Fincash » Indiabulls Mutual Fund » Best Indiabulls Mutua Fund Schemes
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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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Fund NAV Net Assets (Cr) Min Investment Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) Since launch (%) 2024 (%) Indiabulls Liquid Fund Growth ₹2,526.63
↑ 0.57 ₹212 500 500 1.6 3.5 7.2 6.9 5.4 7 7.4 Indiabulls Ultra Short Term Fund Growth ₹2,021.64
↑ 0.84 ₹18 500 500 0.8 1.5 4.2 6.2 6.8 7.9 Indiabulls Blue Chip Fund Growth ₹43.3
↓ -0.23 ₹128 500 500 10.9 3 0.5 18.6 18 11.6 12.5 Indiabulls Short Term Fund Growth ₹2,092.51
↑ 1.85 ₹72 500 500 2.5 5 8.7 6.7 4.9 6.5 6.7 Indiabulls Income Fund Growth ₹17.8687
↑ 0.01 ₹16 500 500 0.6 3 6.9 7.3 7.6 7.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jul 25
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 Below is the key information for Indiabulls Liquid Fund Returns up to 1 year are on 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 Below is the key information for Indiabulls Ultra Short Term Fund Returns up to 1 year are on 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 Below is the key information for Indiabulls Blue Chip Fund Returns up to 1 year are on 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 Below is the key information for Indiabulls Short Term Fund Returns up to 1 year are on 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 Below is the key information for Indiabulls Income Fund Returns up to 1 year are on 1. Indiabulls Liquid Fund
CAGR/Annualized
return of 7% since its launch. Ranked 2 in Liquid Fund
category. Return for 2024 was 7.4% , 2023 was 6.8% and 2022 was 4.6% . Indiabulls Liquid Fund
Growth Launch Date 27 Oct 11 NAV (02 Jul 25) ₹2,526.63 ↑ 0.57 (0.02 %) Net Assets (Cr) ₹212 on 31 May 25 Category Debt - Liquid Fund AMC Indiabulls Asset Management Company Ltd. Rating ☆☆☆☆☆ Risk Low Expense Ratio 0.25 Sharpe Ratio 2.96 Information Ratio -1.75 Alpha Ratio -0.09 Min Investment 500 Min SIP Investment 500 Exit Load NIL Yield to Maturity 6.21% Effective Maturity 1 Month 8 Days Modified Duration 1 Month 8 Days Sub Cat. Liquid Fund Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹10,311 30 Jun 22 ₹10,650 30 Jun 23 ₹11,298 30 Jun 24 ₹12,118 30 Jun 25 ₹12,993 Returns for Indiabulls Liquid Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 2 Jul 25 Duration Returns 1 Month 0.5% 3 Month 1.6% 6 Month 3.5% 1 Year 7.2% 3 Year 6.9% 5 Year 5.4% 10 Year 15 Year Since launch 7% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.4% 2023 6.8% 2022 4.6% 2021 3.1% 2020 3.9% 2019 6.6% 2018 7.3% 2017 6.7% 2016 7.8% 2015 8.5% Fund Manager information for Indiabulls Liquid Fund
Name Since Tenure Kaustubh Sule 11 May 23 2.14 Yr. Data below for Indiabulls Liquid Fund as on 31 May 25
Asset Allocation
Asset Class Value Cash 99.8% Other 0.2% Debt Sector Allocation
Sector Value Cash Equivalent 65.74% Corporate 27.19% Government 6.87% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reverse Repo 16-Jun-25
CBLO/Reverse Repo | -12% ₹34 Cr Indian Bank
Domestic Bonds | -9% ₹25 Cr 2,500,000
↑ 2,500,000 Power Finance Corporation Limited
Debentures | -9% ₹25 Cr 2,450,000
↑ 2,450,000 Bajaj Financial Securities Limited
Commercial Paper | -8% ₹24 Cr 2,400,000
↑ 2,400,000 Punjab National Bank
Certificate of Deposit | -7% ₹20 Cr 2,000,000 Bank Of Baroda
Certificate of Deposit | -7% ₹20 Cr 2,000,000
↑ 2,000,000 India (Republic of)
- | -7% ₹20 Cr 2,000,000
↑ 2,000,000 Small Industries Development Bank of India
Commercial Paper | -7% ₹20 Cr 2,000,000
↑ 2,000,000 Canara Bank
Certificate of Deposit | -7% ₹19 Cr 1,900,000
↑ 1,900,000 Bajaj Housing Finance Ltd.
Commercial Paper | -6% ₹17 Cr 1,700,000
↑ 1,700,000 2. Indiabulls Ultra Short Term Fund
CAGR/Annualized
return of 7.9% since its launch. Ranked 17 in Ultrashort Bond
category. . 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.
