5 بہترین انڈیا بلز باہمی فنڈ اسکیمیں 2020

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انڈیابلز اے ایم سی کے ذریعہ بہترین باہمی فنڈز
آن لائن انڈیبلس میوچل فنڈ میں کیسے سرمایہ کاری کی جائے؟
Top 5 Funds

5 بہترین انڈیا بلز باہمی فنڈ اسکیمیں 2020

Updated on November 20, 2024 , 1326 views

انڈیا بلس میوچل فنڈ سب سے تیزی سے بڑھتی ہوئی ترقی میں سے ایک ہےاے ایم سی ہندوستان میں فنڈ ہاؤس دو اہم مصنوعات — قرض اور ایکویٹی میں مرکوز ہے۔ دونوں فنڈز اچھے منافع اور مالی استحکام حاصل کرنے کا ایک بہترین طریقہ ہیں۔

جو سرمایہ کار اوسطا خطرہ رکھتے ہیں وہ سرمایہ کاری کرسکتے ہیںقرض فنڈ اور وقت کے ساتھ زیادہ سے زیادہ منافع کمائیں۔ اور ، جو سرمایہ کار اعلی ہیںخطرہ بھوک ترجیح دے سکتے ہیںسرمایہ کاری ایکویٹی فنڈز اور طویل مدتی اہداف کو پورا کریں۔ مندرجہ ذیل بہترین انڈیا بولز ہیںمشترکہ فنڈ ایسی اسکیمیں جہاں آپ اچھی واپسی کے ساتھ سرمایہ کاری کرسکیں اور فائدہ اٹھاسکیں۔ ان فنڈز کو AUM ، جیسے کچھ پیرامیٹرز کے ذریعے شارٹ لسٹ کیا گیا ہے۔نہیں، ماضی کی کارکردگی ، اوسط ہم مرتبہ کی واپسی ، وغیرہ۔

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انڈیابلز اے ایم سی کے ذریعہ بہترین باہمی فنڈز

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	₹2,421.38 ↑ 0.46	₹516	500	500	1.8	3.6	7.4	6.1	5.1	7	6.8
Indiabulls Blue Chip Fund Growth	₹41.58 ↑ 0.99	₹126	500	500	-3.5	3.5	26.3	12.7	13.4	11.8	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	₹1,980.53 ↑ 0.22	₹55	500	500	1.5	3.6	7.1	4.6	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 Nov 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 (22 Nov 24)	₹2,421.38 ↑ 0.46 (0.02 %)
Net Assets (Cr)	₹516 on 31 Oct 24
Category	Debt - Liquid Fund
AMC	Indiabulls Asset Management Company Ltd.
Rating	☆☆☆☆☆
Risk	Low
Expense Ratio	0.25
Sharpe Ratio	3.26
Information Ratio	-3.69
Alpha Ratio	-0.17
Min Investment	500
Min SIP Investment	500
Exit Load	NIL
Yield to Maturity	7.12%
Effective Maturity	1 Month 16 Days
Modified Duration	1 Month 29 Days
Sub Cat.	Liquid Fund

Growth of 10,000 investment over the years.

Date	Value
31 Oct 19	₹10,000
31 Oct 20	₹10,426
31 Oct 21	₹10,747
31 Oct 22	₹11,183
31 Oct 23	₹11,925
31 Oct 24	₹12,805

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 22 Nov 24

Duration	Returns
1 Month	0.6%
3 Month	1.8%
6 Month	3.6%
1 Year	7.4%
3 Year	6.1%
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	1.48 Yr.

Data below for Indiabulls Liquid Fund as on 31 Oct 24

Asset Allocation

Asset Class	Value
Cash	99.71%
Other	0.29%

Debt Sector Allocation

Sector	Value
Corporate	60.28%
Cash Equivalent	38.09%
Government	1.35%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Bank Of Baroda Certificate of Deposit \| -	11%	₹20 Cr	2,000,000
91 DTB 09012025 Sovereign Bonds \| -	11%	₹20 Cr	2,000,000 ↑ 2,000,000
Canara Bank Certificate of Deposit \| -	11%	₹19 Cr	1,950,000
ICICI Bank Limited Certificate of Deposit \| -	8%	₹15 Cr	1,500,000 ↓ -500,000
Indian Bank Commercial Paper \| -	8%	₹15 Cr	1,500,000
Kotak Mahindra Bank Limited Certificate of Deposit \| -	8%	₹15 Cr	1,500,000 ↑ 1,500,000
Aditya Birla Finance Limited Commercial Paper \| -	7%	₹14 Cr	1,360,000
HDFC Bank Limited Certificate of Deposit \| -	7%	₹13 Cr	1,300,000
ICICI Securities Limited Commercial Paper \| -	5%	₹10 Cr	1,000,000
191 DTB 12/12/2024 Sovereign Bonds \| -	5%	₹10 Cr	1,000,000 ↓ -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 11.8% 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 (22 Nov 24)	₹41.58 ↑ 0.99 (2.44 %)
Net Assets (Cr)	₹126 on 31 Oct 24
Category	Equity - Large Cap
AMC	Indiabulls Asset Management Company Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2.32
Sharpe Ratio	1.78
Information Ratio	-0.32
Alpha Ratio	1.29
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 Oct 19	₹10,000
31 Oct 20	₹9,317
31 Oct 21	₹13,422
31 Oct 22	₹13,486
31 Oct 23	₹14,290
31 Oct 24	₹19,014

