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5 Best Indiabulls Mutual Fund Schemes 2022

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5 Best Indiabulls Mutual Fund Schemes 2022

Updated on August 15, 2022 , 604 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 (%)2021 (%)
Indiabulls Liquid Fund Growth ₹2,082.61
↑ 0.29
₹229 500 500 1.11.93.53.85.173.1
Indiabulls Blue Chip Fund Growth ₹29.53
↑ 0.20
₹88 500 500 10.93.86.513.49.410.817.5
Indiabulls Ultra Short Term Fund Growth ₹2,021.64
↑ 0.84
₹18 500 500 0.81.54.26.26.87.9
Indiabulls Short Term Fund Growth ₹1,744.23
↑ 3.46
₹24 500 500 1.40.51.53.14.66.42.4
Indiabulls Income Fund Growth ₹17.8687
↑ 0.01
₹16 500 500 0.636.97.37.67.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Aug 22

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% since its launch.  Ranked 2 in Liquid Fund category.  Return for 2021 was 3.1% , 2020 was 3.9% and 2019 was 6.6% .

Below is the key information for Indiabulls Liquid Fund

Indiabulls Liquid Fund
Growth
Launch Date 27 Oct 11
NAV (17 Aug 22) ₹2,082.61 ↑ 0.29   (0.01 %)
Net Assets (Cr) ₹229 on 30 Jun 22
Category Debt - Liquid Fund
AMC Indiabulls Asset Management Company Ltd.
Rating
Risk Low
Expense Ratio 0.24
Sharpe Ratio -9.89
Information Ratio -4.56
Alpha Ratio -0.51
Min Investment 500
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 4.35%
Effective Maturity 18 Days
Modified Duration 17 Days
Sub Cat. Liquid Fund

Growth of 10,000 investment over the years.

DateValue
31 Jul 17₹10,000
31 Jul 18₹10,698
31 Jul 19₹11,478
31 Jul 20₹12,048
31 Jul 21₹12,423
31 Jul 22₹12,847

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 ₹197,169.
Net Profit of ₹17,169
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 17 Aug 22

DurationReturns
1 Month 0.4%
3 Month 1.1%
6 Month 1.9%
1 Year 3.5%
3 Year 3.8%
5 Year 5.1%
10 Year
15 Year
Since launch 7%
Historical performance (Yearly) on absolute basis
YearReturns
2021 3.1%
2020 3.9%
2019 6.6%
2018 7.3%
2017 6.7%
2016 7.8%
2015 8.5%
2014 9.1%
2013 9.1%
2012 9.8%
Fund Manager information for Indiabulls Liquid Fund
NameSinceTenure
Karan Singh29 May 202.17 Yr.

Data below for Indiabulls Liquid Fund as on 30 Jun 22

Asset Allocation
Asset ClassValue
Cash100%
Debt Sector Allocation
SectorValue
Cash Equivalent86.95%
Corporate13.05%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ccil
CBLO/Reverse Repo | -
85%₹194 Cr194,050
↑ 194,050
Bank Of Baroda
Certificate of Deposit | -
7%₹15 Cr1,500,000
Axis Bank Limited
Certificate of Deposit | -
7%₹15 Cr1,500,000
Net Receivable/Payable
Net Current Assets | -
2%₹4 Cr
Hdfc Bank Limited
Net Current Assets | -
0%₹1 Cr60,000
↑ 60,000
182 DTB 14072022
Sovereign Bonds | -
₹0 Cr00
↓ -1,000,000

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 2021 was 17.5% , 2020 was 8.2% and 2019 was 12% .

Below is the key information for Indiabulls Blue Chip Fund

Indiabulls Blue Chip Fund
Growth
Launch Date 10 Feb 12
NAV (17 Aug 22) ₹29.53 ↑ 0.20   (0.68 %)
Net Assets (Cr) ₹88 on 30 Jun 22
Category Equity - Large Cap
AMC Indiabulls Asset Management Company Ltd.
Rating
Risk Moderately High
Expense Ratio 2.43
Sharpe Ratio -0.33
Information Ratio -1.35
Alpha Ratio -2.46
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
31 Jul 17₹10,000
31 Jul 18₹10,956
31 Jul 19₹10,669
31 Jul 20₹10,157
31 Jul 21₹13,918
31 Jul 22₹14,754

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 ₹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 17 Aug 22

DurationReturns
1 Month 10.6%
3 Month 10.9%
6 Month 3.8%
1 Year 6.5%
3 Year 13.4%
5 Year 9.4%
10 Year
15 Year
Since launch 10.8%
Historical performance (Yearly) on absolute basis
YearReturns
2021 17.5%
2020 8.2%
2019 12%
2018 -1.4%
2017 33.4%
2016 4.4%
2015 3.2%
2014 28.7%
2013 4%
2012
Fund Manager information for Indiabulls Blue Chip Fund
NameSinceTenure
Sumit Bhatnagar5 May 211.24 Yr.

Data below for Indiabulls Blue Chip Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Financial Services42.63%
Technology11.7%
Consumer Cyclical9.14%
Industrials9.04%
Energy8.87%
Consumer Defensive5.14%
Basic Materials3.52%
Health Care3.19%
Communication Services2.79%
Utility1.31%
Asset Allocation
Asset ClassValue
Cash2.66%
Equity97.34%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
11%₹10 Cr129,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 15 | RELIANCE
9%₹8 Cr33,633
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | HDFCBANK
8%₹7 Cr50,134
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 17 | HDFC
6%₹5 Cr24,068
Infosys Ltd (Technology)
Equity, Since 31 Jan 19 | INFY
6%₹5 Cr36,750
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
5%₹5 Cr27,743
State Bank of India (Financial Services)
Equity, Since 31 May 18 | SBIN
5%₹4 Cr88,450
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 17 | TCS
3%₹3 Cr9,704
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 17 | KOTAKBANK
3%₹3 Cr15,496
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Oct 15 | 500696
3%₹3 Cr10,700

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 7.9% since its launch.  Ranked 17 in Ultrashort Bond category. .

