5 മികച്ച ഇന്ത്യാബുൾസ് മ്യൂച്വൽ ഫണ്ട് സ്കീമുകൾ 2020

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ഇന്ത്യാബുൾസ് എ‌എം‌സിയുടെ മികച്ച മ്യൂച്വൽ ഫണ്ടുകൾ
ഇന്ത്യാബുൾസ് മ്യൂച്വൽ ഫണ്ട് ഓൺ‌ലൈനിൽ എങ്ങനെ നിക്ഷേപിക്കാം?
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5 മികച്ച ഇന്ത്യാബുൾസ് മ്യൂച്വൽ ഫണ്ട് സ്കീമുകൾ 2020

Updated on September 16, 2024 , 1282 views

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	₹2,391.3 ↑ 0.47	₹194	500	500	1.7	3.6	7.3	5.8	5	7	6.8
Indiabulls Blue Chip Fund Growth	₹44.73 ↑ 0.05	₹131	500	500	5.9	18.1	36	15.4	17.6	12.6	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	₹1,961.36 ↓ -0.01	₹39	500	500	2.2	3.7	7.1	4.3	4.2	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 18 Sep 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 (18 Sep 24)	₹2,391.3 ↑ 0.47 (0.02 %)
Net Assets (Cr)	₹194 on 31 Jul 24
Category	Debt - Liquid Fund
AMC	Indiabulls Asset Management Company Ltd.
Rating	☆☆☆☆☆
Risk	Low
Expense Ratio	0.27
Sharpe Ratio	1.88
Information Ratio	-4.52
Alpha Ratio	-0.2
Min Investment	500
Min SIP Investment	500
Exit Load	NIL
Yield to Maturity	6.98%
Effective Maturity	1 Month 11 Days
Modified Duration	1 Month 11 Days
Sub Cat.	Liquid Fund

Growth of 10,000 investment over the years.

Date	Value
31 Aug 19	₹10,000
31 Aug 20	₹10,471
31 Aug 21	₹10,797
31 Aug 22	₹11,185
31 Aug 23	₹11,903
31 Aug 24	₹12,773

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 18 Sep 24

Duration	Returns
1 Month	0.6%
3 Month	1.7%
6 Month	3.6%
1 Year	7.3%
3 Year	5.8%
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	1.31 Yr.

Data below for Indiabulls Liquid Fund as on 31 Jul 24

Asset Allocation

Asset Class	Value
Cash	99.74%
Other	0.26%

Debt Sector Allocation

Sector	Value
Cash Equivalent	63.96%
Corporate	34.36%
Government	1.42%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
National Bank For Agriculture And Rural Development Commercial Paper \| -	10%	₹20 Cr	2,000,000
NTPC Ltd. Commercial Paper \| -	10%	₹20 Cr	2,000,000
HDFC Bank Limited Certificate of Deposit \| -	8%	₹15 Cr	1,500,000
Kotak Mahindra Bank Limited (Formerly Kotak Mahindra Finance Limited) Certificate of Deposit \| -	8%	₹15 Cr	1,500,000
Canara Bank Certificate of Deposit \| -	8%	₹15 Cr	1,500,000 ↓ -500,000
91 DTB 10102024 Sovereign Bonds \| -	8%	₹15 Cr	1,500,000
Bank Of Baroda Certificate of Deposit \| -	7%	₹15 Cr	1,500,000 ↑ 1,500,000
Aditya Birla Finance Limited Commercial Paper \| -	7%	₹13 Cr	1,360,000
91 DTB 18102024 Sovereign Bonds \| -	5%	₹10 Cr	1,000,000
ICICI Securities Limited Commercial Paper \| -	5%	₹10 Cr	1,000,000 ↑ 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 12.6% 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 (18 Sep 24)	₹44.73 ↑ 0.05 (0.11 %)
Net Assets (Cr)	₹131 on 31 Jul 24
Category	Equity - Large Cap
AMC	Indiabulls Asset Management Company Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2.42
Sharpe Ratio	2.22
Information Ratio	-0.29
Alpha Ratio	3.33
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 Aug 19	₹10,000
31 Aug 20	₹10,049
31 Aug 21	₹14,078
31 Aug 22	₹14,458
31 Aug 23	₹15,602
31 Aug 24	₹21,637

Indiabulls Blue Chip Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 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 18 Sep 24

Duration	Returns
1 Month	4.8%
3 Month	5.9%
6 Month	18.1%
1 Year	36%
3 Year	15.4%
5 Year	17.6%
10 Year
15 Year
Since launch	12.6%

