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5 बेस्ट इंडियाबुल्स म्यूचुअल फंड स्कीम 2022
इंडियाबुल्स म्यूचुअल फंड सबसे तेजी से बढ़ने वाले में से एक हैएएमसी भारत में। फंड हाउस दो मुख्य उत्पादों- डेट और इक्विटी पर फोकस करता है। दोनों फंड अच्छा मुनाफा और वित्तीय स्थिरता अर्जित करने का एक शानदार तरीका हैं।
औसत जोखिम वाले निवेशक निवेश कर सकते हैंडेट फंड और समय के साथ इष्टतम रिटर्न अर्जित करें। और, जिन निवेशकों के पास उच्च-जोखिम उठाने का माद्दा पसंद कर सकते हैंनिवेश इक्विटी फंड और दीर्घकालिक लक्ष्यों को पूरा करें। सबसे अच्छे इंडियाबुल्स निम्नलिखित हैं:म्यूचुअल फंड जिन योजनाओं में आप निवेश कर सकते हैं और अच्छे रिटर्न के साथ लाभ उठा सकते हैं। इन फंडों को एयूएम जैसे कुछ मानकों को पूरा करके शॉर्टलिस्ट किया गया है।नहीं हैं, पिछले प्रदर्शन, औसत सहकर्मी रिटर्न, आदि।
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इंडियाबुल्स एएमसी द्वारा सर्वश्रेष्ठ म्युचुअल फंड
Fund NAV Net Assets (Cr) Min Investment Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) Since launch (%) 2023 (%) Indiabulls Liquid Fund Growth ₹2,322.87
↑ 0.49 ₹191 500 500 1.9 3.7 7.2 5.2 5 7 6.8 Indiabulls Blue Chip Fund Growth ₹38.76
↓ -0.22 ₹116 500 500 4.2 19.1 33.4 16.6 12.9 11.8 22.3 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 ₹1,897.68
↓ -0.55 ₹38 500 500 1.3 3.5 5.3 3.8 4.1 6.2 5.5 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 16 Apr 24
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 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 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 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 2023 was 6.8% , 2022 was 4.6% and 2021 was 3.1% . Indiabulls Liquid Fund
Growth Launch Date 27 Oct 11 NAV (16 Apr 24) ₹2,322.87 ↑ 0.49 (0.02 %) Net Assets (Cr) ₹191 on 29 Feb 24 Category Debt - Liquid Fund AMC Indiabulls Asset Management Company Ltd. Rating ☆☆☆☆☆ Risk Low Expense Ratio 0.27 Sharpe Ratio -1.05 Information Ratio -6.84 Alpha Ratio -0.2 Min Investment 500 Min SIP Investment 500 Exit Load NIL Yield to Maturity 7.29% Effective Maturity 1 Month 3 Days Modified Duration 29 Days Sub Cat. Liquid Fund Growth of 10,000 investment over the years.
Date Value 31 Mar 19 ₹10,000 31 Mar 20 ₹10,614 31 Mar 21 ₹10,969 31 Mar 22 ₹11,304 31 Mar 23 ₹11,912 31 Mar 24 ₹12,753 Returns for Indiabulls Liquid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 24 Duration Returns 1 Month 0.7% 3 Month 1.9% 6 Month 3.7% 1 Year 7.2% 3 Year 5.2% 5 Year 5% 10 Year 15 Year Since launch 7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 9.1% Fund Manager information for Indiabulls Liquid Fund
Name Since Tenure Karan Singh 29 May 20 3.84 Yr. Kaustubh Sule 11 May 23 0.89 Yr. Data below for Indiabulls Liquid Fund as on 29 Feb 24
Asset Allocation
Asset Class Value Cash 99.73% Other 0.27% Debt Sector Allocation
Sector Value Cash Equivalent 58.7% Corporate 29.24% Government 11.8% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Small Industries Development Bank Of India
Certificate of Deposit | -9% ₹17 Cr 1,700,000
↑ 1,700,000 Kotak Mahindra Bank Limited (Formerly Kotak Mahindra Finance Limited)
Certificate of Deposit | -8% ₹15 Cr 1,500,000 ICICI Bank Limited
Certificate of Deposit | -8% ₹15 Cr 1,500,000
↑ 1,500,000 Punjab National Bank
Domestic Bonds | -8% ₹15 Cr 1,500,000
↑ 1,500,000 Bank Of Baroda
Certificate of Deposit | -5% ₹10 Cr 1,000,000 Cholamandalam Investment And Fin. Co. Ltd
Commercial Paper | -5% ₹10 Cr 1,000,000 National Bank for Agriculture and Rural Development
Commercial Paper | -5% ₹10 Cr 1,000,000 182 DTB 16052024
Sovereign Bonds | -5% ₹10 Cr 1,000,000
↓ -1,000,000 Birla Group Holdings Private Limited
Commercial Paper | -5% ₹10 Cr 1,000,000 Canara Bank
Domestic Bonds | -5% ₹10 Cr 1,000,000 2. Indiabulls Blue Chip Fund
CAGR/Annualized return of 11.8% since its launch. Ranked 22 in Large Cap category. Return for 2023 was 22.3% , 2022 was 4.4% and 2021 was 17.5% . Indiabulls Blue Chip Fund
Growth Launch Date 10 Feb 12 NAV (16 Apr 24) ₹38.76 ↓ -0.22 (-0.56 %) Net Assets (Cr) ₹116 on 29 Feb 24 Category Equity - Large Cap AMC Indiabulls Asset Management Company Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.42 Sharpe Ratio 2.13 Information Ratio -0.4 Alpha Ratio 1.02 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 Mar 19 ₹10,000 31 Mar 20 ₹7,633 31 Mar 21 ₹11,740 31 Mar 22 ₹13,319 31 Mar 23 ₹13,461 31 Mar 24 ₹18,373 Returns for Indiabulls Blue Chip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 24 Duration Returns 1 Month 3% 3 Month 4.2% 6 Month 19.1% 1 Year 33.4% 3 Year 16.6% 5 Year 12.9% 10 Year 15 Year Since launch 11.8% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 28.7% Fund Manager information for Indiabulls Blue Chip Fund
