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5 Best Indiabulls Mutual Fund Schemes 2025

Updated on February 2, 2025 , 1416 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	₹2,455.55 ↑ 0.57	₹138	500	500	1.8	3.5	7.3	6.4	5.2	7	7.4
Indiabulls Blue Chip Fund Growth	₹39.81 ↑ 0.57	₹125	500	500	-4.7	-7.5	7	11	12.4	11.2	12.5
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	₹2,006.65 ↑ 0.50	₹60	500	500	1.6	3.3	6.6	5.1	4.6	6.3	6.7
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 Feb 25

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 2024 was 7.4% , 2023 was 6.8% and 2022 was 4.6% .

Below is the key information for Indiabulls Liquid Fund

Indiabulls Liquid Fund Growth
Launch Date	27 Oct 11
NAV (04 Feb 25)	₹2,455.55 ↑ 0.57 (0.02 %)
Net Assets (Cr)	₹138 on 31 Dec 24
Category	Debt - Liquid Fund
AMC	Indiabulls Asset Management Company Ltd.
Rating	☆☆☆☆☆
Risk	Low
Expense Ratio	0.25
Sharpe Ratio	3.48
Information Ratio	-3.27
Alpha Ratio	-0.02
Min Investment	500
Min SIP Investment	500
Exit Load	NIL
Yield to Maturity	7.26%
Effective Maturity	1 Month 27 Days
Modified Duration	1 Month 26 Days
Sub Cat.	Liquid Fund

Growth of 10,000 investment over the years.

Date	Value
31 Jan 20	₹10,000
31 Jan 21	₹10,375
31 Jan 22	₹10,694
31 Jan 23	₹11,213
31 Jan 24	₹11,981
31 Jan 25	₹12,861

Indiabulls Liquid Fund SIP Returns

Total investment amount is ₹180,000
expected amount after 3 Years is ₹197,169.
Net Profit of ₹17,169 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 4 Feb 25

Duration	Returns
1 Month	0.6%
3 Month	1.8%
6 Month	3.5%
1 Year	7.3%
3 Year	6.4%
5 Year	5.2%
10 Year
15 Year
Since launch	7%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2014	8.5%

Fund Manager information for Indiabulls Liquid Fund

Name	Since	Tenure
Kaustubh Sule	11 May 23	1.73 Yr.

Data below for Indiabulls Liquid Fund as on 31 Dec 24

Asset Allocation

Asset Class	Value
Cash	99.68%
Other	0.32%

Debt Sector Allocation

Sector	Value
Cash Equivalent	80.55%
Corporate	19.13%

Credit Quality

Rating	Value
AA	7.66%
AAA	92.34%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reverse Repo 16-Jan-25 CBLO/Reverse Repo \| -	11%	₹20 Cr
Export-Import Bank Of India Commercial Paper \| -	9%	₹15 Cr	1,500,000 ↑ 1,500,000
Punjab National Bank Certificate of Deposit \| -	8%	₹14 Cr	1,450,000
Cholamandalam Investment And Finance Company Limited Debentures \| -	6%	₹10 Cr	1,000,000
LIC Housing Finance Ltd Debentures \| -	6%	₹10 Cr	1,000,000
ICICI Bank - 25/02/2025 Certificate of Deposit \| -	6%	₹10 Cr	1,000,000 ↓ -500,000
Union Bank Of India Certificate of Deposit \| -	6%	₹10 Cr	1,000,000 ↓ -370,000
91 DTB 06032025 Sovereign Bonds \| -	6%	₹10 Cr	1,000,000 ↑ 1,000,000
HDFC Bank Limited Certificate of Deposit \| -	6%	₹10 Cr	1,000,000 ↑ 1,000,000
Indian Bank Certificate of Deposit \| -	6%	₹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 11.2% since its launch. Ranked 22 in Large Cap category. Return for 2024 was 12.5% , 2023 was 22.3% and 2022 was 4.4% .

Below is the key information for Indiabulls Blue Chip Fund

Indiabulls Blue Chip Fund Growth
Launch Date	10 Feb 12
NAV (04 Feb 25)	₹39.81 ↑ 0.57 (1.45 %)
Net Assets (Cr)	₹125 on 31 Dec 24
Category	Equity - Large Cap
AMC	Indiabulls Asset Management Company Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2.32
Sharpe Ratio	0.54
Information Ratio	0
Alpha Ratio	0.21
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 20	₹10,000
31 Jan 21	₹10,491
31 Jan 22	₹12,958
31 Jan 23	₹13,057
31 Jan 24	₹16,745
31 Jan 25	₹17,782

Indiabulls Blue Chip Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 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 4 Feb 25

Duration	Returns
1 Month	-4.5%
3 Month	-4.7%
6 Month	-7.5%
1 Year	7%
3 Year	11%
5 Year	12.4%
10 Year
15 Year
Since launch	11.2%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2014	3.2%

