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5 മികച്ച ഇന്ത്യാബുൾസ് മ്യൂച്വൽ ഫണ്ട് സ്കീമുകൾ 2020
ഇന്ത്യാബുൾസ് മ്യൂച്വൽ ഫണ്ട് അതിവേഗം വളരുന്ന ഒന്നാണ്എ.എം.സി. ഇന്ത്യയിൽ. ഫണ്ട് ഹ two സ് രണ്ട് പ്രധാന ഉൽ‌പ്പന്നങ്ങളിൽ ശ്രദ്ധ കേന്ദ്രീകരിക്കുന്നു - കടവും ഇക്വിറ്റിയും. രണ്ട് ഫണ്ടുകളും മികച്ച ലാഭവും സാമ്പത്തിക സ്ഥിരതയും നേടാനുള്ള മികച്ച മാർഗമാണ്.
ശരാശരി റിസ്ക് ഉള്ള നിക്ഷേപകർക്ക് നിക്ഷേപിക്കാംഡെറ്റ് ഫണ്ട് ഒപ്പം കാലക്രമേണ മികച്ച വരുമാനം നേടുകയും ചെയ്യുക. ഉയർന്ന നിക്ഷേപകരായ നിക്ഷേപകർഅപകടസാധ്യത വിശപ്പ് ഇഷ്ടപ്പെടാംനിക്ഷേപം ഇക്വിറ്റി ഫണ്ടുകൾ ഒപ്പം ദീർഘകാല ലക്ഷ്യങ്ങൾ നിറവേറ്റുക. മികച്ച ഇന്ത്യാബുളുകൾ ചുവടെ ചേർക്കുന്നുമ്യൂച്വൽ ഫണ്ട് നല്ല വരുമാനം ഉപയോഗിച്ച് നിങ്ങൾക്ക് നിക്ഷേപം നടത്താനും പ്രയോജനം നേടാനും കഴിയുന്ന സ്കീമുകൾ. AUM പോലുള്ള ചില പാരാമീറ്ററുകൾ ഏറ്റെടുത്ത് ഈ ഫണ്ടുകൾ ഷോർട്ട്‌ലിസ്റ്റ് ചെയ്‌തു,ഇല്ല, മുൻകാല പ്രകടനങ്ങൾ, ശരാശരി പിയർ വരുമാനം മുതലായവ.
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ഇന്ത്യാബുൾസ് എ‌എം‌സിയുടെ മികച്ച മ്യൂച്വൽ ഫണ്ടുകൾ
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 ₹2,442.22
↑ 0.49 ₹147 500 500 1.7 3.6 7.4 6.3 5.1 7 7.4 Indiabulls Blue Chip Fund Growth ₹40.92
↓ -0.76 ₹127 500 500 -6.1 -6.1 11.4 11.7 13 11.5 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 ₹1,994.72
↑ 1.17 ₹59 500 500 1.4 3.5 6.8 4.8 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 6 Jan 25
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 Below is the key information for Indiabulls Liquid 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. 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 Below is the key information for Indiabulls Blue Chip 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. 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 Below is the key information for Indiabulls Ultra Short Term 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. 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 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. 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 Below is the key information for Indiabulls Income Fund Returns up to 1 year are on 1. Indiabulls Liquid Fund
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% . Indiabulls Liquid Fund
Growth Launch Date 27 Oct 11 NAV (06 Jan 25) ₹2,442.22 ↑ 0.49 (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 31 Dec 19 ₹10,000 31 Dec 20 ₹10,387 31 Dec 21 ₹10,712 31 Dec 22 ₹11,205 31 Dec 23 ₹11,962 31 Dec 24 ₹12,842 Returns for Indiabulls Liquid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 25 Duration Returns 1 Month 0.6% 3 Month 1.7% 6 Month 3.6% 1 Year 7.4% 3 Year 6.3% 5 Year 5.1% 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 1.65 Yr. Data below for Indiabulls Liquid Fund as on 30 Nov 24
Asset Allocation
Asset Class Value Cash 99.64% Other 0.36% Debt Sector Allocation
Sector Value Cash Equivalent 74.75% Corporate 24.89% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank - 25/02/2025
Certificate of Deposit | -10% ₹15 Cr 1,500,000
↑ 1,500,000 Punjab National Bank
Certificate of Deposit | -10% ₹14 Cr 1,450,000
↑ 1,450,000 Union Bank Of India
Certificate of Deposit | -9% ₹14 Cr 1,370,000
↑ 1,370,000 Reverse Repo 16-Dec-24
CBLO/Reverse Repo | -8% ₹12 Cr LIC Housing Finance Limited
Commercial Paper | -7% ₹10 Cr 1,000,000
↓ -1,250,000 Aditya Birla Finance Limited
Commercial Paper | -7% ₹10 Cr 1,000,000 HDFC Bank Limited
Certificate of Deposit | -7% ₹10 Cr 1,000,000
↓ -1,500,000 91 DTB 06032025
Sovereign Bonds | -7% ₹10 Cr 1,000,000
↑ 1,000,000 Indian Bank
Certificate of Deposit | -7% ₹10 Cr 1,000,000
↑ 1,000,000 Canara Bank
Certificate of Deposit | -6% ₹9 Cr 900,000
↑ 900,000 2. Indiabulls Blue Chip Fund
CAGR/Annualized return of 11.5% since its launch. Ranked 22 in Large Cap category. Return for 2024 was 12.5% , 2023 was 22.3% and 2022 was 4.4% . Indiabulls Blue Chip Fund
