5 সেরা ইন্ডিয়াবুলস মিউচুয়াল ফান্ডের স্কিম 2020

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ইন্ডিয়াবুলস এএমসির সেরা মিউচুয়াল তহবিল
অনলাইনে ইন্ডিয়াবুলস মিউচুয়াল ফান্ডে কীভাবে বিনিয়োগ করবেন?
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5 সেরা ইন্ডিয়াবুলস মিউচুয়াল ফান্ডের স্কিম 2020

Updated on December 18, 2024 , 1356 views

ইন্ডিয়াবুলস মিউচুয়াল ফান্ড দ্রুত বর্ধমান একAMCs ভারতে. ফান্ড হাউস দুটি প্রধান পণ্য —ণ এবং ইক্যুইটিতে ফোকাস করে। উভয় তহবিলই ভাল লাভ এবং আর্থিক স্থিতিশীলতার এক দুর্দান্ত উপায়।

গড় ঝুঁকিযুক্ত বিনিয়োগকারীরা বিনিয়োগ করতে পারেনFundণ তহবিল এবং সময়ের সাথে সাথে সর্বোত্তম রিটার্ন উপার্জন করতে পারেন। এবং, বিনিয়োগকারীরা যাদের উচ্চ-ঝুকিপুন্ন ক্ষুধা পছন্দ করতে পারেনবিনিয়োগ ইক্যুইটি তহবিল এবং দীর্ঘমেয়াদী লক্ষ্যগুলি পূরণ করুন। নিম্নলিখিত সেরা ইন্ডিয়াবুলস হয়পারস্পরিক তহবিল স্কিমগুলি যেখানে আপনি বিনিয়োগ করতে পারেন এবং ভাল আয় দিয়ে উপকৃত হতে পারেন। এই তহবিলগুলি এআইএম,না, অতীত পারফরম্যান্স, গড় পিয়ার রিটার্নস ইত্যাদি

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ইন্ডিয়াবুলস এএমসির সেরা মিউচুয়াল তহবিল

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	₹2,433.91 ↑ 0.39	₹147	500	500	1.7	3.5	7.4	6.2	5.1	7	6.8
Indiabulls Blue Chip Fund Growth	₹41.19 ↓ -0.86	₹127	500	500	-9.1	-2.3	16	14.3	12.5	11.6	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	₹1,988.88 ↑ 0.05	₹59	500	500	1.3	3.5	6.7	4.7	4.6	6.3	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 20 Dec 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 (20 Dec 24)	₹2,433.91 ↑ 0.39 (0.02 %)
Net Assets (Cr)	₹147 on 30 Nov 24
Category	Debt - Liquid Fund
AMC	Indiabulls Asset Management Company Ltd.
Rating	☆☆☆☆☆
Risk	Low
Expense Ratio	0.25
Sharpe Ratio	3.79
Information Ratio	-3.66
Alpha Ratio	-0.13
Min Investment	500
Min SIP Investment	500
Exit Load	NIL
Yield to Maturity	7.1%
Effective Maturity	23 Days
Modified Duration	23 Days
Sub Cat.	Liquid Fund

Growth of 10,000 investment over the years.

Date	Value
30 Nov 19	₹10,000
30 Nov 20	₹10,407
30 Nov 21	₹10,730
30 Nov 22	₹11,193
30 Nov 23	₹11,941
30 Nov 24	₹12,820

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 20 Dec 24

Duration	Returns
1 Month	0.6%
3 Month	1.7%
6 Month	3.5%
1 Year	7.4%
3 Year	6.2%
5 Year	5.1%
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	1.56 Yr.

Data below for Indiabulls Liquid Fund as on 30 Nov 24

Asset Allocation

Asset Class	Value
Cash	99.9%
Other	0.1%

Debt Sector Allocation

Sector	Value
Cash Equivalent	70.37%
Corporate	29.07%
Government	0.46%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Bajaj Finance Limited Commercial Paper \| -	9%	₹50 Cr	5,000,000 ↑ 5,000,000
Export-Import Bank Of India Commercial Paper \| -	9%	₹50 Cr	5,000,000 ↑ 5,000,000
Small Industries Development Bank Of India Certificate of Deposit \| -	9%	₹50 Cr	5,000,000 ↑ 5,000,000
Canara Bank Certificate of Deposit \| -	8%	₹43 Cr	4,400,000 ↑ 4,400,000
91 Days Tbill Sovereign Bonds \| -	7%	₹40 Cr	4,000,000
ICICI Bank Limited Certificate of Deposit \| -	6%	₹34 Cr	3,450,000 ↑ 3,450,000
Reverse Repo 18-Nov-24 CBLO/Reverse Repo \| -	6%	₹33 Cr
Hero Fincorp Limited Commercial Paper \| -	5%	₹25 Cr	2,500,000 ↑ 2,500,000
Axis Bank Limited Certificate of Deposit \| -	5%	₹25 Cr	2,500,000 ↑ 2,500,000
HDFC Bank Limited Certificate of Deposit \| -	5%	₹25 Cr	2,500,000 ↑ 2,500,000

