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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 (%) 2024 (%) Indiabulls Liquid Fund Growth ₹2,714.81
↑ 0.71 ₹323 500 500 1.7 3.4 6.4 6.9 6.1 6.9 6.6 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 ₹42.71
↑ 0.01 ₹136 500 500 3.6 -1.3 0.2 10.2 8.3 10.5 7.5 Indiabulls Short Term Fund Growth ₹2,212.93
↑ 1.00 ₹96 500 500 2.3 2.7 5.2 6.6 5.1 6.3 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 4 Sep 26 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 (₹323 Cr). Bottom quartile AUM (₹18 Cr). Upper mid AUM (₹136 Cr). Lower mid AUM (₹96 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 (13+ 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: 6.41% (upper mid). 1Y return: 4.17% (bottom quartile). 5Y return: 8.32% (top quartile). 1Y return: 5.20% (lower mid). 1Y return: 6.92% (top quartile). Point 6 1M return: 0.56% (top quartile). 1M return: 0.24% (lower mid). 3Y return: 10.20% (top quartile). 1M return: 0.34% (upper mid). 1M return: 0.24% (bottom quartile). Point 7 Sharpe: 2.53 (top quartile). Sharpe: 0.98 (lower mid). 1Y return: 0.23% (bottom quartile). Sharpe: -0.44 (bottom quartile). Sharpe: 1.40 (upper mid). Point 8 Information ratio: 1.19 (top quartile). Information ratio: 0.00 (lower mid). Alpha: 0.12 (upper mid). Information ratio: 0.00 (bottom quartile). Information ratio: -0.11 (bottom quartile). Point 9 Yield to maturity (debt): 6.40% (upper mid). Yield to maturity (debt): 3.23% (lower mid). Sharpe: -0.15 (bottom quartile). Yield to maturity (debt): 6.46% (top quartile). Yield to maturity (debt): 3.23% (bottom quartile). Point 10 Modified duration: 0.13 yrs (bottom quartile). Modified duration: 0.00 yrs (upper mid). Information ratio: 0.07 (upper mid). Modified duration: 1.67 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 (04 Sep 26) ₹2,714.81 ↑ 0.71 (0.03 %) Net Assets (Cr) ₹323 on 31 Jul 26 Category Debt - Liquid Fund AMC Indiabulls Asset Management Company Ltd. Rating ☆☆☆☆☆ Risk Low Expense Ratio 0.2 Sharpe Ratio 2.53 Information Ratio 1.19 Alpha Ratio 0.04 Min Investment 500 Min SIP Investment 500 Exit Load NIL Yield to Maturity 6.4% Effective Maturity 1 Month 18 Days Modified Duration 1 Month 18 Days Sub Cat. Liquid Fund Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,359 31 Aug 23 ₹11,024 31 Aug 24 ₹11,830 31 Aug 25 ₹12,657 31 Aug 26 ₹13,463 Returns for Indiabulls Liquid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month 0.6% 3 Month 1.7% 6 Month 3.4% 1 Year 6.4% 3 Year 6.9% 5 Year 6.1% 10 Year 15 Year Since launch 6.9% 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 3.23 Yr. Wilfred Gonsalves 4 May 26 0.24 Yr. Data below for Indiabulls Liquid Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Cash 99.81% Debt 0.19% Debt Sector Allocation
Sector Value Cash Equivalent 55.72% Corporate 31.47% Government 12.81% Credit Quality
Rating Value AAA 99.75% Top Securities Holdings / Portfolio
Name Holding Value Quantity India (Republic of)
- | -9% ₹40 Cr 4,000,000
↑ 1,500,000 Indian Bank
Certificate of Deposit | -7% ₹30 Cr 3,000,000
↑ 3,000,000 Canara Bank
Certificate of Deposit | -6% ₹25 Cr 2,500,000
↓ -500,000 Punjab National Bank Red
Certificate of Deposit | -6% ₹25 Cr 2,500,000 ICICI Bank Ltd.
Debentures | -6% ₹25 Cr 2,500,000 National Bank for Agriculture and Rural Development
Commercial Paper | -6% ₹25 Cr 2,500,000 Kotak Mahindra Bank Ltd.
Debentures | -6% ₹25 Cr 2,500,000 Small Industries Dev Bank Of India
Certificate of Deposit | -6% ₹25 Cr 2,500,000 Bharat Petroleum Corp Ltd.