Growth Launch Date 10 Feb 12 NAV (06 Jan 25) ₹40.92 ↓ -0.76 (-1.82 %) 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 31 Dec 19 ₹10,000 31 Dec 20 ₹10,815 31 Dec 21 ₹12,703 31 Dec 22 ₹13,261 31 Dec 23 ₹16,221 31 Dec 24 ₹18,250 Returns for Indiabulls Blue Chip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 25 Duration Returns 1 Month -5.9% 3 Month -6.1% 6 Month -6.1% 1 Year 11.4% 3 Year 11.7% 5 Year 13% 10 Year 15 Year Since launch 11.5% 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 1.66 Yr. Data below for Indiabulls Blue Chip Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Financial Services 29.84% Industrials 18.27% Consumer Cyclical 15.39% Technology 10.86% Basic Materials 7.66% Utility 4.39% Communication Services 3.58% Energy 1.94% Health Care 1.03% Asset Allocation
Asset Class Value Cash 7.03% Equity 92.97% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT9% ₹12 Cr 32,016 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK8% ₹10 Cr 80,305 State Bank of India (Financial Services)
Equity, Since 31 May 18 | SBIN7% ₹9 Cr 103,736
↑ 8,041 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 15 Jun 23 | M&M5% ₹6 Cr 21,702
↑ 5,042 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | AXISBANK5% ₹6 Cr 53,553 NTPC Ltd (Utilities)
Equity, Since 31 Aug 24 | NTPC4% ₹6 Cr 153,718 HCL Technologies Ltd (Technology)
Equity, Since 15 Oct 23 | HCLTECH4% ₹5 Cr 27,702 Infosys Ltd (Technology)
Equity, Since 31 Jan 19 | INFY4% ₹5 Cr 26,290 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL4% ₹5 Cr 27,996 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Jun 23 | INDIGO3% ₹4 Cr 9,791 3. Indiabulls Ultra Short Term Fund
CAGR/Annualized return of 7.9% since its launch. Ranked 17 in Ultrashort Bond category. . 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 Dec 19 ₹10,000 31 Dec 20 ₹10,505 Returns for Indiabulls Ultra Short Term Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 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
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% . Indiabulls Short Term Fund
Growth Launch Date 13 Sep 13 NAV (06 Jan 25) ₹1,994.72 ↑ 1.17 (0.06 %) 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 31 Dec 19 ₹10,000 31 Dec 20 ₹10,649 31 Dec 21 ₹10,902 31 Dec 22 ₹11,123 31 Dec 23 ₹11,737 31 Dec 24 ₹12,529 Returns for Indiabulls Short Term Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 25 Duration Returns 1 Month 0.4% 3 Month 1.4% 6 Month 3.5% 1 Year 6.8% 3 Year 4.8% 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 1.64 Yr. Data below for Indiabulls Short Term Fund as on 30 Nov 24
Asset Allocation
Asset Class Value Cash 19.89% Debt 79.94% Other 0.17% Debt Sector Allocation
Sector Value Corporate 53.46% Government 36.07% Cash Equivalent 10.3% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.04% Govt Stock 2029
Sovereign Bonds | -17% ₹10 Cr 1,000,000
↑ 500,000 National Bank For Agriculture And Rural Development
Debentures | -9% ₹5 Cr 500,000
↑ 500,000 Power Finance Corporation Ltd.
Debentures | -9% ₹5 Cr 500,000 Bajaj Finance Limited
Debentures | -8% ₹5 Cr 500,000 Bajaj Housing Finance Limited
Debentures | -8% ₹5 Cr 500,000 Small Industries Development Bank Of India
Debentures | -8% ₹5 Cr 480,000 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 5. Indiabulls Income Fund
CAGR/Annualized return of 7.5% since its launch. Ranked 31 in Medium term Bond category. . 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 Dec 19 ₹10,000 31 Dec 20 ₹10,876 Returns for Indiabulls Income Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 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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