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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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 ₹2,632.56
↑ 0.47 ₹193 500 500 1.5 2.9 6.3 6.8 5.8 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 ₹39.95
↑ 0.18 ₹132 500 500 -9.4 -8.8 2.9 12.6 10 10.3 7.5 Indiabulls Short Term Fund Growth ₹2,150.46
↑ 0.05 ₹90 500 500 0.7 1.9 6.3 6.2 5 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 22 Mar 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 (₹193 Cr). Bottom quartile AUM (₹18 Cr). Upper mid AUM (₹132 Cr). Lower mid AUM (₹90 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: 6.30% (lower mid). 1Y return: 4.17% (bottom quartile). 5Y return: 9.95% (top quartile). 1Y return: 6.31% (upper mid). 1Y return: 6.92% (top quartile). Point 6 1M return: 0.44% (top quartile). 1M return: 0.24% (upper mid). 3Y return: 12.60% (top quartile). 1M return: 0.03% (bottom quartile). 1M return: 0.24% (lower mid). Point 7 Sharpe: 2.65 (top quartile). Sharpe: 0.98 (bottom quartile). 1Y return: 2.94% (bottom quartile). Sharpe: 0.71 (bottom quartile). Sharpe: 1.40 (upper mid). Point 8 Information ratio: -0.47 (bottom quartile). Information ratio: 0.00 (top quartile). Alpha: 3.10 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.11 (lower mid). Point 9 Yield to maturity (debt): 5.55% (upper mid). Yield to maturity (debt): 3.23% (lower mid). Sharpe: 1.27 (lower mid). Yield to maturity (debt): 6.68% (top quartile). Yield to maturity (debt): 3.23% (bottom quartile). Point 10 Modified duration: 0.05 yrs (bottom quartile). Modified duration: 0.00 yrs (upper mid). Information ratio: -0.23 (bottom quartile). Modified duration: 1.52 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 (22 Mar 26) ₹2,632.56 ↑ 0.47 (0.02 %) Net Assets (Cr) ₹193 on 15 Mar 26 Category Debt - Liquid Fund AMC Indiabulls Asset Management Company Ltd. Rating ☆☆☆☆☆ Risk Low Expense Ratio 0.2 Sharpe Ratio 2.65 Information Ratio -0.47 Alpha Ratio -0.02 Min Investment 500 Min SIP Investment 500 Exit Load NIL Yield to Maturity 5.55% Effective Maturity 17 Days Modified Duration 17 Days Sub Cat. Liquid Fund Growth of 10,000 investment over the years.
Date Value 28 Feb 21 ₹10,000 28 Feb 22 ₹10,302 28 Feb 23 ₹10,826 29 Feb 24 ₹11,581 28 Feb 25 ₹12,425 28 Feb 26 ₹13,214 Returns for Indiabulls Liquid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Mar 26 Duration Returns 1 Month 0.4% 3 Month 1.5% 6 Month 2.9% 1 Year 6.3% 3 Year 6.8% 5 Year 5.8% 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 2.81 Yr. Data below for Indiabulls Liquid Fund as on 15 Mar 26
Asset Allocation
Asset Class Value Cash 99.57% Debt 0.43% Debt Sector Allocation
Sector Value Cash Equivalent 49.42% Corporate 35.43% Government 15.15% Credit Quality
Rating Value AAA 99.54% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bank Of Baroda
Certificate of Deposit | -11% ₹17 Cr 1,750,000 Canara Bank
Certificate of Deposit | -9% ₹15 Cr 1,500,000
↑ 1,500,000 Kotak Mahindra Bank Ltd.
