₹ 17.8336
NAV (Mar 05)
Not Recommended
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.
Track Record
8 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
17 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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Scheme Information
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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
0.9 %
Expense Ratio
Mar 04, 2013
Launched (8y ago)
₹ 17
AUM in Crores
INF666M01717
ISIN
No Lock-in
Lock-in
CRISIL Composite Bond Fund TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
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.
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
Comparison with Debt Funds
Ultra Short
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Age
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Ultra Short
Recommended
Top Ranked
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Age
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Low Duration
Recommended
Top Ranked
19 Years
Age
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Liquid
Recommended
Top Ranked
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Age
Track Record
About the AMC
Indiabulls Asset Management Company Ltd.
Indiabulls Asset Management Company Ltd. manages assets worth 619 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.
Liquid
Top Ranked
₹ 117 Cr
Fund Size
5.7%
3Y returns
Liquid
Top Ranked
₹ 117 Cr
Fund Size
4.3%
3Y returns
Liquid
Top Ranked
₹ 117 Cr
Fund Size
4.2%
3Y returns
Liquid
Top Ranked
₹ 117 Cr
Fund Size
4.3%
3Y returns
Liquid
Top Ranked
₹ 117 Cr
Fund Size
4.2%
3Y returns
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
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Indiabulls Income Fund (G) is a medium term debt fund and has delivered an annualised return of 7.5% over a period of 8 years ..The fund is managed by Indiabulls Asset Management Company Ltd..The fund managers are Karan Singh, Vikrant Mehta
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.
The Indiabulls Income Fund (G) fund was launched on Mar 04, 2013. The NAV (Net Asset Value) of this medium term debt as of 2021-03-05 is ₹ 17.8336. The total AUM (Asset Under Management) of the fund as of 2021-03-06 is ₹ 16.414. The category risk of the Indiabulls Income Fund (G) fund is Very High Risk. The fund charges 0.9 % as expense ratio.
The fund’s highest allocation is towards others and has invested 100.0% in this asset class. The top three holdings of the fund are ccil and net receivable/payable
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.
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) 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.