Commercial Paper | -6% ₹24 Cr 2,450,000
↑ 2,450,000 Union Bank Of India
Certificate of Deposit | -6% ₹24 Cr 2,400,000 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 Returns for Indiabulls Ultra Short Term Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 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 3. Indiabulls Blue Chip Fund
Indiabulls Blue Chip Fund
Growth Launch Date 10 Feb 12 NAV (04 Sep 26) ₹42.71 ↑ 0.01 (0.02 %) Net Assets (Cr) ₹136 on 31 Jul 26 Category Equity - Large Cap AMC Indiabulls Asset Management Company Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.37 Sharpe Ratio -0.15 Information Ratio 0.07 Alpha Ratio 0.12 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 Aug 21 ₹10,000 31 Aug 22 ₹10,270 31 Aug 23 ₹11,082 31 Aug 24 ₹15,370 31 Aug 25 ₹14,760 31 Aug 26 ₹15,170 Returns for Indiabulls Blue Chip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -2.8% 3 Month 3.6% 6 Month -1.3% 1 Year 0.2% 3 Year 10.2% 5 Year 8.3% 10 Year 15 Year Since launch 10.5% 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 3.33 Yr. Saptarshee Chatterjee 23 Sep 25 0.94 Yr. Nikhil Satam 22 Jul 26 0.11 Yr. Gagan Thareja 20 Jan 26 0.61 Yr. Data below for Indiabulls Blue Chip Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 37.78% Consumer Cyclical 15.7% Industrials 13.07% Technology 7.48% Health Care 6.68% Basic Materials 5.26% Communication Services 5.17% Energy 1.85% Consumer Defensive 1.02% Utility 0.95% Real Estate 0.46% Asset Allocation
Asset Class Value Cash 4.57% Equity 95.43% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK9% ₹12 Cr 86,762
↑ 7,220 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | HDFCBANK8% ₹11 Cr 149,502
↑ 17,318 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT7% ₹10 Cr 24,801
↓ -1,181 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL5% ₹7 Cr 35,660 Cummins India Ltd (Industrials)
Equity, Since 31 Mar 25 | 5004804% ₹5 Cr 9,153 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000344% ₹5 Cr 44,051 Infosys Ltd (Technology)
Equity, Since 31 Jan 19 | INFY3% ₹5 Cr 40,375 Coforge Ltd (Technology)
Equity, Since 31 Jan 26 | COFORGE3% ₹4 Cr 24,826 State Bank of India (Financial Services)
Equity, Since 31 May 18 | SBIN3% ₹4 Cr 41,569
↓ -9,473 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 15 Jun 23 | M&M3% ₹4 Cr 11,644 4. Indiabulls Short Term Fund
Indiabulls Short Term Fund
Growth Launch Date 13 Sep 13 NAV (04 Sep 26) ₹2,212.93 ↑ 1.00 (0.05 %) Net Assets (Cr) ₹96 on 31 Jul 26 Category Debt - Short term Bond AMC Indiabulls Asset Management Company Ltd. Rating ☆☆☆ Risk Moderate Expense Ratio 1.52 Sharpe Ratio -0.44 Information Ratio 0 Alpha Ratio 0 Min Investment 500 Min SIP Investment 500 Exit Load NIL Yield to Maturity 6.46% Effective Maturity 1 Year 11 Months 16 Days Modified Duration 1 Year 8 Months 1 Day Sub Cat. Short term Bond Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,125 31 Aug 23 ₹10,596 31 Aug 24 ₹11,325 31 Aug 25 ₹12,183 31 Aug 26 ₹12,803 Returns for Indiabulls Short Term Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month 0.3% 3 Month 2.3% 6 Month 2.7% 1 Year 5.2% 3 Year 6.6% 5 Year 5.1% 10 Year 15 Year Since launch 6.3% 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 3.31 Yr. Wilfred Gonsalves 4 May 26 0.33 Yr. Data below for Indiabulls Short Term Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Cash 32.84% Debt 67.16% Debt Sector Allocation
Sector Value Corporate 42.95% Government 36.87% Cash Equivalent 20.18% Credit Quality
Rating Value AAA 99.5% Top Securities Holdings / Portfolio
Name Holding Value Quantity 6.36% Govt Stock 2031
Sovereign Bonds | -13% ₹12 Cr 1,200,000
↓ -1,500,000 Rec Limited
Debentures | -10% ₹10 Cr 950,000
↑ 950,000 Larsen And Toubro Limited
Debentures | -10% ₹9 Cr 900,000 Export Import Bank Of India
Debentures | -9% ₹9 Cr 900,000 National Bank For Agriculture And Rural Development
Debentures | -9% ₹9 Cr 900,000
↑ 900,000 Hdb Financial Services 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 Tata Capital Limited
Debentures | -1% ₹1 Cr 100,000 7.38% Govt Stock 2027
Sovereign Bonds | -1% ₹1 Cr 50,000 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 Returns for Indiabulls Income Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 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
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Research Highlights for Indiabulls Liquid Fund