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 11.6% 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 (20 Dec 24)	₹41.19 ↓ -0.86 (-2.05 %)
Net Assets (Cr)	₹127 on 30 Nov 24
Category	Equity - Large Cap
AMC	Indiabulls Asset Management Company Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2.32
Sharpe Ratio	1.4
Information Ratio	-0.07
Alpha Ratio	1.57
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 Nov 19	₹10,000
30 Nov 20	₹10,358
30 Nov 21	₹12,662
30 Nov 22	₹13,893
30 Nov 23	₹14,998
30 Nov 24	₹18,899

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 20 Dec 24

Duration	Returns
1 Month	0.8%
3 Month	-9.1%
6 Month	-2.3%
1 Year	16%
3 Year	14.3%
5 Year	12.5%
10 Year
15 Year
Since launch	11.6%

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	1.58 Yr.

Data below for Indiabulls Blue Chip Fund as on 30 Nov 24

Equity Sector Allocation

Sector	Value
Financial Services	29.26%
Industrials	17.79%
Consumer Cyclical	11.56%
Technology	10.37%
Basic Materials	6.67%
Utility	4.99%
Communication Services	3.59%
Health Care	3.08%
Consumer Defensive	3.01%
Energy	2.02%

Asset Allocation

Asset Class	Value
Cash	6.65%
Equity	93.34%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| LT	9%	₹12 Cr	32,016
ICICI Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| ICICIBANK	8%	₹10 Cr	80,305
State Bank of India (Financial Services) Equity, Since 31 May 18 \| SBIN	6%	₹8 Cr	95,695 ↑ 66,126
NTPC Ltd (Utilities) Equity, Since 31 Aug 24 \| 532555	5%	₹6 Cr	153,718 ↑ 92,139
Axis Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| 532215	5%	₹6 Cr	53,553
HCL Technologies Ltd (Technology) Equity, Since 15 Oct 23 \| HCLTECH	4%	₹5 Cr	27,702 ↓ -2,585
Infosys Ltd (Technology) Equity, Since 31 Jan 19 \| INFY	4%	₹5 Cr	26,290 ↑ 4,966
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 15 Jun 23 \| M&M	4%	₹5 Cr	16,660 ↑ 12,042
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Aug 20 \| BHARTIARTL	4%	₹5 Cr	27,996
InterGlobe Aviation Ltd (Industrials) Equity, Since 30 Jun 23 \| INDIGO	3%	₹4 Cr	9,791 ↓ -2,011

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 Nov 19	₹10,000
30 Nov 20	₹10,522

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 20 Dec 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 6.3% 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 (20 Dec 24)	₹1,988.88 ↑ 0.05 (0.00 %)
Net Assets (Cr)	₹59 on 30 Nov 24
Category	Debt - Short term Bond
AMC	Indiabulls Asset Management Company Ltd.
Rating	☆☆☆
Risk	Moderate
Expense Ratio	1.46
Sharpe Ratio	0.26
Information Ratio	0
Alpha Ratio	0
Min Investment	500
Min SIP Investment	500
Exit Load	NIL
Yield to Maturity	7.18%
Effective Maturity	3 Years 4 Months 17 Days
Modified Duration	2 Years 8 Months 26 Days
Sub Cat.	Short term Bond

Growth of 10,000 investment over the years.

Date	Value
30 Nov 19	₹10,000
30 Nov 20	₹10,670
30 Nov 21	₹10,941
30 Nov 22	₹11,122
30 Nov 23	₹11,674
30 Nov 24	₹12,513

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 20 Dec 24

Duration	Returns
1 Month	0.5%
3 Month	1.3%
6 Month	3.5%
1 Year	6.7%
3 Year	4.7%
5 Year	4.6%
10 Year
15 Year
Since launch	6.3%

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	1.56 Yr.

Data below for Indiabulls Short Term Fund as on 30 Nov 24

Asset Allocation

Asset Class	Value
Cash	37.11%
Debt	62.72%
Other	0.17%

Debt Sector Allocation

Sector	Value
Corporate	47.46%
Cash Equivalent	32.19%
Government	20.17%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Power Finance Corporation Ltd. Debentures \| -	9%	₹5 Cr	500,000
Bajaj Housing Finance Limited Debentures \| -	9%	₹5 Cr	500,000
Bajaj Finance Limited Debentures \| -	9%	₹5 Cr	500,000
Small Industries Development Bank Of India Debentures \| -	8%	₹5 Cr	480,000
Indian Railway Finance Corporation Limited Debentures \| -	8%	₹5 Cr	450,000
7.37% Govt Stock 2028 Sovereign Bonds \| -	8%	₹5 Cr	450,000
Rural Electrification Corporation Limited Debentures \| -	5%	₹3 Cr	300,000
LIC Housing Finance Limited Debentures \| -	5%	₹3 Cr	300,000
07.69 KA Sdl 2027 Sovereign Bonds \| -	2%	₹1 Cr	100,000
India (Republic of) - \| -	2%	₹1 Cr	100,000

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 Nov 19	₹10,000
30 Nov 20	₹10,871

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 20 Dec 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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