Below is the key information for Indiabulls Ultra Short Term Fund

Indiabulls Ultra Short Term Fund
Growth
Launch Date 6 Jan 12
NAV (31 Mar 21) ₹2,021.64 ↑ 0.84   (0.04 %)
Net Assets (Cr) ₹18 on 28 Feb 21
Category Debt - Ultrashort Bond
AMC Indiabulls Asset Management Company Ltd.
Rating
Risk Moderately Low
Expense Ratio 0.68
Sharpe Ratio 0.98
Information Ratio 0
Alpha Ratio 0
Min Investment 500
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 3.23%
Effective Maturity 1 Day
Modified Duration 1 Day
Sub Cat. Ultrashort Bond

Growth of 10,000 investment over the years.

DateValue
31 Jul 17₹10,000
31 Jul 18₹10,659
31 Jul 19₹11,504
31 Jul 20₹12,263

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 ₹200,132.
Net Profit of ₹20,132
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 17 Aug 22

DurationReturns
1 Month 0.2%
3 Month 0.8%
6 Month 1.5%
1 Year 4.2%
3 Year 6.2%
5 Year 6.8%
10 Year
15 Year
Since launch 7.9%
Historical performance (Yearly) on absolute basis
YearReturns
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
Fund Manager information for Indiabulls Ultra Short Term Fund
NameSinceTenure

Data below for Indiabulls Ultra Short Term Fund as on 28 Feb 21

Asset Allocation
Asset ClassValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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 6.4% since its launch.  Ranked 30 in Short term Bond category.  Return for 2021 was 2.4% , 2020 was 6.5% and 2019 was 5% .

Below is the key information for Indiabulls Short Term Fund

Indiabulls Short Term Fund
Growth
Launch Date 13 Sep 13
NAV (17 Aug 22) ₹1,744.23 ↑ 3.46   (0.20 %)
Net Assets (Cr) ₹24 on 30 Jun 22
Category Debt - Short term Bond
AMC Indiabulls Asset Management Company Ltd.
Rating
Risk Moderate
Expense Ratio 1.43
Sharpe Ratio -1.91
Information Ratio 0
Alpha Ratio 0
Min Investment 500
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 6.58%
Effective Maturity 2 Years 14 Days
Modified Duration
Sub Cat. Short term Bond

Growth of 10,000 investment over the years.

DateValue
31 Jul 17₹10,000
31 Jul 18₹10,560
31 Jul 19₹11,449
31 Jul 20₹11,954
31 Jul 21₹12,343
31 Jul 22₹12,508

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 ₹194,235.
Net Profit of ₹14,235
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 17 Aug 22

DurationReturns
1 Month 0.8%
3 Month 1.4%
6 Month 0.5%
1 Year 1.5%
3 Year 3.1%
5 Year 4.6%
10 Year
15 Year
Since launch 6.4%
Historical performance (Yearly) on absolute basis
YearReturns
2021 2.4%
2020 6.5%
2019 5%
2018 7.4%
2017 6%
2016 8.5%
2015 9.9%
2014 8.2%
2013
2012
Fund Manager information for Indiabulls Short Term Fund
NameSinceTenure
Karan Singh16 Apr 184.29 Yr.

Data below for Indiabulls Short Term Fund as on 30 Jun 22

Asset Allocation
Asset ClassValue
Debt Sector Allocation
SectorValue
Government63.5%
Cash Equivalent28.75%
Corporate7.75%
Credit Quality
RatingValue
AA9.88%
AAA90.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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 7.5% since its launch.  Ranked 31 in Medium term Bond category. .

Below is the key information for Indiabulls Income Fund

Indiabulls Income Fund
Growth
Launch Date 4 Mar 13
NAV (31 Mar 21) ₹17.8687 ↑ 0.01   (0.04 %)
Net Assets (Cr) ₹16 on 28 Feb 21
Category Debt - Medium term Bond
AMC Indiabulls Asset Management Company Ltd.
Rating
Risk Moderate
Expense Ratio 0.72
Sharpe Ratio 1.4
Information Ratio -0.11
Alpha Ratio 1.82
Min Investment 500
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 3.23%
Effective Maturity 1 Day
Modified Duration 1 Day
Sub Cat. Medium term Bond

Growth of 10,000 investment over the years.

DateValue
31 Jul 17₹10,000
31 Jul 18₹10,775
31 Jul 19₹11,789
31 Jul 20₹12,768

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 ₹203,125.
Net Profit of ₹23,125
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 17 Aug 22

DurationReturns
1 Month 0.2%
3 Month 0.6%
6 Month 3%
1 Year 6.9%
3 Year 7.3%
5 Year 7.6%
10 Year
15 Year
Since launch 7.5%
Historical performance (Yearly) on absolute basis
YearReturns
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
Fund Manager information for Indiabulls Income Fund
NameSinceTenure

Data below for Indiabulls Income Fund as on 28 Feb 21

Asset Allocation
Asset ClassValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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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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