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ઇન્ડિયાબુલ્સ મ્યુચ્યુઅલ ફંડ સૌથી ઝડપથી વિકસતા એક છેએએમસી ભારતમાં. ફંડ હાઉસ બે મુખ્ય ઉત્પાદનોમાં ધ્યાન કેન્દ્રિત કરે છે— દેવું અને ઇક્વિટી. સારા પ્રમાણમાં નફો અને નાણાકીય સ્થિરતા મેળવવા માટે બંને ભંડોળ એ એક સરસ રીત છે.
સરેરાશ જોખમ ધરાવતા રોકાણકારો રોકાણ કરી શકે છેTણ ભંડોળ અને સમય જતાં શ્રેષ્ઠ વળતર પ્રાપ્ત કરો. અને, રોકાણકારો કે જેમની પાસે ઉચ્ચ-જોખમ ભૂખ પસંદ કરી શકો છોરોકાણ ઇક્વિટી ફંડ્સ અને લાંબા ગાળાના લક્ષ્યોને પૂર્ણ કરે છે. નીચે પ્રમાણે શ્રેષ્ઠ ઇન્ડિયાબુલ્સ છેમ્યુચ્યુઅલ ફંડ યોજનાઓ જ્યાં તમે રોકાણ કરી શકો છો અને સારા વળતરથી લાભ મેળવી શકો છો. આ ભંડોળને એયુએમ, જેવા કેટલાક પરિમાણો દ્વારા શ shortર્ટલિસ્ટ કરવામાં આવ્યાં છે.ના, પાછલા પ્રદર્શન, સરેરાશ પીઅર રીટર્ન, વગેરે.
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ઇન્ડિયાબુલ્સ એએમસી દ્વારા શ્રેષ્ઠ મ્યુચ્યુઅલ ફંડ્સ
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 ₹2,618.95
↑ 0.45 ₹165 500 500 1.5 2.9 6.4 6.9 5.7 7 6.6 Indiabulls Blue Chip Fund Growth ₹44.51
↑ 0.12 ₹132 500 500 0.3 4.8 16.4 14.8 11.5 11.2 7.5 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 Short Term Fund Growth ₹2,149.77
↓ -0.15 ₹129 500 500 0.8 2.3 7 6.4 5 6.4 7.4 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 Feb 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Indiabulls Liquid Fund Indiabulls Blue Chip Fund Indiabulls Ultra Short Term Fund Indiabulls Short Term Fund Indiabulls Income Fund Point 1 Highest AUM (₹165 Cr). Upper mid AUM (₹132 Cr). Bottom quartile AUM (₹18 Cr). Lower mid AUM (₹129 Cr). Bottom quartile AUM (₹16 Cr). Point 2 Oldest track record among peers (14 yrs). Established history (14+ yrs). Established history (14+ yrs). Established history (12+ 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 High. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 6.38% (bottom quartile). 5Y return: 11.49% (top quartile). 1Y return: 4.17% (bottom quartile). 1Y return: 6.96% (upper mid). 1Y return: 6.92% (lower mid). Point 6 1M return: 0.54% (lower mid). 3Y return: 14.84% (top quartile). 1M return: 0.24% (bottom quartile). 1M return: 0.63% (upper mid). 1M return: 0.24% (bottom quartile). Point 7 Sharpe: 3.18 (top quartile). 1Y return: 16.40% (top quartile). Sharpe: 0.98 (lower mid). Sharpe: 0.87 (bottom quartile). Sharpe: 1.40 (upper mid). Point 8 Information ratio: -0.71 (bottom quartile). Alpha: -2.54 (bottom quartile). Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.11 (lower mid). Point 9 Yield to maturity (debt): 6.02% (upper mid). Sharpe: 0.16 (bottom quartile). Yield to maturity (debt): 3.23% (lower mid). Yield to maturity (debt): 6.84% (top quartile). Yield to maturity (debt): 3.23% (bottom quartile). Point 10 Modified duration: 0.17 yrs (bottom quartile). Information ratio: -0.28 (bottom quartile). Modified duration: 0.00 yrs (upper mid). Modified duration: 2.79 yrs (bottom quartile). Modified duration: 0.00 yrs (lower mid). Indiabulls Liquid Fund
Indiabulls Blue Chip Fund
Indiabulls Ultra Short Term 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 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 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 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 Feb 26) ₹2,618.95 ↑ 0.45 (0.02 %) Net Assets (Cr) ₹165 on 31 Dec 25 Category Debt - Liquid Fund AMC Indiabulls Asset Management Company Ltd. Rating ☆☆☆☆☆ Risk Low Expense Ratio 0.2 Sharpe Ratio 3.18 Information Ratio -0.71 Alpha Ratio 0 Min Investment 500 Min SIP Investment 500 Exit Load NIL Yield to Maturity 6.02% Effective Maturity 2 Months 1 Day Modified Duration 2 Months Sub Cat. Liquid Fund Growth of 10,000 investment over the years.
