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  • Indiabulls Banking & PSU Debt Fund Inc Dist cum Cap Wdrl (Dividend Payout - Weekly)

Formerly Indiabulls Banking & PSU Dbt Reg Wkly DP

Indiabulls Mutual Fund

Indiabulls Banking & PSU Debt Fund Inc Dist cum Cap Wdrl (Dividend Payout - Weekly)

DebtBanking And Psu

1016.7806

NAV (Mar 04)

3.5%
Till Date CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

2 Years.

Relative Size

15 Cr.

Impact of Interest Rate Changes

.

Credit Quality Of Fund's Portfolio

.

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Short Term Money

Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • graph-icon-gray
    Historical growth rate of 6.5% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only, Car, Down Payment

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Historical NAV

1016.7806

NAV (Mar 4)

Fund Returns

Last 1Y
3.2%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
3.5%
6 Month CAGR
1.9%
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Scheme Information

Investment Objective

To generate income over short to medium term horizon through investments in debt and money market instruments of various maturities,consisting predominantly of securities issued by entities such as Banks,Public Sector Undertakings (PSUs) and Public Financial Institutions (PFIs).

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Low Risk

Expense Ratio
0
Launched (2y ago)
May 13, 2019
AUM in Crores
14.636
ISIN
INF666M01GD5
Lock-in
No Lock-in
Benchmark
CRISIL Banking and PSU Debt TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
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Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only, Car, Down Payment
    Expert Investing Only, Car, Down Payment
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record

Kotak Savings Fund (G)

recommended-badge

₹ 13,509 cr

5

recommended-badge

₹ 33,192 cr

5

recommended-badge

₹ 11,590 cr

5

recommended-badge

₹ 33,722 cr

5

recommended-badge

₹ 22,849 cr

5

amc-icon

About the AMC

Indiabulls Asset Management Company Ltd.

Indiabulls Asset Management Company Ltd. manages assets worth 743 crores and was set up on 10 April 2008. It's current offering of mutual fund schemes includes 22 equity,72 debt and 23 hybrid funds.

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  • tel-amc-about
    022-61891300
  • mail-amc-about
    customercare@indiabullsamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    17.3%

    12.1%

    4.8%

    7.3%

    5.2%

    7%

    14.7%

    9.8%

    %

    3.5%

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers
    We manage to deliver better strategies to people who trust us.

    We thrive on trust. You don’t need to just take our word for it! Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About Indiabulls Banking & PSU Debt Fund Inc Dist cum Cap Wdrl (D-W)

    About Indiabulls Banking & PSU Debt Fund Inc Dist cum Cap Wdrl (D-W)

    Indiabulls Banking & PSU Debt Fund Inc Dist cum Cap Wdrl (D-W) is a Banking And Psu Debt fund and has delivered an annualised return of 3.5% over a period of 2 years. The fund was previously known as Indiabulls Banking & PSU Dbt Reg Wkly DP . The fund is managed by Indiabulls Asset Management Company Ltd.. The fund manager’s name is null

    Indiabulls Banking & PSU Debt Fund Inc Dist cum Cap Wdrl (D-W) Investment Objective

    To generate income over short to medium term horizon through investments in debt and money market instruments of various maturities,consisting predominantly of securities issued by entities such as Banks,Public Sector Undertakings (PSUs) and Public Financial Institutions (PFIs). . However, there is no assurance that the objective of the scheme will be realized.

    Indiabulls Banking & PSU Debt Fund Inc Dist cum Cap Wdrl (D-W) NAV,AUM,Risk

    The Indiabulls Banking & PSU Debt Fund Inc Dist cum Cap Wdrl (D-W) fund was launched on May 13, 2019. The NAV (Net Asset Value) of this Banking And Psu Debt fund as of 2021-03-04 is ₹1016.78. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹14.636. The category risk of the Indiabulls Banking & PSU Debt Fund Inc Dist cum Cap Wdrl (D-W) fund is Low Risk. The fund charges null % as expense ratio.

    Indiabulls Banking & PSU Debt Fund Inc Dist cum Cap Wdrl (D-W) Holdings

    The fund’s highest allocation is towards Others and has invested 100% in this asset class. The top three holdings of the fund are

    Indiabulls Banking & PSU Debt Fund Inc Dist cum Cap Wdrl (D-W) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

    Indiabulls Banking & PSU Debt Fund Inc Dist cum Cap Wdrl (D-W) Investment volatility and Horizon

    This fund is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Banking and PSU Debt TR INR.

    Indiabulls Banking & PSU Debt Fund Inc Dist cum Cap Wdrl (D-W) Review

    Indiabulls Banking & PSU Debt Fund Inc Dist cum Cap Wdrl (D-W) has a score of 0 on a scale of 5. The fund has a score of 0 out of 5 based on historical performance. As compared to the other funds in its category, Indiabulls Banking & PSU Debt Fund Inc Dist cum Cap Wdrl (D-W) has a score of 0out of 5 The credit risk of the fund is 0 out of 5 as compared to other debt funds.

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