Name Since Tenure Anupam Tiwari 4 May 23 0.91 Yr. Madhu Babu 30 Nov 23 0.34 Yr. Data below for Indiabulls Blue Chip Fund as on 29 Feb 24
Equity Sector Allocation
Sector Value Financial Services 31.47% Industrials 15.78% Consumer Cyclical 14.67% Technology 14.15% Energy 5.8% Basic Materials 5.35% Communication Services 3.52% Utility 3.47% Health Care 2.99% Real Estate 1.49% Asset Allocation
Asset Class Value Cash 1.33% Equity 98.67% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | HDFCBANK9% ₹11 Cr 74,211 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK9% ₹11 Cr 97,475 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT9% ₹10 Cr 27,874 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 15 | RELIANCE6% ₹7 Cr 23,389 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL4% ₹4 Cr 33,041 NTPC Ltd (Utilities)
Equity, Since 31 Oct 23 | 5325553% ₹4 Cr 125,583 State Bank of India (Financial Services)
Equity, Since 31 May 18 | SBIN3% ₹4 Cr 49,781 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5322153% ₹4 Cr 34,144 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 17 | TCS3% ₹4 Cr 8,388 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 15 | ULTRACEMCO3% ₹3 Cr 3,500 3. 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 31 Mar 19 ₹10,000 31 Mar 20 ₹10,705 31 Mar 21 ₹11,151 Returns for Indiabulls Ultra Short Term Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 24 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 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 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
CAGR/Annualized return of 6.2% since its launch. Ranked 30 in Short term Bond category. Return for 2023 was 5.5% , 2022 was 2% and 2021 was 2.4% . Indiabulls Short Term Fund
Growth Launch Date 13 Sep 13 NAV (16 Apr 24) ₹1,897.68 ↓ -0.55 (-0.03 %) Net Assets (Cr) ₹38 on 29 Feb 24 Category Debt - Short term Bond AMC Indiabulls Asset Management Company Ltd. Rating ☆☆☆ Risk Moderate Expense Ratio 1.46 Sharpe Ratio -1.32 Information Ratio 0 Alpha Ratio 0 Min Investment 500 Min SIP Investment 500 Exit Load NIL Yield to Maturity 7.1% Effective Maturity 3 Years 11 Days Modified Duration 2 Years 6 Months 11 Days Sub Cat. Short term Bond Growth of 10,000 investment over the years.
Date Value 31 Mar 19 ₹10,000 31 Mar 20 ₹10,416 31 Mar 21 ₹10,932 31 Mar 22 ₹11,243 31 Mar 23 ₹11,616 31 Mar 24 ₹12,245 Returns for Indiabulls Short Term Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 24 Duration Returns 1 Month 0.3% 3 Month 1.3% 6 Month 3.5% 1 Year 5.3% 3 Year 3.8% 5 Year 4.1% 10 Year 15 Year Since launch 6.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 5.5% 2022 2% 2021 2.4% 2020 6.5% 2019 5% 2018 7.4% 2017 6% 2016 8.5% 2015 9.9% 2014 8.2% Fund Manager information for Indiabulls Short Term Fund
Name Since Tenure Karan Singh 16 Apr 18 5.96 Yr. Kaustubh Sule 11 May 23 0.89 Yr. Data below for Indiabulls Short Term Fund as on 29 Feb 24
Asset Allocation
Asset Class Value Cash 31.24% Debt 68.51% Other 0.25% Debt Sector Allocation
Sector Value Government 68.51% Cash Equivalent 22.22% Corporate 9.02% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.37% Govt Stock 2028
Sovereign Bonds | -26% ₹10 Cr 1,000,000
↑ 1,000,000 08.07 Gj Sdl 2025mar
Sovereign Bonds | -11% ₹4 Cr 400,000 07.65 MP Sdl 2027
Sovereign Bonds | -7% ₹3 Cr 280,000 08.65 GJ Sdl 2028
Sovereign Bonds | -5% ₹2 Cr 200,000 08.17 GJ Sdl 2028
Sovereign Bonds | -4% ₹2 Cr 150,000 7.38% Govt Stock 2027
Sovereign Bonds | -4% ₹2 Cr 150,000 07.69 KA Sdl 2027
Sovereign Bonds | -3% ₹1 Cr 100,000 08.05 GJ Sdl 2025feb
Sovereign Bonds | -3% ₹1 Cr 100,000 07.59 GJ Sdl 2027
Sovereign Bonds | -3% ₹1 Cr 100,000 08.08 MH Sdl 2026
Sovereign Bonds | -1% ₹1 Cr 50,000 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 31 Mar 19 ₹10,000 31 Mar 20 ₹10,780 31 Mar 21 ₹11,525 Returns for Indiabulls Income Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 24 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 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 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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