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	1.33 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	27.2%
Industrials	18.92%
Consumer Cyclical	13.4%
Technology	9.47%
Consumer Defensive	8.37%
Energy	4.29%
Basic Materials	4%
Communication Services	3.4%
Utility	1.96%
Health Care	1.07%

Asset Allocation

Asset Class	Value
Cash	3.07%
Equity	96.93%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| 500510	9%	₹12 Cr	32,016 ↑ 6,650
HDFC Bank Ltd (Financial Services) Equity, Since 30 Jun 17 \| 500180	8%	₹10 Cr	63,486 ↑ 15,881
ICICI Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| 532174	8%	₹10 Cr	80,305
Fut-Nifty-26sep2024-Nse - \| -	5%	₹6 Cr	2,500 ↑ 2,500
Axis Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| 532215	5%	₹6 Cr	53,553
InterGlobe Aviation Ltd (Industrials) Equity, Since 30 Jun 23 \| 539448	4%	₹6 Cr	11,802
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 15 \| 500325	4%	₹6 Cr	18,591
Hero MotoCorp Ltd (Consumer Cyclical) Equity, Since 31 May 24 \| 500182	4%	₹5 Cr	9,681 ↑ 2,450
Hindustan Unilever Ltd (Consumer Defensive) Equity, Since 31 Jul 24 \| HINDUNILVR	4%	₹5 Cr	16,730 ↑ 7,155
Tata Consultancy Services Ltd (Technology) Equity, Since 30 Sep 17 \| TCS	3%	₹5 Cr	9,954 ↓ -4,894

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 Aug 19	₹10,000
31 Aug 20	₹10,623

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 18 Sep 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 (17 Sep 24)	₹1,961.36 ↓ -0.01 (0.00 %)
Net Assets (Cr)	₹39 on 31 Jul 24
Category	Debt - Short term Bond
AMC	Indiabulls Asset Management Company Ltd.
Rating	☆☆☆
Risk	Moderate
Expense Ratio	1.46
Sharpe Ratio	-0.53
Information Ratio	0
Alpha Ratio	0
Min Investment	500
Min SIP Investment	500
Exit Load	NIL
Yield to Maturity	6.97%
Effective Maturity	3 Years 3 Months
Modified Duration	2 Years 8 Months 19 Days
Sub Cat.	Short term Bond

Growth of 10,000 investment over the years.

Date	Value
31 Aug 19	₹10,000
31 Aug 20	₹10,393
31 Aug 21	₹10,833
31 Aug 22	₹10,968
31 Aug 23	₹11,479
31 Aug 24	₹12,268

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 18 Sep 24

Duration	Returns
1 Month	0.6%
3 Month	2.2%
6 Month	3.7%
1 Year	7.1%
3 Year	4.3%
5 Year	4.2%
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	1.31 Yr.

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

Asset Allocation

Asset Class	Value
Cash	17.02%
Debt	82.73%
Other	0.25%

Debt Sector Allocation

Sector	Value
Government	75.17%
Cash Equivalent	13.26%
Corporate	11.32%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
7.37% Govt Stock 2028 Sovereign Bonds \| -	37%	₹15 Cr	1,450,000
07.65 MP Sdl 2027 Sovereign Bonds \| -	13%	₹5 Cr	500,000
07.18 MH Sdl 2029 Sovereign Bonds \| -	13%	₹5 Cr	500,000
Rural Electrification Corporation Limited Debentures \| -	8%	₹3 Cr	300,000 ↑ 300,000
08.65 GJ Sdl 2028 Sovereign Bonds \| -	5%	₹2 Cr	200,000
07.69 KA Sdl 2027 Sovereign Bonds \| -	3%	₹1 Cr	100,000
07.59 GJ Sdl 2027 Sovereign Bonds \| -	3%	₹1 Cr	100,000
7.38% Govt Stock 2027 Sovereign Bonds \| -	1%	₹1 Cr	50,000
08.08 MH Sdl 2026 Sovereign Bonds \| -	1%	₹0 Cr	40,000
SBI FUNDS MANAGEMENT PVT LMTD Investment Fund \| -	0%	₹0 Cr	97

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 Aug 19	₹10,000
31 Aug 20	₹10,755

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 18 Sep 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

ഇന്ത്യാബുൾസ് മ്യൂച്വൽ ഫണ്ട് ഓൺ‌ലൈനിൽ എങ്ങനെ നിക്ഷേപിക്കാം?

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