Date Value 30 Jun 20 ₹10,000 Returns for Indiabulls Ultra Short Term Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 2 Jul 25 Duration Returns 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
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Indiabulls Ultra Short Term Fund
Name Since Tenure Data below for Indiabulls Ultra Short Term Fund as on 28 Feb 21
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Indiabulls Blue Chip Fund
CAGR/Annualized
return of 11.6% since its launch. Ranked 22 in Large Cap
category. Return for 2024 was 12.5% , 2023 was 22.3% and 2022 was 4.4% . Indiabulls Blue Chip Fund
Growth Launch Date 10 Feb 12 NAV (02 Jul 25) ₹43.3 ↓ -0.23 (-0.53 %) Net Assets (Cr) ₹128 on 31 May 25 Category Equity - Large Cap AMC Indiabulls Asset Management Company Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.32 Sharpe Ratio -0.13 Information Ratio -0.26 Alpha Ratio -4.94 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 30 Jun 20 ₹10,000 30 Jun 21 ₹14,192 30 Jun 22 ₹14,014 30 Jun 23 ₹16,964 30 Jun 24 ₹23,106 30 Jun 25 ₹23,474 Returns for Indiabulls Blue Chip Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 2 Jul 25 Duration Returns 1 Month 3.5% 3 Month 10.9% 6 Month 3% 1 Year 0.5% 3 Year 18.6% 5 Year 18% 10 Year 15 Year Since launch 11.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 12.5% 2023 22.3% 2022 4.4% 2021 17.5% 2020 8.2% 2019 12% 2018 -1.4% 2017 33.4% 2016 4.4% 2015 3.2% Fund Manager information for Indiabulls Blue Chip Fund
Name Since Tenure Anupam Tiwari 4 May 23 2.16 Yr. Data below for Indiabulls Blue Chip Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 38.04% Industrials 15.42% Consumer Cyclical 11.23% Technology 10.03% Health Care 6.99% Communication Services 4.17% Basic Materials 3.61% Utility 2.66% Consumer Defensive 1.87% Asset Allocation
Asset Class Value Cash 1.82% Equity 98.17% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK9% ₹12 Cr 82,625 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | HDFCBANK9% ₹12 Cr 61,275 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT5% ₹6 Cr 16,211 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL4% ₹5 Cr 28,669 Reliance Industries Limited 26/06/2025
Derivatives, Since 31 May 25 | -4% ₹5 Cr 37,000
↑ 37,000 Groww Liquid Fund Dir Gr
Investment Fund | -4% ₹5 Cr 19,171 Infosys Ltd (Technology)
Equity, Since 31 Jan 19 | INFY3% ₹4 Cr 28,205
↑ 20,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | BAJFINANCE3% ₹4 Cr 4,698 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jan 25 | BEL3% ₹4 Cr 110,243 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 15 Jun 23 | M&M3% ₹4 Cr 13,617 4. Indiabulls Short Term Fund
CAGR/Annualized
return of 6.5% since its launch. Ranked 30 in Short term Bond
category. Return for 2024 was 6.7% , 2023 was 5.5% and 2022 was 2% . Indiabulls Short Term Fund
Growth Launch Date 13 Sep 13 NAV (02 Jul 25) ₹2,092.51 ↑ 1.85 (0.09 %) Net Assets (Cr) ₹72 on 31 May 25 Category Debt - Short term Bond AMC Indiabulls Asset Management Company Ltd. Rating ☆☆☆ Risk Moderate Expense Ratio 1.46 Sharpe Ratio 1.74 Information Ratio 0 Alpha Ratio 0 Min Investment 500 Min SIP Investment 500 Exit Load NIL Yield to Maturity 6.6% Effective Maturity 3 Years 3 Months 22 Days Modified Duration 2 Years 9 Months Sub Cat. Short term Bond Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹10,361 30 Jun 22 ₹10,467 30 Jun 23 ₹11,017 30 Jun 24 ₹11,683 30 Jun 25 ₹12,686 Returns for Indiabulls Short Term Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 2 Jul 25 Duration Returns 1 Month 0.3% 3 Month 2.5% 6 Month 5% 1 Year 8.7% 3 Year 6.7% 5 Year 4.9% 10 Year 15 Year Since launch 6.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.7% 2023 5.5% 2022 2% 2021 2.4% 2020 6.5% 2019 5% 2018 7.4% 2017 6% 2016 8.5% 2015 9.9% Fund Manager information for Indiabulls Short Term Fund
Name Since Tenure Kaustubh Sule 11 May 23 2.14 Yr. Data below for Indiabulls Short Term Fund as on 31 May 25
Asset Allocation
Asset Class Value Cash 40.91% Debt 58.92% Other 0.17% Debt Sector Allocation
Sector Value Corporate 48.94% Cash Equivalent 36.79% Government 14.1% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity National Bank For Agriculture And Rural Development
Debentures | -5% ₹5 Cr 500,000 National Housing Bank
Debentures | -5% ₹5 Cr 500,000 Ultratech Cement Limited
Debentures | -5% ₹5 Cr 500,000 Small Industries Development Bank Of India
Debentures | -5% ₹5 Cr 500,000 Power Finance Corporation Limited
Debentures | -5% ₹5 Cr 500,000 Bajaj Finance Limited
Debentures | -5% ₹5 Cr 500,000 Bajaj Housing Finance Limited
Debentures | -5% ₹5 Cr 500,000 Nhpc Limited
Debentures | -5% ₹5 Cr 500,000 Indian Railway Finance Corporation Limited
Debentures | -5% ₹5 Cr 470,000
↑ 470,000 Sundaram Finance Limited
Debentures | -4% ₹4 Cr 420,000 5. Indiabulls Income Fund
CAGR/Annualized
return of 7.5% since its launch. Ranked 31 in Medium term Bond
category. . 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.
Date Value 30 Jun 20 ₹10,000 Returns for Indiabulls Income Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 2 Jul 25 Duration Returns 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
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Indiabulls Income Fund
Name Since Tenure Data below for Indiabulls Income Fund as on 28 Feb 21
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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