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5 Best Indiabulls Mutual Fund Schemes 2019

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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

FundNAVNet Assets (Cr)Min InvestmentMin SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)Since launch (%)2018 (%)
Indiabulls Liquid Fund Growth ₹1,888.53
↑ 0.31
₹545 500 500 1.43.16.86.97.58.27.3
Indiabulls Blue Chip Fund Growth ₹22.26
↑ 0.10
₹191 500 500 9.16.41213.69.310.8-1.4
Indiabulls Ultra Short Term Fund Growth ₹1,898.59
↑ 0.36
₹40 500 500 1.63.787.37.98.57.1
Indiabulls Short Term Fund Growth ₹1,581.5
↑ 0.21
₹57 500 500 -0.71.35.96.17.47.77.4
Indiabulls Income Fund Growth ₹16.3098
↑ 0.01
₹17 500 500 1.44.59.16.98.17.69.4
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.

DateValue
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

   
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 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

DurationReturns
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
YearReturns
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
NameSinceTenure
Vikrant Mehta20 Jun 190 Yr.
Malay Shah22 Aug 144.78 Yr.
Sourabh Sharma17 Jan 190.37 Yr.

Data below for Indiabulls Liquid Fund as on 31 Oct 19

Asset Allocation
Asset ClassValue
Cash100%
Debt Sector Allocation
SectorValue
Corporate54.57%
Cash Equivalent45.43%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Net Receivable/Payable
Net Current Assets | -
17%₹107 Cr
SBI GLOBAL FACTORS LIMITED
Commercial Paper | -
13%₹80 Cr8,000,000
BANK OF BARODA
Certificate of Deposit | -
12%₹75 Cr7,500,000
↑ 7,500,000
BIRLA GROUP HOLDINGS PRIVATE LIMITED
Commercial Paper | -
8%₹50 Cr5,000,000
NETWORK18 MEDIA & INVESTMENTS LIMITED (EARLIER NETWORK 18 FINCAP LTD)
Commercial Paper | -
8%₹50 Cr5,000,000
PTC India Limited
Commercial Paper | -
8%₹50 Cr5,000,000
NTPC-SAIL POWER COMPANY LIMITED
Commercial Paper | -
8%₹50 Cr5,000,000
BANK OF INDIA
Certificate of Deposit | -
7%₹45 Cr4,500,000
↑ 4,500,000
Hdfc Bank Ltd
Certificate of Deposit | -
5%₹30 Cr3,000,000
NTPC LIMITED
Commercial Paper | -
4%₹25 Cr2,500,000
↓ -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.

DateValue
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

   
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 20 Nov 19

DurationReturns
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
YearReturns
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
NameSinceTenure
Veekesh Gandhi29 Oct 180.59 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services47.33%
Consumer Defensive10.75%
Energy10.49%
Technology9.42%
Industrials4.37%
Consumer Cyclical3.56%
Utility3.06%
Basic Materials1.53%
Health Care1.17%
Asset Allocation
Asset ClassValue
Cash8.31%
Equity91.67%
Debt0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | HDFCBANK
12%₹24 Cr196,802
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 15 | RELIANCE
10%₹22 Cr164,120
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
9%₹19 Cr431,223
↓ -50,000
Ccil
CBLO/Reverse Repo | -
8%₹18 Cr17,620
↑ 17,620
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 17 | TCS
6%₹13 Cr61,406
↓ -9,400
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 17 | KOTAKBANK
6%₹11 Cr69,830
↓ -6,800
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 17 | HDFC
5%₹11 Cr57,698
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
5%₹11 Cr160,022
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
4%₹9 Cr61,739
↓ -14,100
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 19 | ITC
4%₹9 Cr345,000

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.

DateValue
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

   
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 20 Nov 19

DurationReturns
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
YearReturns
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
NameSinceTenure
Vikrant Mehta20 Jun 190.28 Yr.
Malay Shah22 Aug 145.11 Yr.
Sourabh Sharma17 Jan 190.7 Yr.

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

Asset Allocation
Asset ClassValue
Cash60.56%
Debt39.44%
Debt Sector Allocation
SectorValue
Cash Equivalent50.86%
Corporate49.14%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ccil
CBLO/Reverse Repo | -
38%₹16 Cr16,460
↑ 16,460
State Bank Of Patiala
Debentures | -
33%₹14 Cr1,420,000
HOUSING DEVELOPMENT FINANCE CORPORATION LIMITED
Commercial Paper | -
10%₹4 Cr450,000
IDFC FIRST BANK LIMITED
Certificate of Deposit | -
9%₹4 Cr400,000
LIC Housing Finance Limited
Debentures | -
7%₹3 Cr300,000
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.

DateValue
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

   
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 20 Nov 19

DurationReturns
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
YearReturns
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
NameSinceTenure
Vikrant Mehta20 Jun 190 Yr.
Karan Singh16 Apr 181.12 Yr.

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

Asset Allocation
Asset ClassValue
Cash46.49%
Debt53.51%
Debt Sector Allocation
SectorValue
Cash Equivalent46.49%
Corporate36.86%
Government16.65%
Credit Quality
RatingValue
A45.29%
AA13.35%
AAA41.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ccil
CBLO/Reverse Repo | -
43%₹26 Cr26,170
↑ 26,170
Forbes Technosys Limited
Debentures | -
28%₹17 Cr1,730,000
IDFC FIRST BANK LIMITED
Certificate of Deposit | -
9%₹6 Cr600,000
GOVT STOCK
Sovereign Bonds | -
8%₹5 Cr500,000
↑ 500,000
Indiabulls Housing Finance Limited
Debentures | -
8%₹5 Cr600,000
HINDUSTAN PETROLEUM CORPORATION LIMITED
Debentures | -
8%₹5 Cr500,000
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.

DateValue
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

   
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 20 Nov 19

DurationReturns
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
YearReturns
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
NameSinceTenure
Vikrant Mehta20 Jun 190.37 Yr.
Karan Singh16 Apr 181.54 Yr.

Data below for Indiabulls Income Fund as on 31 Oct 19

Asset Allocation
Asset ClassValue
Cash33.58%
Debt66.42%
Debt Sector Allocation
SectorValue
Government57.34%
Cash Equivalent33.58%
Corporate9.08%
Credit Quality
RatingValue
A5.43%
AAA94.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
GOVT STOCK
Sovereign Bonds | -
19%₹3 Cr300,000
Ccil
CBLO/Reverse Repo | -
18%₹3 Cr3,020
↑ 3,020
GOVT STOCK
Sovereign Bonds | -
17%₹3 Cr275,000
INDIAN RAILWAY FINANCE CORPORATION LIMITED
Debentures | -
12%₹2 Cr200,000
IDFC FIRST BANK LIMITED
Certificate of Deposit | -
11%₹2 Cr200,000
HINDUSTAN PETROLEUM CORPORATION LIMITED
Debentures | -
9%₹1 Cr150,000
State Bank Of Patiala
Debentures | -
5%₹1 Cr80,000
Forbes Technosys Limited
Debentures | -
4%₹1 Cr70,000
Net Receivable/Payable
Net Current Assets | -
4%₹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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