Receivable/Payable Net Current Assets \| -	17%	₹107 Cr
SBI GLOBAL FACTORS LIMITED Commercial Paper \| -	13%	₹80 Cr	8,000,000
BANK OF BARODA Certificate of Deposit \| -	12%	₹75 Cr	7,500,000 ↑ 7,500,000
BIRLA GROUP HOLDINGS PRIVATE LIMITED Commercial Paper \| -	8%	₹50 Cr	5,000,000
NETWORK18 MEDIA & INVESTMENTS LIMITED (EARLIER NETWORK 18 FINCAP LTD) Commercial Paper \| -	8%	₹50 Cr	5,000,000
PTC India Limited Commercial Paper \| -	8%	₹50 Cr	5,000,000
NTPC-SAIL POWER COMPANY LIMITED Commercial Paper \| -	8%	₹50 Cr	5,000,000
BANK OF INDIA Certificate of Deposit \| -	7%	₹45 Cr	4,500,000 ↑ 4,500,000
Hdfc Bank Ltd Certificate of Deposit \| -	5%	₹30 Cr	3,000,000
NTPC LIMITED Commercial Paper \| -	4%	₹25 Cr	2,500,000 ↓ -2,500,000

2. 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 10.8% since its launch. Ranked 22 in Large Cap category. Return for 2018 was -1.4% , 2017 was 33.4% and 2016 was 4.4% .

Below is the key information for Indiabulls Blue Chip Fund

Indiabulls Blue Chip Fund Growth
Launch Date	10 Feb 12
NAV (20 Nov 19)	₹22.26 ↑ 0.10 (0.45 %)
Net Assets (Cr)	₹191 on 31 Oct 19
Category	Equity - Large Cap
AMC	Indiabulls Asset Management Company Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2.49
Sharpe Ratio	0.91
Information Ratio	-0.75
Alpha Ratio	-1.22
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.

Date	Value
31 Oct 14	₹10,000
31 Oct 15	₹10,639
31 Oct 16	₹12,019
31 Oct 17	₹14,231
31 Oct 18	₹13,736
31 Oct 19	₹15,891

Indiabulls Blue Chip Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 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 20 Nov 19

Duration	Returns
1 Month	3%
3 Month	9.1%
6 Month	6.4%
1 Year	12%
3 Year	13.6%
5 Year	9.3%
10 Year
15 Year
Since launch	10.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2018	-1.4%
2017	33.4%
2016	4.4%
2015	3.2%
2014	28.7%
2013	4%
2012
2011
2010
2009

Fund Manager information for Indiabulls Blue Chip Fund

Name	Since	Tenure
Veekesh Gandhi	29 Oct 18	0.59 Yr.

Data below for Indiabulls Blue Chip Fund as on 31 Oct 19

Equity Sector Allocation

Sector	Value
Financial Services	47.33%
Consumer Defensive	10.75%
Energy	10.49%
Technology	9.42%
Industrials	4.37%
Consumer Cyclical	3.56%
Utility	3.06%
Basic Materials	1.53%
Health Care	1.17%

Asset Allocation

Asset Class	Value
Cash	8.31%
Equity	91.67%
Debt	0.02%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Jun 17 \| HDFCBANK	12%	₹24 Cr	196,802
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 15 \| RELIANCE	10%	₹22 Cr	164,120
ICICI Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| ICICIBANK	9%	₹19 Cr	431,223 ↓ -50,000
Ccil CBLO/Reverse Repo \| -	8%	₹18 Cr	17,620 ↑ 17,620
Tata Consultancy Services Ltd (Technology) Equity, Since 30 Sep 17 \| TCS	6%	₹13 Cr	61,406 ↓ -9,400
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Oct 17 \| KOTAKBANK	6%	₹11 Cr	69,830 ↓ -6,800
Housing Development Finance Corp Ltd (Financial Services) Equity, Since 30 Apr 17 \| HDFC	5%	₹11 Cr	57,698
Axis Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| 532215	5%	₹11 Cr	160,022
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| LT	4%	₹9 Cr	61,739 ↓ -14,100
ITC Ltd (Consumer Defensive) Equity, Since 31 Jan 19 \| ITC	4%	₹9 Cr	345,000

3. 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 8.5% since its launch. Ranked 17 in Ultrashort Bond category. Return for 2018 was 7.1% , 2017 was 6.9% and 2016 was 8.8% .

