Click here for top ranked funds in medium term mutual funds.
However, Scripbox does not recommend investing in medium term mutual funds.
Medium Duration Funds invest in debt and money market instruments such that the duration of the portfolio is between 3 to 4 years.This exposes them to higher variation when interest rates change.
This is a small category (less than 2% of the total debt fund assets).We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category because of the higher credit risk and higher interest rate risk.
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Scheme Information
Investment Objective
The primary investment objective of the Scheme is to generate a steady stream of income and medium to long term capital appreciation/gain through investment in fixed income securities such that the Macaulay duration of the portfolio is between 3 years - 4 years. Portfolio Macaulay duration under anticipated adverse situation is 1 year to 4 years. However,there can be no assurance that the investment objective of the Scheme will be achieved.
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.
Indiabulls Asset Management Company Ltd. manages assets worth 978 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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
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?
Recommended
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.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative 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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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About Indiabulls Income Fund (G)
About Indiabulls Income Fund (G)
Indiabulls Income Fund (G) is a medium term debt fund and has delivered an annualised return of 7.7% over a period of 7 years ..The fund is managed by Indiabulls Asset Management Company Ltd..The fund managers are Karan Singh, Vikrant Mehta
Indiabulls Income Fund (G) Investment Objective
The primary investment objective of the Scheme is to generate a steady stream of income and medium to long term capital appreciation/gain through investment in fixed income securities such that the Macaulay duration of the portfolio is between 3 years - 4 years. Portfolio Macaulay duration under anticipated adverse situation is 1 year to 4 years. However,there can be no assurance that the investment objective of the Scheme will be achieved. However, there is no assurance that the objective of the scheme will be realized.
Indiabulls Income Fund (G) NAV,AUM,Risk
The Indiabulls Income Fund (G) fund was launched on Mar 04, 2013. The NAV (Net Asset Value) of this medium term debt as of 2020-11-20 is ₹ 17.7034. The total AUM (Asset Under Management) of the fund as of 2020-11-20 is ₹ 25.545. The category risk of the Indiabulls Income Fund (G) fund is Moderate Risk.
The fund charges 0.9 % as expense ratio.
Indiabulls Income Fund (G) Holdings
The fund’s highest allocation is towards debt and has invested 73.6% in this asset class. The top three holdings of the fund are 07.83 mh sdl 2030,reliance industries limited and power finance corporation limited
Indiabulls Income Fund (G) 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 Income Fund (G) 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 Income Fund (G) Review
Indiabulls Income Fund (G) has a score of 1 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Indiabulls Income Fund (G) has a score of 1 out of 5.
The credit risk of the fund is 5 out of 5 as compared to other debt funds.