Debentures | -9% ₹15 Cr 1,500,000
↑ 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 Export-Import Bank Of India
Certificate of Deposit | -9% ₹15 Cr 1,500,000
↑ 500,000 HDFC Securities Ltd
Commercial Paper | -9% ₹15 Cr 1,500,000 Reverse Repo 02-Mar-26
CBLO/Reverse Repo | -7% ₹12 Cr Net Receivable/Payable
Net Current Assets | -6% ₹10 Cr India (Republic of)
- | -6% ₹10 Cr 1,000,000
↑ 1,000,000 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 28 Feb 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 22 Mar 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 (20 Mar 26) ₹39.95 ↑ 0.18 (0.45 %) Net Assets (Cr) ₹132 on 28 Feb 26 Category Equity - Large Cap AMC Indiabulls Asset Management Company Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.37 Sharpe Ratio 1.28 Information Ratio -0.23 Alpha Ratio 3.1 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 28 Feb 21 ₹10,000 28 Feb 22 ₹11,081 28 Feb 23 ₹11,535 29 Feb 24 ₹15,427 28 Feb 25 ₹14,909 28 Feb 26 ₹17,752 Returns for Indiabulls Blue Chip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Mar 26 Duration Returns 1 Month -9.8% 3 Month -9.4% 6 Month -8.8% 1 Year 2.9% 3 Year 12.6% 5 Year 10% 10 Year 15 Year Since launch 10.3% 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 2.83 Yr. Saptarshee Chatterjee 23 Sep 25 0.43 Yr. Gagan Thareja 20 Jan 26 0.11 Yr. Data below for Indiabulls Blue Chip Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 34.81% Consumer Cyclical 13.84% Industrials 13.02% Health Care 6.56% Basic Materials 6.4% Energy 4.34% Communication Services 4.13% Technology 2.92% Consumer Defensive 2.91% Utility 1.07% Real Estate 0.55% Asset Allocation
Asset Class Value Cash 9.45% Equity 90.55% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK8% ₹11 Cr 79,542 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | HDFCBANK8% ₹10 Cr 116,132 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT7% ₹9 Cr 20,838
↓ -2,451 State Bank of India (Financial Services)
Equity, Since 31 May 18 | SBIN5% ₹6 Cr 51,066
↓ -12,159 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 25 | RELIANCE4% ₹6 Cr 40,860 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL4% ₹5 Cr 29,067
↓ -2,753 Cummins India Ltd (Industrials)
Equity, Since 31 Mar 25 | CUMMINSIND3% ₹4 Cr 9,153
↑ 3,083 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | BAJFINANCE3% ₹4 Cr 44,051
↓ -4,746 Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 25 | TORNTPHARM3% ₹3 Cr 7,971 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 25 | AXISBANK3% ₹3 Cr 24,911 4. Indiabulls Short Term Fund
Indiabulls Short Term Fund
Growth Launch Date 13 Sep 13 NAV (20 Mar 26) ₹2,150.46 ↑ 0.05 (0.00 %) Net Assets (Cr) ₹90 on 15 Mar 26 Category Debt - Short term Bond AMC Indiabulls Asset Management Company Ltd. Rating ☆☆☆ Risk Moderate Expense Ratio 1.52 Sharpe Ratio 0.71 Information Ratio 0 Alpha Ratio 0 Min Investment 500 Min SIP Investment 500 Exit Load NIL Yield to Maturity 6.68% Effective Maturity 1 Year 9 Months 11 Days Modified Duration 1 Year 6 Months 7 Days Sub Cat. Short term Bond Growth of 10,000 investment over the years.
Date Value 28 Feb 21 ₹10,000 28 Feb 22 ₹10,321 28 Feb 23 ₹10,583 29 Feb 24 ₹11,208 28 Feb 25 ₹11,948 28 Feb 26 ₹12,779 Returns for Indiabulls Short Term Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Mar 26 Duration Returns 1 Month 0% 3 Month 0.7% 6 Month 1.9% 1 Year 6.3% 3 Year 6.2% 5 Year 5% 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 2.81 Yr. Data below for Indiabulls Short Term Fund as on 15 Mar 26
Asset Allocation
Asset Class Value Cash 20.05% Debt 79.95% Debt Sector Allocation
Sector Value Corporate 60.28% Cash Equivalent 20.05% Government 19.67% Credit Quality
Rating Value AAA 99.54% Top Securities Holdings / Portfolio
Name Holding Value Quantity Rural Electrification Corporation Limited
Debentures | -11% ₹10 Cr 1,000,000 Export Import Bank Of India
Debentures | -10% ₹9 Cr 900,000 Power Finance Corporation Limited
Debentures | -10% ₹9 Cr 900,000 Power Grid Corporation Of India Limited
Debentures | -9% ₹8 Cr 800,000 7.38% Gujarat Sgs 2030
Sovereign Bonds | -5% ₹5 Cr 500,000
↑ 500,000 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 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 28 Feb 21 ₹10,000 Returns for Indiabulls Income Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Mar 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