Below is the key information for Indiabulls Ultra Short Term Fund

Indiabulls Ultra Short Term Fund Growth
Launch Date	6 Jan 12
NAV (20 Nov 19)	₹1,898.59 ↑ 0.36 (0.02 %)
Net Assets (Cr)	₹40 on 31 Oct 19
Category	Debt - Ultrashort Bond
AMC	Indiabulls Asset Management Company Ltd.
Rating	☆☆☆☆
Risk	Moderately Low
Expense Ratio	0.7
Sharpe Ratio	8.73
Information Ratio	0
Alpha Ratio	0
Min Investment	500
Min SIP Investment	500
Exit Load	NIL
Yield to Maturity	5.84%
Effective Maturity	3 Months 29 Days
Modified Duration
Sub Cat.	Ultrashort Bond

Growth of 10,000 investment over the years.

Date	Value
31 Oct 14	₹10,000
31 Oct 15	₹10,908
31 Oct 16	₹11,833
31 Oct 17	₹12,743
31 Oct 18	₹13,580
31 Oct 19	₹14,679

Indiabulls Ultra Short Term Fund SIP 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 20 Nov 19

Duration	Returns
1 Month	0.5%
3 Month	1.6%
6 Month	3.7%
1 Year	8%
3 Year	7.3%
5 Year	7.9%
10 Year
15 Year
Since launch	8.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2018	7.1%
2017	6.9%
2016	8.8%
2015	8.8%
2014	9.3%
2013	8.8%
2012
2011
2010
2009

Fund Manager information for Indiabulls Ultra Short Term Fund

Name	Since	Tenure
Vikrant Mehta	20 Jun 19	0.28 Yr.
Malay Shah	22 Aug 14	5.11 Yr.
Sourabh Sharma	17 Jan 19	0.7 Yr.

Data below for Indiabulls Ultra Short Term Fund as on 31 Oct 19

Asset Allocation

Asset Class	Value
Cash	60.56%
Debt	39.44%

Debt Sector Allocation

Sector	Value
Cash Equivalent	50.86%
Corporate	49.14%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Ccil CBLO/Reverse Repo \| -	38%	₹16 Cr	16,460 ↑ 16,460
State Bank Of Patiala Debentures \| -	33%	₹14 Cr	1,420,000
HOUSING DEVELOPMENT FINANCE CORPORATION LIMITED Commercial Paper \| -	10%	₹4 Cr	450,000
IDFC FIRST BANK LIMITED Certificate of Deposit \| -	9%	₹4 Cr	400,000
LIC Housing Finance Limited Debentures \| -	7%	₹3 Cr	300,000
Net Receivable/Payable Net Current Assets \| -	5%	₹2 Cr

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 2018 was 7.4% , 2017 was 6% and 2016 was 8.5% .

Below is the key information for Indiabulls Short Term Fund

Indiabulls Short Term Fund Growth
Launch Date	13 Sep 13
NAV (20 Nov 19)	₹1,581.5 ↑ 0.21 (0.01 %)
Net Assets (Cr)	₹57 on 31 Oct 19
Category	Debt - Short term Bond
AMC	Indiabulls Asset Management Company Ltd.
Rating	☆☆☆
Risk	Moderate
Expense Ratio	1.5
Sharpe Ratio	2.09
Information Ratio	-1.02
Alpha Ratio	-0.99
Min Investment	500
Min SIP Investment	500
Exit Load	NIL
Yield to Maturity	8.64%
Effective Maturity	1 Year 9 Months 18 Days
Modified Duration
Sub Cat.	Short term Bond

Growth of 10,000 investment over the years.

Date	Value
31 Oct 14	₹10,000
31 Oct 15	₹11,007
31 Oct 16	₹11,956
31 Oct 17	₹12,802
31 Oct 18	₹13,497
31 Oct 19	₹14,432

Indiabulls Short Term Fund SIP 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 20 Nov 19

Duration	Returns
1 Month	-0.2%
3 Month	-0.7%
6 Month	1.3%
1 Year	5.9%
3 Year	6.1%
5 Year	7.4%
10 Year
15 Year
Since launch	7.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2018	7.4%
2017	6%
2016	8.5%
2015	9.9%
2014	8.2%
2013
2012
2011
2010
2009

Fund Manager information for Indiabulls Short Term Fund

Name	Since	Tenure
Vikrant Mehta	20 Jun 19	0 Yr.
Karan Singh	16 Apr 18	1.12 Yr.