Date Value 31 Jan 21 ₹10,000 31 Jan 22 ₹10,307 31 Jan 23 ₹10,808 31 Jan 24 ₹11,548 31 Jan 25 ₹12,396 31 Jan 26 ₹13,187 Returns for Indiabulls Liquid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Feb 26 Duration Returns 1 Month 0.5% 3 Month 1.5% 6 Month 2.9% 1 Year 6.4% 3 Year 6.9% 5 Year 5.7% 10 Year 15 Year Since launch 7% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.6% 2023 7.4% 2022 6.8% 2021 4.6% 2020 3.1% 2019 3.9% 2018 6.6% 2017 7.3% 2016 6.7% 2015 7.8% Fund Manager information for Indiabulls Liquid Fund
Name Since Tenure Kaustubh Sule 11 May 23 2.73 Yr. Data below for Indiabulls Liquid Fund as on 31 Dec 25
Asset Allocation
Asset Class Value Cash 99.59% Debt 0.41% Debt Sector Allocation
Sector Value Cash Equivalent 49.45% Corporate 43.04% Government 7.52% Credit Quality
Rating Value AAA 99.54% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kotak Securities Limited
Commercial Paper | -11% ₹19 Cr 1,900,000
↑ 1,900,000 Bank Of Baroda
Certificate of Deposit | -10% ₹17 Cr 1,750,000
↑ 1,750,000 Reverse Repo 02-Feb-26
CBLO/Reverse Repo | -9% ₹16 Cr Kotak Mahindra Bank Limited
Certificate of Deposit | -9% ₹15 Cr 1,500,000 Indian Bank
Certificate of Deposit | -9% ₹15 Cr 1,500,000 Axis Bank Limited
Certificate of Deposit | -9% ₹15 Cr 1,500,000 Aditya Birla Capital Limited
Commercial Paper | -9% ₹15 Cr 1,500,000 HDFC Securities Ltd
Commercial Paper | -9% ₹15 Cr 1,500,000 Small Industries Development Bank Of India
Debentures | -6% ₹10 Cr 1,000,000 Union Bank Of India
Certificate of Deposit | -6% ₹10 Cr 1,000,000
↑ 1,000,000 2. Indiabulls Blue Chip Fund
Indiabulls Blue Chip Fund
Growth Launch Date 10 Feb 12 NAV (17 Feb 26) ₹44.51 ↑ 0.12 (0.27 %) Net Assets (Cr) ₹132 on 31 Dec 25 Category Equity - Large Cap AMC Indiabulls Asset Management Company Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.37 Sharpe Ratio 0.16 Information Ratio -0.28 Alpha Ratio -2.54 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 Jan 21 ₹10,000 31 Jan 22 ₹12,351 31 Jan 23 ₹12,445 31 Jan 24 ₹15,960 31 Jan 25 ₹16,949 31 Jan 26 ₹18,492 Returns for Indiabulls Blue Chip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Feb 26 Duration Returns 1 Month 1.8% 3 Month 0.3% 6 Month 4.8% 1 Year 16.4% 3 Year 14.8% 5 Year 11.5% 10 Year 15 Year Since launch 11.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.5% 2023 12.5% 2022 22.3% 2021 4.4% 2020 17.5% 2019 8.2% 2018 12% 2017 -1.4% 2016 33.4% 2015 4.4% Fund Manager information for Indiabulls Blue Chip Fund
Name Since Tenure Anupam Tiwari 4 May 23 2.75 Yr. Saptarshee Chatterjee 23 Sep 25 0.36 Yr. Gagan Thareja 20 Jan 26 0.03 Yr. Data below for Indiabulls Blue Chip Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 36.37% Industrials 11.96% Consumer Cyclical 11.65% Basic Materials 6.43% Communication Services 4.85% Health Care 4.63% Energy 4.45% Technology 3.85% Consumer Defensive 2.91% Real Estate 2.61% Utility 1.02% Asset Allocation
Asset Class Value Cash 9.26% Equity 90.74% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | HDFCBANK8% ₹11 Cr 116,132
↓ -6,418 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK8% ₹11 Cr 79,542
↓ -7,154 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT7% ₹9 Cr 23,289 State Bank of India (Financial Services)
