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5 Best Indiabulls Mutual Fund Schemes 2024

Updated on April 29, 2024 , 1164 views

Indiabulls Mutual Fund is one of the fastest growing AMCs in India. The fund house focuses in two main products— debt and equity. Both funds are a great way to earn good profits and financial stability.

Investors who have an average risk can invest Debt fund and earn optimal returns over the time. And, investors who have a high-risk appetite can prefer Investing Equity Funds and fulfil long-term goals. Following are the best Indiabulls Mutual Fund schemes where you can invest and benefit with good returns. These funds have been shortlisted by undertaking certain parameters like AUM, NAV, past performances, average peer returns, etc.

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Best Mutual Funds by Indiabulls AMC

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	₹2,328.76 ↑ 0.44	₹196	500	500	1.9	3.7	7.2	5.3	5	7	6.8
Indiabulls Blue Chip Fund Growth	₹39.76 ↓ -0.05	₹118	500	500	7.1	25.8	34.2	17.1	13.2	12	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	₹1,900.55 ↑ 0.37	₹38	500	500	1.2	3.3	5.2	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 1 May 24

1. Indiabulls Liquid 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.

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 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% .

Below is the key information for Indiabulls Liquid Fund

Indiabulls Liquid Fund Growth
Launch Date	27 Oct 11
NAV (01 May 24)	₹2,328.76 ↑ 0.44 (0.02 %)
Net Assets (Cr)	₹196 on 31 Mar 24
Category	Debt - Liquid Fund
AMC	Indiabulls Asset Management Company Ltd.
Rating	☆☆☆☆☆
Risk	Low
Expense Ratio	0.27
Sharpe Ratio	0.34
Information Ratio	-5.93
Alpha Ratio	-0.31
Min Investment	500
Min SIP Investment	500
Exit Load	NIL
Yield to Maturity	7.35%
Effective Maturity	1 Month 13 Days
Modified Duration	1 Month 9 Days
Sub Cat.	Liquid Fund

Growth of 10,000 investment over the years.

Date	Value
30 Apr 19	₹10,000
30 Apr 20	₹10,594
30 Apr 21	₹10,931
30 Apr 22	₹11,270
30 Apr 23	₹11,906
30 Apr 24	₹12,760

Indiabulls Liquid Fund SIP Returns

Total investment amount is ₹180,000
expected amount after 3 Years is ₹194,235.
Net Profit of ₹14,235 Invest Now

Returns for Indiabulls Liquid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 May 24

Duration	Returns
1 Month	0.6%
3 Month	1.9%
6 Month	3.7%
1 Year	7.2%
3 Year	5.3%
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
Kaustubh Sule	11 May 23	0.89 Yr.

Data below for Indiabulls Liquid Fund as on 31 Mar 24

Asset Allocation

Asset Class	Value
Cash	99.76%
Other	0.24%

Debt Sector Allocation

Sector	Value
Cash Equivalent	47.98%
Corporate	28.25%
Government	23.52%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Bank Of Baroda Certificate of Deposit \| -	8%	₹18 Cr	1,800,000
India (Republic of) - \| -	8%	₹18 Cr	1,800,000
Small Industries Development Bank Of India Certificate of Deposit \| -	8%	₹17 Cr	1,700,000
ICICI Bank Limited Certificate of Deposit \| -	7%	₹15 Cr	1,500,000
Punjab National Bank Domestic Bonds \| -	7%	₹15 Cr	1,500,000
Axis Bank Ltd. Debentures \| -	7%	₹15 Cr	1,500,000
Export-Import Bank Of India Certificate of Deposit \| -	6%	₹12 Cr	1,200,000
Birla Group Holdings Private Limited Commercial Paper \| -	5%	₹10 Cr	1,000,000
Aditya Birla Housing Finance Ltd. Commercial Paper \| -	5%	₹10 Cr	1,000,000
HDFC Bank Limited Certificate of Deposit \| -	5%	₹10 Cr	1,000,000

2. Indiabulls Blue Chip Fund

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 CAGR/Annualized return of 12% since its launch. Ranked 22 in Large Cap category. Return for 2023 was 22.3% , 2022 was 4.4% and 2021 was 17.5% .