Data below for Indiabulls Short Term Fund as on 31 Oct 19

Asset Allocation

Asset Class	Value
Cash	46.49%
Debt	53.51%

Debt Sector Allocation

Sector	Value
Cash Equivalent	46.49%
Corporate	36.86%
Government	16.65%

Credit Quality

Rating	Value
A	45.29%
AA	13.35%
AAA	41.36%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Ccil CBLO/Reverse Repo \| -	43%	₹26 Cr	26,170 ↑ 26,170
Forbes Technosys Limited Debentures \| -	28%	₹17 Cr	1,730,000
IDFC FIRST BANK LIMITED Certificate of Deposit \| -	9%	₹6 Cr	600,000
GOVT STOCK Sovereign Bonds \| -	8%	₹5 Cr	500,000 ↑ 500,000
Indiabulls Housing Finance Limited Debentures \| -	8%	₹5 Cr	600,000
HINDUSTAN PETROLEUM CORPORATION LIMITED Debentures \| -	8%	₹5 Cr	500,000
Net Receivable/Payable Net Current Assets \| -	6%	-₹4 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 7.6% since its launch. Ranked 31 in Medium term Bond category. Return for 2018 was 9.4% , 2017 was 4.2% and 2016 was 9.5% .

Below is the key information for Indiabulls Income Fund

Indiabulls Income Fund Growth
Launch Date	4 Mar 13
NAV (20 Nov 19)	₹16.3098 ↑ 0.01 (0.05 %)
Net Assets (Cr)	₹17 on 31 Oct 19
Category	Debt - Medium term Bond
AMC	Indiabulls Asset Management Company Ltd.
Rating	☆☆
Risk	Moderate
Expense Ratio	0.77
Sharpe Ratio	3.73
Information Ratio	0.02
Alpha Ratio	1.94
Min Investment	500
Min SIP Investment	500
Exit Load	NIL
Yield to Maturity	6.45%
Effective Maturity	4 Years 7 Months 6 Days
Modified Duration
Sub Cat.	Medium term Bond

Growth of 10,000 investment over the years.

Date	Value
31 Oct 14	₹10,000
31 Oct 15	₹11,043
31 Oct 16	₹11,989
31 Oct 17	₹12,654
31 Oct 18	₹13,552
31 Oct 19	₹14,861

Indiabulls Income Fund SIP 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 20 Nov 19

Duration	Returns
1 Month	0.7%
3 Month	1.4%
6 Month	4.5%
1 Year	9.1%
3 Year	6.9%
5 Year	8.1%
10 Year
15 Year
Since launch	7.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2018	9.4%
2017	4.2%
2016	9.5%
2015	7.4%
2014	13.3%
2013
2012
2011
2010
2009

Fund Manager information for Indiabulls Income Fund

Name	Since	Tenure
Vikrant Mehta	20 Jun 19	0.37 Yr.
Karan Singh	16 Apr 18	1.54 Yr.

Data below for Indiabulls Income Fund as on 31 Oct 19

Asset Allocation

Asset Class	Value
Cash	33.58%
Debt	66.42%

Debt Sector Allocation

Sector	Value
Government	57.34%
Cash Equivalent	33.58%
Corporate	9.08%

Credit Quality

Rating	Value
A	5.43%
AAA	94.57%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
GOVT STOCK Sovereign Bonds \| -	19%	₹3 Cr	300,000
Ccil CBLO/Reverse Repo \| -	18%	₹3 Cr	3,020 ↑ 3,020
GOVT STOCK Sovereign Bonds \| -	17%	₹3 Cr	275,000
INDIAN RAILWAY FINANCE CORPORATION LIMITED Debentures \| -	12%	₹2 Cr	200,000
IDFC FIRST BANK LIMITED Certificate of Deposit \| -	11%	₹2 Cr	200,000
HINDUSTAN PETROLEUM CORPORATION LIMITED Debentures \| -	9%	₹1 Cr	150,000
State Bank Of Patiala Debentures \| -	5%	₹1 Cr	80,000
Forbes Technosys Limited Debentures \| -	4%	₹1 Cr	70,000
Net Receivable/Payable Net Current Assets \| -	4%	₹1 Cr
6.97% Govt Stock 2026 Sovereign Bonds \| -	0%	₹0 Cr	5,200

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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.