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ইন্ডিয়াবুলস মিউচুয়াল ফান্ড দ্রুত বর্ধমান একAMCs ভারতে. ফান্ড হাউস দুটি প্রধান পণ্য —ণ এবং ইক্যুইটিতে ফোকাস করে। উভয় তহবিলই ভাল লাভ এবং আর্থিক স্থিতিশীলতার এক দুর্দান্ত উপায়।
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ইন্ডিয়াবুলস এএমসির সেরা মিউচুয়াল তহবিল
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 ₹2,544.17
↑ 1.19 ₹328 500 500 1.5 3.3 7 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 ₹42.47
↑ 0.06 ₹130 500 500 2.9 11 1 13.4 16.3 11.3 12.5 Indiabulls Short Term Fund Growth ₹2,101.04
↑ 1.89 ₹97 500 500 1.6 4.6 7.9 6.5 4.8 6.4 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 17 Aug 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Indiabulls Liquid Fund Indiabulls Ultra Short Term Fund Indiabulls Blue Chip Fund Indiabulls Short Term Fund Indiabulls Income Fund Point 1 Highest AUM (₹328 Cr). Bottom quartile AUM (₹18 Cr). Upper mid AUM (₹130 Cr). Lower mid AUM (₹97 Cr). Bottom quartile AUM (₹16 Cr). Point 2 Oldest track record among peers (13 yrs). Established history (13+ yrs). Established history (13+ yrs). Established history (11+ yrs). Established history (12+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 4★ (lower mid). Rating: 3★ (bottom quartile). Rating: 2★ (bottom quartile). Point 4 Risk profile: Low. Risk profile: Moderately Low. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 7.03% (upper mid). 1Y return: 4.17% (bottom quartile). 5Y return: 16.25% (top quartile). 1Y return: 7.86% (top quartile). 1Y return: 6.92% (lower mid). Point 6 1M return: 0.46% (top quartile). 1M return: 0.24% (upper mid). 3Y return: 13.43% (top quartile). 1M return: 0.23% (bottom quartile). 1M return: 0.24% (lower mid). Point 7 Sharpe: 3.32 (top quartile). Sharpe: 0.98 (bottom quartile). 1Y return: 1.05% (bottom quartile). Sharpe: 1.42 (upper mid). Sharpe: 1.40 (lower mid). Point 8 Information ratio: -1.49 (bottom quartile). Information ratio: 0.00 (top quartile). Alpha: -3.92 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.11 (lower mid). Point 9 Yield to maturity (debt): 5.87% (upper mid). Yield to maturity (debt): 3.23% (lower mid). Sharpe: -0.26 (bottom quartile). Yield to maturity (debt): 6.49% (top quartile). Yield to maturity (debt): 3.23% (bottom quartile). Point 10 Modified duration: 0.16 yrs (bottom quartile). Modified duration: 0.00 yrs (upper mid). Information ratio: -0.17 (bottom quartile). Modified duration: 2.81 yrs (bottom quartile). Modified duration: 0.00 yrs (lower mid). Indiabulls Liquid Fund
Indiabulls Ultra Short Term Fund
Indiabulls Blue Chip Fund
Indiabulls Short Term Fund
Indiabulls Income 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. 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. Research Highlights for Indiabulls Ultra Short Term Fund 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. Research Highlights for Indiabulls Blue Chip Fund 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. Research Highlights for Indiabulls Short Term Fund 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. Research Highlights for Indiabulls Income Fund Below is the key information for Indiabulls Income Fund Returns up to 1 year are on 1. Indiabulls Liquid Fund
Indiabulls Liquid Fund
Growth Launch Date 27 Oct 11 NAV (17 Aug 25) ₹2,544.17 ↑ 1.19 (0.05 %) Net Assets (Cr) ₹328 on 15 Jul 25 Category Debt - Liquid Fund AMC Indiabulls Asset Management Company Ltd. Rating ☆☆☆☆☆ Risk Low Expense Ratio 0.25 Sharpe Ratio 3.32 Information Ratio -1.49 Alpha Ratio -0.1 Min Investment 500 Min SIP Investment 500 Exit Load NIL Yield to Maturity 5.87% Effective Maturity 1 Month 29 Days Modified Duration 1 Month 28 Days Sub Cat. Liquid Fund Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹10,311 31 Jul 22 ₹10,663 31 Jul 23 ₹11,333 31 Jul 24 ₹12,162 31 Jul 25 ₹13,023 Returns for Indiabulls Liquid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Aug 25 Duration Returns 1 Month 0.5% 3 Month 1.5% 6 Month 3.3% 1 Year 7% 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 2.23 Yr. Data below for Indiabulls Liquid Fund as on 15 Jul 25
Asset Allocation
Asset Class Value Cash 99.79% Other 0.21% Debt Sector Allocation
Sector Value Cash Equivalent 83.95% Corporate 12.11% Government 3.73% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reverse Repo 16-Jul-25
CBLO/Reverse Repo | -13% ₹41 Cr Reliance Retail Ventures Limited
Commercial Paper | -8% ₹25 Cr 2,500,000
↑ 2,500,000 Punjab National Bank
Domestic Bonds | -8% ₹25 Cr 2,500,000 HDFC Bank Ltd.
