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5 ఉత్తమ ఇండియాబుల్స్ మ్యూచువల్ ఫండ్ పథకాలు 2020

Fincash »ఇండియాబుల్స్ మ్యూచువల్ ఫండ్ »ఉత్తమ ఇండియాబుల్స్ ముతువా ఫండ్ పథకాలు

5 ఉత్తమ ఇండియాబుల్స్ మ్యూచువల్ ఫండ్ పథకాలు 2020

Updated on December 17, 2024 , 1354 views

ఇండియాబుల్స్ మ్యూచువల్ ఫండ్ వేగంగా పెరుగుతున్న వాటిలో ఒకటిAMCs భారతదేశం లో. ఫండ్ హౌస్ రెండు ప్రధాన ఉత్పత్తులలో దృష్టి పెడుతుంది- debt ణం మరియు ఈక్విటీ. రెండు ఫండ్‌లు మంచి లాభాలు మరియు ఆర్థిక స్థిరత్వాన్ని సంపాదించడానికి గొప్ప మార్గం.

సగటు రిస్క్ ఉన్న పెట్టుబడిదారులు పెట్టుబడి పెట్టవచ్చుడెట్ ఫండ్ మరియు కాలక్రమేణా సరైన రాబడిని సంపాదించండి. మరియు, అధిక పెట్టుబడిదారులుఅపాయకరమైన ఆకలి ఇష్టపడవచ్చుఇన్వెస్టింగ్ ఈక్విటీ ఫండ్స్ మరియు దీర్ఘకాలిక లక్ష్యాలను నెరవేర్చండి. ఉత్తమ ఇండియాబుల్స్ క్రిందివిమ్యూచువల్ ఫండ్ మీరు మంచి రాబడితో పెట్టుబడి పెట్టవచ్చు మరియు లాభం పొందవచ్చు. AUM వంటి కొన్ని పారామితులను చేపట్టడం ద్వారా ఈ నిధులు షార్ట్‌లిస్ట్ చేయబడ్డాయి,NOT, గత ప్రదర్శనలు, సగటు పీర్ రాబడి మొదలైనవి.

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ఇండియాబుల్స్ AMC చే ఉత్తమ మ్యూచువల్ ఫండ్స్

FundNAVNet Assets (Cr)Min InvestmentMin SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)Since launch (%)2023 (%)
Indiabulls Liquid Fund Growth ₹2,433.91
↑ 0.39
₹147 500 500 1.73.57.46.25.176.8
Indiabulls Blue Chip Fund Growth ₹41.19
↓ -0.86
₹127 500 500 -9.1-2.31614.312.511.622.3
Indiabulls Ultra Short Term Fund Growth ₹2,021.64
↑ 0.84
₹18 500 500 0.81.54.26.26.87.9
Indiabulls Short Term Fund Growth ₹1,988.88
↑ 0.05
₹59 500 500 1.33.56.74.74.66.35.5
Indiabulls Income Fund Growth ₹17.8687
↑ 0.01
₹16 500 500 0.636.97.37.67.5
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.

DateValue
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

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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

DurationReturns
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
YearReturns
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
NameSinceTenure
Kaustubh Sule11 May 231.56 Yr.

Data below for Indiabulls Liquid Fund as on 30 Nov 24

Asset Allocation
Asset ClassValue
Cash99.9%
Other0.1%
Debt Sector Allocation
SectorValue
Cash Equivalent70.37%
Corporate29.07%
Government0.46%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Limited
Commercial Paper | -
9%₹50 Cr5,000,000
↑ 5,000,000
Export-Import Bank Of India
Commercial Paper | -
9%₹50 Cr5,000,000
↑ 5,000,000
Small Industries Development Bank Of India
Certificate of Deposit | -
9%₹50 Cr5,000,000
↑ 5,000,000
Canara Bank
Certificate of Deposit | -
8%₹43 Cr4,400,000
↑ 4,400,000
91 Days Tbill
Sovereign Bonds | -
7%₹40 Cr4,000,000
ICICI Bank Limited
Certificate of Deposit | -
6%₹34 Cr3,450,000
↑ 3,450,000
Reverse Repo 18-Nov-24
CBLO/Reverse Repo | -
6%₹33 Cr
Hero Fincorp Limited
Commercial Paper | -
5%₹25 Cr2,500,000
↑ 2,500,000
Axis Bank Limited
Certificate of Deposit | -
5%₹25 Cr2,500,000
↑ 2,500,000
HDFC Bank Limited
Certificate of Deposit | -
5%₹25 Cr2,500,000
↑ 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.