Below is the key information for Indiabulls Blue Chip Fund

Indiabulls Blue Chip Fund Growth
Launch Date	10 Feb 12
NAV (30 Apr 24)	₹39.76 ↓ -0.05 (-0.13 %)
Net Assets (Cr)	₹118 on 31 Mar 24
Category	Equity - Large Cap
AMC	Indiabulls Asset Management Company Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2.42
Sharpe Ratio	2.38
Information Ratio	-0.3
Alpha Ratio	2.24
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
30 Apr 19	₹10,000
30 Apr 20	₹8,471
30 Apr 21	₹11,571
30 Apr 22	₹13,072
30 Apr 23	₹13,852
30 Apr 24	₹18,588

Indiabulls Blue Chip Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 Invest Now

Returns for Indiabulls Blue Chip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 May 24

Duration	Returns
1 Month	2%
3 Month	7.1%
6 Month	25.8%
1 Year	34.2%
3 Year	17.1%
5 Year	13.2%
10 Year
15 Year
Since launch	12%

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	0.33 Yr.

Data below for Indiabulls Blue Chip Fund as on 31 Mar 24

Equity Sector Allocation

Sector	Value
Financial Services	31.2%
Industrials	16.46%
Consumer Cyclical	15.32%
Technology	13%
Energy	5.9%
Basic Materials	5.31%
Utility	3.58%
Communication Services	3.44%
Health Care	2.96%
Real Estate	1.57%

Asset Allocation

Asset Class	Value
Cash	1.25%
Equity	98.74%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Jun 17 \| HDFCBANK	9%	₹11 Cr	74,211
ICICI Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| ICICIBANK	9%	₹11 Cr	97,475
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| LT	9%	₹10 Cr	27,874
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 15 \| RELIANCE	6%	₹7 Cr	23,389
NTPC Ltd (Utilities) Equity, Since 31 Oct 23 \| 532555	4%	₹4 Cr	125,583
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Aug 20 \| BHARTIARTL	3%	₹4 Cr	33,041
State Bank of India (Financial Services) Equity, Since 31 May 18 \| SBIN	3%	₹4 Cr	49,781
Axis Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| 532215	3%	₹4 Cr	34,144
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Oct 15 \| ULTRACEMCO	3%	₹3 Cr	3,500
Zomato Ltd (Consumer Cyclical) Equity, Since 15 Aug 23 \| 543320	3%	₹3 Cr	184,230

3. Indiabulls Ultra Short Term Fund

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 CAGR/Annualized return of 7.9% since its launch. Ranked 17 in Ultrashort Bond category. .

Below is the key information for 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
30 Apr 19	₹10,000
30 Apr 20	₹10,711

Indiabulls Ultra Short Term Fund SIP Returns

Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132 Invest Now

Returns for Indiabulls Ultra Short Term Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 May 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

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 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% .

Below is the key information for Indiabulls Short Term Fund

Indiabulls Short Term Fund Growth
Launch Date	13 Sep 13
NAV (30 Apr 24)	₹1,900.55 ↑ 0.37 (0.02 %)
Net Assets (Cr)	₹38 on 31 Mar 24
Category	Debt - Short term Bond
AMC	Indiabulls Asset Management Company Ltd.
Rating	☆☆☆
Risk	Moderate
Expense Ratio	1.46
Sharpe Ratio	-2.23
Information Ratio	0
Alpha Ratio	0
Min Investment	500
Min SIP Investment	500
Exit Load	NIL
Yield to Maturity	7.13%
Effective Maturity	1 Year 11 Months 5 Days
Modified Duration	1 Year 7 Months 10 Days
Sub Cat.	Short term Bond

Growth of 10,000 investment over the years.

Date	Value
30 Apr 19	₹10,000
30 Apr 20	₹10,471
30 Apr 21	₹10,927
30 Apr 22	₹11,160
30 Apr 23	₹11,610
30 Apr 24	₹12,215

Indiabulls Short Term Fund SIP Returns

Total investment amount is ₹180,000
expected amount after 3 Years is ₹194,235.
Net Profit of ₹14,235 Invest Now

Returns for Indiabulls Short Term Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 May 24

Duration	Returns
1 Month	0.3%
3 Month	1.2%
6 Month	3.3%
1 Year	5.2%
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
Kaustubh Sule	11 May 23	0.89 Yr.

Data below for Indiabulls Short Term Fund as on 31 Mar 24

Asset Allocation

Asset Class	Value
Cash	31.71%
Debt	68.05%
Other	0.25%

Debt Sector Allocation

Sector	Value
Government	76.02%
Corporate	18.05%
Cash Equivalent	5.67%

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
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

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 CAGR/Annualized return of 7.5% since its launch. Ranked 31 in Medium term Bond category. .

Below is the key information for 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
30 Apr 19	₹10,000
30 Apr 20	₹10,901

Indiabulls Income Fund SIP Returns

Total investment amount is ₹180,000
expected amount after 3 Years is ₹203,125.
Net Profit of ₹23,125 Invest Now

Returns for Indiabulls Income Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 May 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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Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.