Equity, Since 31 May 18 | SBIN5% ₹7 Cr 63,225
↓ -7,556 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL5% ₹6 Cr 31,820
↓ -10,265 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 25 | RELIANCE4% ₹6 Cr 40,860
↓ -21,004 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | BAJFINANCE4% ₹5 Cr 48,797 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 15 Jun 23 | M&M3% ₹3 Cr 10,119 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 25 | AXISBANK3% ₹3 Cr 24,911
↓ -1,691 Infosys Ltd (Technology)
Equity, Since 31 Jan 19 | INFY3% ₹3 Cr 20,623
↑ 5,633 3. 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 Jan 21 ₹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 Feb 26 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 4. Indiabulls Short Term Fund
Indiabulls Short Term Fund
Growth Launch Date 13 Sep 13 NAV (17 Feb 26) ₹2,149.77 ↓ -0.15 (-0.01 %) Net Assets (Cr) ₹129 on 31 Dec 25 Category Debt - Short term Bond AMC Indiabulls Asset Management Company Ltd. Rating ☆☆☆ Risk Moderate Expense Ratio 1.52 Sharpe Ratio 0.87 Information Ratio 0 Alpha Ratio 0 Min Investment 500 Min SIP Investment 500 Exit Load NIL Yield to Maturity 6.84% Effective Maturity 3 Years 5 Months 16 Days Modified Duration 2 Years 9 Months 14 Days Sub Cat. Short term Bond Growth of 10,000 investment over the years.
Date Value 31 Jan 21 ₹10,000 31 Jan 22 ₹10,237 31 Jan 23 ₹10,516 31 Jan 24 ₹11,096 31 Jan 25 ₹11,843 31 Jan 26 ₹12,641 Returns for Indiabulls Short Term Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Feb 26 Duration Returns 1 Month 0.6% 3 Month 0.8% 6 Month 2.3% 1 Year 7% 3 Year 6.4% 5 Year 5% 10 Year 15 Year Since launch 6.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.4% 2023 6.7% 2022 5.5% 2021 2% 2020 2.4% 2019 6.5% 2018 5% 2017 7.4% 2016 6% 2015 8.5% Fund Manager information for Indiabulls Short Term Fund
Name Since Tenure Kaustubh Sule 11 May 23 2.73 Yr. Data below for Indiabulls Short Term Fund as on 31 Dec 25
Asset Allocation
Asset Class Value Cash 28.8% Debt 71.2% Debt Sector Allocation
Sector Value Corporate 57.58% Cash Equivalent 28.8% Government 13.62% Credit Quality
Rating Value AAA 99.54% Top Securities Holdings / Portfolio
Name Holding Value Quantity Rural Electrification Corporation Limited
Debentures | -10% ₹10 Cr 1,000,000 Power Finance Corporation Limited
Debentures | -9% ₹9 Cr 900,000 Export Import Bank Of India
Debentures | -9% ₹9 Cr 900,000 Power Grid Corporation Of India Limited
Debentures | -8% ₹8 Cr 800,000 Aditya Birla Housing Finance Limited
Debentures | -5% ₹5 Cr 500,000 Hdb Financial Services Limited
Debentures | -5% ₹5 Cr 500,000 Nhpc Limited
Debentures | -5% ₹5 Cr 500,000 L&T Finance Limited
Debentures | -5% ₹5 Cr 500,000 Indian Railway Finance Corporation Limited
Debentures | -5% ₹5 Cr 470,000 Sundaram Finance Limited
Debentures | -4% ₹4 Cr 420,000 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 Jan 21 ₹10,000 Returns for Indiabulls Income Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Feb 26 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
Iનલાઇન ઇન્ડિયાબુલ્સ મ્યુચ્યુઅલ ફંડમાં કેવી રીતે રોકાણ કરવું?
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Research Highlights for Indiabulls Liquid Fund