Fund Manager information for Indiabulls Blue Chip Fund

Name	Since	Tenure
Anupam Tiwari	4 May 23	1.75 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	30.38%
Industrials	14.31%
Technology	11.77%
Consumer Cyclical	10.3%
Health Care	7.53%
Basic Materials	6.14%
Communication Services	3.57%
Utility	3.12%

Asset Allocation

Asset Class	Value
Cash	9.74%
Equity	90.26%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| LT	7%	₹9 Cr	25,878 ↓ -6,138
ICICI Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| ICICIBANK	7%	₹9 Cr	68,832 ↓ -11,473
Infosys Ltd (Technology) Equity, Since 31 Jan 19 \| INFY	6%	₹7 Cr	39,012 ↑ 12,722
HCL Technologies Ltd (Technology) Equity, Since 15 Oct 23 \| HCLTECH	6%	₹7 Cr	38,213 ↑ 10,511
State Bank of India (Financial Services) Equity, Since 31 May 18 \| SBIN	6%	₹7 Cr	87,979 ↓ -15,757
HDFC Bank Ltd (Financial Services) Equity, Since 30 Jun 17 \| HDFCBANK	5%	₹7 Cr	38,449 ↑ 24,205
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 15 Jun 23 \| M&M	5%	₹7 Cr	21,702
Axis Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| 532215	5%	₹6 Cr	53,553
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Oct 15 \| 532538	4%	₹5 Cr	4,426 ↑ 926
InterGlobe Aviation Ltd (Industrials) Equity, Since 30 Jun 23 \| INDIGO	4%	₹4 Cr	9,791

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
31 Jan 20	₹10,000
31 Jan 21	₹10,482

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 4 Feb 25

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 6.3% since its launch. Ranked 30 in Short term Bond category. Return for 2024 was 6.7% , 2023 was 5.5% and 2022 was 2% .

Below is the key information for Indiabulls Short Term Fund

Indiabulls Short Term Fund Growth
Launch Date	13 Sep 13
NAV (04 Feb 25)	₹2,006.65 ↑ 0.50 (0.02 %)
Net Assets (Cr)	₹60 on 31 Dec 24
Category	Debt - Short term Bond
AMC	Indiabulls Asset Management Company Ltd.
Rating	☆☆☆
Risk	Moderate
Expense Ratio	1.46
Sharpe Ratio	-0.45
Information Ratio	0
Alpha Ratio	0
Min Investment	500
Min SIP Investment	500
Exit Load	NIL
Yield to Maturity	7.42%
Effective Maturity	2 Years 1 Month 28 Days
Modified Duration	1 Year 10 Months 2 Days
Sub Cat.	Short term Bond

Growth of 10,000 investment over the years.

Date	Value
31 Jan 20	₹10,000
31 Jan 21	₹10,579
31 Jan 22	₹10,830
31 Jan 23	₹11,125
31 Jan 24	₹11,738
31 Jan 25	₹12,529

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 4 Feb 25

Duration	Returns
1 Month	0.7%
3 Month	1.6%
6 Month	3.3%
1 Year	6.6%
3 Year	5.1%
5 Year	4.6%
10 Year
15 Year
Since launch	6.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	6.7%
2022	5.5%
2021	2%
2020	2.4%
2019	6.5%
2018	5%
2017	7.4%
2016	6%
2015	8.5%
2014	9.9%

Fund Manager information for Indiabulls Short Term Fund

Name	Since	Tenure
Kaustubh Sule	11 May 23	1.73 Yr.

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

Asset Allocation

Asset Class	Value
Cash	23.04%
Debt	76.69%
Other	0.27%

Debt Sector Allocation

Sector	Value
Corporate	66.36%
Government	26.26%
Cash Equivalent	7.11%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
6.79% Govt Stock 2034 Sovereign Bonds \| -	17%	₹10 Cr	1,000,000 ↑ 1,000,000
National Bank For Agriculture And Rural Development Debentures \| -	9%	₹5 Cr	500,000
Power Finance Corporation Ltd. Debentures \| -	8%	₹5 Cr	500,000
Bajaj Housing Finance Limited Debentures \| -	8%	₹5 Cr	500,000
Bajaj Finance Limited Debentures \| -	8%	₹5 Cr	500,000
Small Industries Development Bank Of India Debentures \| -	8%	₹5 Cr	480,000
HDFC Bank Limited Debentures \| -	7%	₹4 Cr	400,000
Rural Electrification Corporation Limited Debentures \| -	5%	₹3 Cr	300,000
LIC Housing Finance Limited Debentures \| -	5%	₹3 Cr	300,000
7.38% Govt Stock 2027 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
31 Jan 20	₹10,000
31 Jan 21	₹10,843

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 4 Feb 25

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.