Indiabulls Blue Chip Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 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 22 Nov 24

Duration	Returns
1 Month	-1.9%
3 Month	-3.5%
6 Month	3.5%
1 Year	26.3%
3 Year	12.7%
5 Year	13.4%
10 Year
15 Year
Since launch	11.8%

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	1.5 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	30.55%
Industrials	20.1%
Technology	15%
Consumer Cyclical	13.79%
Basic Materials	4.14%
Consumer Defensive	4.06%
Communication Services	3.6%
Energy	2.89%
Health Care	2.08%
Utility	2.05%

Asset Allocation

Asset Class	Value
Cash	1.73%
Equity	98.27%
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
HDFC Bank Ltd (Financial Services) Equity, Since 30 Jun 17 \| HDFCBANK	8%	₹11 Cr	63,486
ICICI Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| ICICIBANK	8%	₹10 Cr	80,305
Axis Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| 532215	5%	₹7 Cr	53,553
InterGlobe Aviation Ltd (Industrials) Equity, Since 30 Jun 23 \| INDIGO	4%	₹6 Cr	11,802
Hero MotoCorp Ltd (Consumer Cyclical) Equity, Since 31 May 24 \| HEROMOTOCO	4%	₹6 Cr	9,681
HCL Technologies Ltd (Technology) Equity, Since 15 Oct 23 \| HCLTECH	4%	₹5 Cr	30,287 ↑ 12,165
Tata Consultancy Services Ltd (Technology) Equity, Since 30 Sep 17 \| TCS	4%	₹5 Cr	12,587 ↑ 2,633
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Aug 20 \| BHARTIARTL	4%	₹5 Cr	27,996
Britannia Industries Ltd (Consumer Defensive) Equity, Since 31 May 24 \| 500825	3%	₹4 Cr	6,608

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 Oct 19	₹10,000
31 Oct 20	₹10,553

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 22 Nov 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 (22 Nov 24)	₹1,980.53 ↑ 0.22 (0.01 %)
Net Assets (Cr)	₹55 on 31 Oct 24
Category	Debt - Short term Bond
AMC	Indiabulls Asset Management Company Ltd.
Rating	☆☆☆
Risk	Moderate
Expense Ratio	1.46
Sharpe Ratio	0.48
Information Ratio	0
Alpha Ratio	0
Min Investment	500
Min SIP Investment	500
Exit Load	NIL
Yield to Maturity	7.12%
Effective Maturity	3 Years 18 Days
Modified Duration	2 Years 6 Months 29 Days
Sub Cat.	Short term Bond

Growth of 10,000 investment over the years.

Date	Value
31 Oct 19	₹10,000
31 Oct 20	₹10,566
31 Oct 21	₹10,882
31 Oct 22	₹11,024
31 Oct 23	₹11,587
31 Oct 24	₹12,442

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 22 Nov 24

Duration	Returns
1 Month	0.4%
3 Month	1.5%
6 Month	3.6%
1 Year	7.1%
3 Year	4.6%
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	1.48 Yr.

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

Asset Allocation

Asset Class	Value
Cash	18.23%
Debt	81.58%
Other	0.19%

Debt Sector Allocation

Sector	Value
Government	53.73%
Corporate	40.62%
Cash Equivalent	5.46%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
07.37 Goi 2028 Sovereign Bonds \| -	23%	₹12 Cr	1,200,000 ↑ 250,000
07.04 Goi 03062029 Sovereign Bonds \| -	9%	₹5 Cr	500,000
Bajaj Finance Limited Debentures \| -	9%	₹5 Cr	500,000
Small Industries Development Bank Of India Debentures \| -	9%	₹5 Cr	480,000
Indian Railway Finance Corporation Limited Debentures \| -	9%	₹5 Cr	450,000
Rural Electrification Corporation Limited Debentures \| -	6%	₹3 Cr	300,000
LIC Housing Finance Limited Debentures \| -	6%	₹3 Cr	300,000
08.65 GJ Sdl 2028 Sovereign Bonds \| -	4%	₹2 Cr	200,000
National Bank For Agriculture And Rural Development Debentures \| -	4%	₹2 Cr	200,000
07.69 KA Sdl 2027 Sovereign Bonds \| -	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
31 Oct 19	₹10,000
31 Oct 20	₹10,845

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 22 Nov 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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