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  • Indiabulls Asset Management Company Ltd.
  • Indiabulls Income Fund (Growth)
Indiabulls Income Fund (Growth)

Indiabulls Income Fund (Growth)

Debt

Medium Term

17.7034

NAV (Nov 20)

Scripbox Opinion

Not Recommended

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.

Our analysis of this fundLearn how we rate funds ->

Track Record

7 Years

The Fund has Sufficient history for analysis and the track record is good.

Relative Size

26 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

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.

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    Historical growth rate of 6.5% per annum
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    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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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.

Low

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Moderately Low

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Moderate

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Moderately High

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High

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Moderate Risk

0.9 %

Expense Ratio

Mar 04, 2013

Launched (7y ago)

₹ 26

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.

Fund Managers
user-avatar

Karan Singh

Fund Manager

user-avatar

Vikrant Mehta

Fund Manager

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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
asset-allocation

Asset allocation and Holdings

Last updated on 2020-11-20

Top Stock Holdings

Ccil

23.9%
23.9%

07.83 mh sdl 2030

19.3%
19.3%

Reliance industries limited

10.3%
10.3%

Power finance corporation limited

10.2%
10.2%

Rural electrification corporation limited

10.2%
10.2%
See all holdingsright-arrow
allocation by market cap
comparison

Comparison with Debt Funds

Kotak Savings Fund (G)

Kotak Savings Fund (G)

Ultra Short

Recommended

Top Ranked

16 Years

Age

5

Track Record

SBI Magnum Ultra Short Duration Fund (G)

SBI Magnum Ultra Short Duration Fund (G)

Ultra Short

Recommended

Top Ranked

21 Years

Age

5

Track Record

Aditya Birla Sun Life Liquid (G)

Aditya Birla Sun Life Liquid (G)

Liquid

Recommended

Top Ranked

16 Years

Age

5

Track Record

ICICI Prudential Savings Fund (G)

ICICI Prudential Savings Fund (G)

Low Duration

Recommended

Top Ranked

18 Years

Age

5

Track Record

Nippon India Liquid Fund (G)

Nippon India Liquid Fund (G)

Liquid

Recommended

Top Ranked

17 Years

Age

5

Track Record

amc-icon

About the AMC

Indiabulls Asset Management Company Ltd.

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.

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  • tel-amc-about
    022-61891300
  • mail-amc-about
    customercare@indiabullsamc.com
  • Indiabulls Liquid Fund (G)

    Indiabulls Liquid Fund (G)

    Liquid

    Top Ranked

    ₹ 262 Cr

    Fund Size

    6%

    3Y returns

    Indiabulls Liquid Fund (DR-D)

    Indiabulls Liquid Fund (DR-D)

    Liquid

    Top Ranked

    ₹ 262 Cr

    Fund Size

    4.4%

    3Y returns

    Indiabulls Liquid Fund (DP-W)

    Indiabulls Liquid Fund (DP-W)

    Liquid

    Top Ranked

    ₹ 262 Cr

    Fund Size

    4.4%

    3Y returns

    Indiabulls Liquid Fund (DR-15D)

    Indiabulls Liquid Fund (DR-15D)

    Liquid

    Top Ranked

    ₹ 262 Cr

    Fund Size

    4.4%

    3Y returns

    Indiabulls Liquid Fund (DR-W)

    Indiabulls Liquid Fund (DR-W)

    Liquid

    Top Ranked

    ₹ 262 Cr

    Fund Size

    4.4%

    3Y returns

    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

    Investment Calculator

    Investment Duration5 years

    ₹ 0

    Total Investment

    ₹ 0

    Wealth Gained

    ₹ 0

    Total Corpus Created (₹)

    With assumed returns of 6.5 %
    How does Scripbox rate funds?

    Proprietary 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.

    Relative Size

    Relative Size

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

    Category View

    Category View

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

    Consistency Of Performance

    Consistency Of 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.

    Relative Size

    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

    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

    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.

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