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5 सर्वोत्कृष्ट इंडियाबल्स म्युच्युअल फंड योजना 2020
इंडियाबुल्स म्युच्युअल फंड सर्वात वेगाने वाढणारी एक आहेएएमसी भारतात. फंड हाऊस दोन मुख्य उत्पादनांमध्ये लक्ष केंद्रित करते - कर्ज आणि इक्विटी. दोन्ही निधी हा चांगला नफा आणि आर्थिक स्थिरता मिळविण्याचा एक चांगला मार्ग आहे.
ज्या गुंतवणूकदारांची सरासरी जोखीम असते ते गुंतवणूक करू शकतातडेबिट फंड आणि कालांतराने चांगल्या परतावा मिळवा. आणि, ज्या गुंतवणूकदारांचे उच्च-धोका भूक पसंत करू शकतागुंतवणूक इक्विटी फंड आणि दीर्घकालीन लक्ष्ये पूर्ण करा. खालील सर्वोत्तम इंडिबुल्स आहेतम्युच्युअल फंड आपण ज्या गुंतवणूकी करू शकता अशा योजना आणि चांगल्या परताव्याचा फायदा. हे निधी एयूएम,नाही, मागील कामगिरी, सरासरी सरदार परतावा इ.
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इंडियाबुल्स एएमसी द्वारा सर्वोत्कृष्ट म्युच्युअल फंड
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 ₹2,434.84
↑ 0.93 ₹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 22 Dec 24
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 2023 was 6.8% , 2022 was 4.6% and 2021 was 3.1% . Indiabulls Liquid Fund
Growth Launch Date 27 Oct 11 NAV (22 Dec 24) ₹2,434.84 ↑ 0.93 (0.04 %) 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 Returns for Indiabulls Liquid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 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
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% . 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 Returns for Indiabulls Blue Chip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 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 | 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 | SBIN6% ₹8 Cr 95,695
↑ 66,126 NTPC Ltd (Utilities)
Equity, Since 31 Aug 24 | 5325555% ₹6 Cr 153,718
↑ 92,139 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5322155% ₹6 Cr 53,553 HCL Technologies Ltd (Technology)
Equity, Since 15 Oct 23 | HCLTECH4% ₹5 Cr 27,702
↓ -2,585 Infosys Ltd (Technology)
Equity, Since 31 Jan 19 | INFY4% ₹5 Cr 26,290
↑ 4,966 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 15 Jun 23 | M&M4% ₹5 Cr 16,660
↑ 12,042 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
↓ -2,011 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 30 Nov 19 ₹10,000 30 Nov 20 ₹10,522 Returns for Indiabulls Ultra Short Term Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 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
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% . 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 Returns for Indiabulls Short Term Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 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
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 30 Nov 19 ₹10,000 30 Nov 20 ₹10,871 Returns for Indiabulls Income Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 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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