Debentures | -8% ₹25 Cr 2,500,000 Indian Oil Corp Ltd.
Commercial Paper | -8% ₹25 Cr 2,500,000
↑ 2,500,000 LIC Housing Finance Ltd.
Commercial Paper | -8% ₹25 Cr 2,500,000 Power Finance Corporation Limited
Debentures | -7% ₹25 Cr 2,450,000 Bajaj Financial Securities Limited
Commercial Paper | -7% ₹24 Cr 2,400,000 Bank Of Baroda
Certificate of Deposit | -6% ₹20 Cr 2,000,000 Axis Bank Limited
Certificate of Deposit | -6% ₹20 Cr 2,000,000
↑ 1,500,000 2. 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.
Date Value 31 Jul 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 17 Aug 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
Indiabulls Blue Chip Fund
Growth Launch Date 10 Feb 12 NAV (14 Aug 25) ₹42.47 ↑ 0.06 (0.14 %) Net Assets (Cr) ₹130 on 30 Jun 25 Category Equity - Large Cap AMC Indiabulls Asset Management Company Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.32 Sharpe Ratio -0.26 Information Ratio -0.17 Alpha Ratio -3.92 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 Jul 20 ₹10,000 31 Jul 21 ₹13,704 31 Jul 22 ₹14,527 31 Jul 23 ₹16,564 31 Jul 24 ₹22,474 31 Jul 25 ₹21,914 Returns for Indiabulls Blue Chip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Aug 25 Duration Returns 1 Month -0.9% 3 Month 2.9% 6 Month 11% 1 Year 1% 3 Year 13.4% 5 Year 16.3% 10 Year 15 Year Since launch 11.3% 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 2.25 Yr. Data below for Indiabulls Blue Chip Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 38.71% Industrials 12.1% Consumer Cyclical 11.52% Technology 9.88% Health Care 6.27% Communication Services 4.42% Basic Materials 3.67% Utility 2.56% Energy 2.07% Consumer Defensive 2.01% Asset Allocation
Asset Class Value Cash 6.77% Equity 93.22% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | HDFCBANK9% ₹12 Cr 61,275 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5321749% ₹12 Cr 82,625 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% ₹6 Cr 28,669 Infosys Ltd (Technology)
Equity, Since 31 Jan 19 | INFY3% ₹5 Cr 28,205 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000343% ₹4 Cr 46,980
↑ 37,584 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | KOTAKBANK3% ₹4 Cr 18,865
↑ 6,231 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 May 23 | CHOLAFIN3% ₹4 Cr 24,992 Titan Co Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | TITAN3% ₹4 Cr 10,330 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 25 | SBILIFE3% ₹4 Cr 19,697 4. Indiabulls Short Term Fund
Indiabulls Short Term Fund
Growth Launch Date 13 Sep 13 NAV (14 Aug 25) ₹2,101.04 ↑ 1.89 (0.09 %) Net Assets (Cr) ₹97 on 30 Jun 25 Category Debt - Short term Bond AMC Indiabulls Asset Management Company Ltd. Rating ☆☆☆ Risk Moderate Expense Ratio 1.46 Sharpe Ratio 1.42 Information Ratio 0 Alpha Ratio 0 Min Investment 500 Min SIP Investment 500 Exit Load NIL Yield to Maturity 6.49% Effective Maturity 3 Years 6 Months 4 Days Modified Duration 2 Years 9 Months 22 Days Sub Cat. Short term Bond Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹10,325 31 Jul 22 ₹10,463 31 Jul 23 ₹10,963 31 Jul 24 ₹11,698 31 Jul 25 ₹12,657 Returns for Indiabulls Short Term Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Aug 25 Duration Returns 1 Month 0.2% 3 Month 1.6% 6 Month 4.6% 1 Year 7.9% 3 Year 6.5% 5 Year 4.8% 10 Year 15 Year Since launch 6.4% 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 2.23 Yr. Data below for Indiabulls Short Term Fund as on 30 Jun 25
Asset Allocation
Asset Class Value Cash 10.09% Debt 89.66% Other 0.24% Debt Sector Allocation
Sector Value Corporate 65.74% Government 23.92% Cash Equivalent 10.09% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Small Industries Development Bank Of India
Debentures | -9% ₹13 Cr 1,300,000
↑ 800,000 Rural Electrification Corporation Limited
Debentures | -7% ₹10 Cr 1,000,000
↑ 1,000,000 6.79% Govt Stock 2034
Sovereign Bonds | -7% ₹10 Cr 1,000,000 Export Import Bank Of India
Debentures | -6% ₹9 Cr 900,000 Power Finance Corporation Limited
Debentures | -6% ₹9 Cr 900,000 National Bank For Agriculture And Rural Development
Debentures | -4% ₹5 Cr 500,000 6.75% Govt Stock 2029
Sovereign Bonds | -4% ₹5 Cr 500,000
↑ 500,000 National Bank For Agriculture And Rural Development
Debentures | -4% ₹5 Cr 500,000
↑ 500,000 Ultratech Cement Limited
Debentures | -4% ₹5 Cr 500,000 National Housing Bank
Debentures | -4% ₹5 Cr 500,000 5. 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.
Date Value 31 Jul 20 ₹10,000 Returns for Indiabulls Income Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Aug 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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Research Highlights for Indiabulls Liquid Fund