DateValue
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

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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

DurationReturns
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
YearReturns
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
NameSinceTenure
Anupam Tiwari4 May 231.58 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services29.26%
Industrials17.79%
Consumer Cyclical11.56%
Technology10.37%
Basic Materials6.67%
Utility4.99%
Communication Services3.59%
Health Care3.08%
Consumer Defensive3.01%
Energy2.02%
Asset Allocation
Asset ClassValue
Cash6.65%
Equity93.34%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
9%₹12 Cr32,016
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
8%₹10 Cr80,305
State Bank of India (Financial Services)
Equity, Since 31 May 18 | SBIN
6%₹8 Cr95,695
↑ 66,126
NTPC Ltd (Utilities)
Equity, Since 31 Aug 24 | 532555
5%₹6 Cr153,718
↑ 92,139
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
5%₹6 Cr53,553
HCL Technologies Ltd (Technology)
Equity, Since 15 Oct 23 | HCLTECH
4%₹5 Cr27,702
↓ -2,585
Infosys Ltd (Technology)
Equity, Since 31 Jan 19 | INFY
4%₹5 Cr26,290
↑ 4,966
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 15 Jun 23 | M&M
4%₹5 Cr16,660
↑ 12,042
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL
4%₹5 Cr27,996
InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Jun 23 | INDIGO
3%₹4 Cr9,791
↓ -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.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,522

Indiabulls Ultra Short Term Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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

DurationReturns
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
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for Indiabulls Ultra Short Term Fund
NameSinceTenure

Data below for Indiabulls Ultra Short Term Fund as on 28 Feb 21

Asset Allocation
Asset ClassValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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.

DateValue
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

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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

DurationReturns
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
YearReturns
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
NameSinceTenure
Kaustubh Sule11 May 231.56 Yr.

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

Asset Allocation
Asset ClassValue
Cash37.11%
Debt62.72%
Other0.17%
Debt Sector Allocation
SectorValue
Corporate47.46%
Cash Equivalent32.19%
Government20.17%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Power Finance Corporation Ltd.
Debentures | -
9%₹5 Cr500,000
Bajaj Housing Finance Limited
Debentures | -
9%₹5 Cr500,000
Bajaj Finance Limited
Debentures | -
9%₹5 Cr500,000
Small Industries Development Bank Of India
Debentures | -
8%₹5 Cr480,000
Indian Railway Finance Corporation Limited
Debentures | -
8%₹5 Cr450,000
7.37% Govt Stock 2028
Sovereign Bonds | -
8%₹5 Cr450,000
Rural Electrification Corporation Limited
Debentures | -
5%₹3 Cr300,000
LIC Housing Finance Limited
Debentures | -
5%₹3 Cr300,000
07.69 KA Sdl 2027
Sovereign Bonds | -
2%₹1 Cr100,000
India (Republic of)
- | -
2%₹1 Cr100,000

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.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,871

Indiabulls Income Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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

DurationReturns
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
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for Indiabulls Income Fund
NameSinceTenure

Data below for Indiabulls Income Fund as on 28 Feb 21

Asset Allocation
Asset ClassValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

ఇండియాబుల్స్ మ్యూచువల్ ఫండ్ ఆన్‌లైన్‌లో ఎలా పెట్టుబడి పెట్టాలి?

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  2. మీ నమోదు మరియు KYC ప్రాసెస్‌ను పూర్తి చేయండి

  3. పత్రాలను అప్‌లోడ్ చేయండి (పాన్, ఆధార్, మొదలైనవి).మరియు, మీరు పెట్టుబడి పెట్టడానికి సిద్ధంగా ఉన్నారు!

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Disclaimer:
ఇక్కడ అందించిన సమాచారం ఖచ్చితమైనదని నిర్ధారించడానికి అన్ని ప్రయత్నాలు జరిగాయి. ఏదేమైనా, డేటా యొక్క ఖచ్చితత్వానికి సంబంధించి ఎటువంటి హామీలు ఇవ్వబడవు. ఏదైనా పెట్టుబడి పెట్టడానికి ముందు దయచేసి స్కీమ్ సమాచార పత్రంతో ధృవీకరించండి.
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