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    • Indiabulls Dynamic Bond Inc Dist cum Cap Wdrl fund (Dividend Payout - Weekly)

    Formerly Indiabulls Dynamic Bond Reg Wkly DP

    Indiabulls Mutual Fund

    Indiabulls Dynamic Bond Inc Dist cum Cap Wdrl fund (Dividend Payout - Weekly)

    DebtDynamic Bond

    1006.911

    NAV (Sep 23)

    3.5%
    Till Date CAGR
    Scripbox Opinion

    Not Recommended

    Click here for top ranked funds in dynamic bond mutual funds.

    However, Scripbox does not recommend investing in dynamic bond mutual funds.

    Dynamic Bond Funds have the flexibility to invest in instruments across duration.The exposure is dependent on the outlook of the Fund Manager.

    Such funds are also allowed to invest across the credit quality spectrum.They tend to be exposed to higher credit risk and longer maturity paper which makes them quite volatile.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.

    Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    3 Years. The Fund has a Short history for analysis. We recommend funds with longer history.

    Relative Size

    25 Cr. Negligible within the category

    Impact of Interest Rate Changes

    High Interest Rate Risk. The impact on fund value is high when interest rates change

    Credit Quality Of Fund's Portfolio

    Lowest Credit Risk. The fund has a very high credit quality compared to other debt funds

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

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    Historical NAV

    1006.911

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    6.3%
    Last 3Y
    NA
    Last 5Y
    NA
    Last 10Y
    NA
    Since Inception
    3.5%
    6 Month CAGR
    3%
    info-icon-blue

    Scheme Information

    Investment Objective

    To generate reasonable returns commensurate with the risk taken by active duration management of the portfolio. The Scheme would be investing in debt instruments including but not limited to bonds,debentures,government securities and money market instruments over various maturity periods.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Low to Moderate Risk

    Expense Ratio
    0.74
    Launched (3y ago)
    Dec 04, 2018
    AUM in Crores
    24.234
    ISIN
    INF666M01EU4
    Lock-in
    No Lock-in
    Benchmark
    CRISIL Composite Bond Fund TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Karan Singh

    Fund Manager

    calculator

    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 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

    ₹ 13,951 cr

    5

    recommended-badge

    ₹ 33,662 cr

    5

    recommended-badge

    ₹ 11,134 cr

    5

    recommended-badge

    ₹ 31,274 cr

    5

    recommended-badge

    ₹ 24,210 cr

    5

    amc-icon

    About the AMC

    Indiabulls Asset Management Company Ltd.

    Indiabulls Asset Management Company Ltd. manages assets worth 703 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.

    amc-img

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

    12.7%

    11.8%

    4.9%

    7.3%

    5.4%

    7.1%

    11.5%

    9.4%

    %

    3.6%

    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

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    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

    About Indiabulls Dynamic Bond Inc Dist cum Cap Wdrl fund (D-W)

    About Indiabulls Dynamic Bond Inc Dist cum Cap Wdrl fund (D-W)

    Indiabulls Dynamic Bond Inc Dist cum Cap Wdrl fund (D-W) is a Dynamic Bond Debt fund and has delivered an annualised return of 3.5% over a period of 2 years. The fund was previously known as Indiabulls Dynamic Bond Reg Wkly DP . The fund is managed by Indiabulls Asset Management Company Ltd.. The fund manager’s name is Karan Singh

    Indiabulls Dynamic Bond Inc Dist cum Cap Wdrl fund (D-W) Investment Objective

    To generate reasonable returns commensurate with the risk taken by active duration management of the portfolio. The Scheme would be investing in debt instruments including but not limited to bonds,debentures,government securities and money market instruments over various maturity periods. . However, there is no assurance that the objective of the scheme will be realized.

    Indiabulls Dynamic Bond Inc Dist cum Cap Wdrl fund (D-W) NAV,AUM,Risk

    The Indiabulls Dynamic Bond Inc Dist cum Cap Wdrl fund (D-W) fund was launched on Dec 04, 2018. The NAV (Net Asset Value) of this Dynamic Bond Debt fund as of 2021-09-23 is ₹1006.91. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹24.234. The category risk of the Indiabulls Dynamic Bond Inc Dist cum Cap Wdrl fund (D-W) fund is Low to Moderate Risk. The fund charges 0.74 % as expense ratio.

    Indiabulls Dynamic Bond Inc Dist cum Cap Wdrl fund (D-W) Holdings

    The fund’s highest allocation is towards Debt and has invested 89.2% in this asset class. The top three holdings of the fund are , 5.22% goi 2025 , 8.14% maharashtra sdl 2025 , power finance corporation limited , rural electrification corporation limited , ccil , net receivable/payable

    Indiabulls Dynamic Bond Inc Dist cum Cap Wdrl fund (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 Dynamic Bond Inc Dist cum Cap Wdrl fund (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 Composite Bond Fund TR INR.

    Indiabulls Dynamic Bond Inc Dist cum Cap Wdrl fund (D-W) Review

    Indiabulls Dynamic Bond Inc Dist cum Cap Wdrl fund (D-W) has a score of 1 on a scale of 5. The fund has a score of 2 out of 5 based on historical performance. As compared to the other funds in its category, Indiabulls Dynamic Bond Inc Dist cum Cap Wdrl fund (D-W) has a score of 1out of 5 The credit risk of the fund is 5 out of 5 as compared to other debt funds.

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