- Mutual Funds
- Indiabulls Mutual Fund
- Indiabulls Liquid Fund (Growth)
Liquid funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 2156.7313
NAV (Mar 19)
Fund Returns
Last 1Y | 5.3% |
Last 3Y | 3.9% |
Last 5Y | 5.1% |
Last 10Y | 6.6% |
Since Inception | 7% |
6 Month CAGR | 3.1% |
Scheme Information
To provide a high level of liquidity with returns commensurate with low risk through a portfolio of money market and debt securities with maturity of up to 91days. However,there can be no assurance that the investment objective of the scheme will be achieved.
Expense Ratio | 0.31 |
Launched (12y ago) | Oct 27, 2011 |
AUM in Crores | 212.952 |
ISIN | INF666M01014 |
Lock-in | No Lock-in |
Benchmark | CRISIL Liquid Fund TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 1000 |
Standard Deviation (3yr) | 0.4 |
Standard Deviation (5yr) | 0.5 |
Beta (3yr) | 0.37 |
Beta (5yr) | 0.85 |
Sharpe Ratio (3yr) | -3.519 |
Sharpe Ratio (5yr) | -0.22 |
YTM | 6.92 |
Fund Managers
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Indiabulls Liquid Fund (Growth) | 827,973 | 95,361 | 5.1% | |
| 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.
Asset allocation and Holdings
Top Debt Holdings
91 Days Treasury Bill 18-05-2023
20.8%hdfc securities limited
11.7%small industries development bank of india
11.7%canara bank
11.7%bank of baroda
11.6%Compare Indiabulls Liquid Fund (Growth)
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 47,245 cr | ||
₹ 14,457 cr | ||
₹ 20,146 cr | ||
₹ 13,095 cr | ||
₹ 47,245 cr |
About the AMC
Indiabulls Asset Management Company Ltd.
Indiabulls Asset Management Company Ltd. manages assets worth 551 crores and was set up on 10 April 2008. It's current offering of mutual fund schemes includes 22 equity,85 debt and 14 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
17.1% | % | ||
17.1% | 9.3% | ||
17.1% | 9.3% | ||
19.4% | 10.9% | ||
17.1% | 9.3% |
Indiabulls Liquid Fund (G) Review
Indiabulls Liquid Fund (G) is a Liquid Debt fund and has delivered an annualised return of 7% over a period of 11 years. The fund is managed by Indiabulls Asset Management Company Ltd.. The fund manager’s name is Karan Singh.
Nav of Indiabulls Liquid Fund (G) as of 3/19/2023 is ₹2156.73 with the total AUM as of 3/20/2023 is ₹212.952. With Scripbox you can compare and check the latest nav for all mutual funds in India. Indiabulls Liquid Fund (G) was launched on Oct 27, 2011. The category risk of the fund is Low to Moderate Risk.
The minimum SIP amount for Indiabulls Liquid Fund (G) 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 ₹1000. Check your estimated returns on mutual funds by using sip calculator.
Indiabulls Liquid Fund (G) 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 Liquid Fund TR INR.
Indiabulls Liquid Fund (G) is rated as a 1 fund in Debt and delivered 5.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Indiabulls Liquid Fund (G).
Frequently Asked Questions
What is Indiabulls Liquid Fund (G)?
How to invest in Indiabulls Liquid Fund (G)?
You can invest in Indiabulls Liquid Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Indiabulls Liquid Fund (G)?
The minimum sip amount for Indiabulls Liquid Fund (G) is ₹1000. You can invest in multiples of ₹1000.
Is Indiabulls Liquid Fund (G) good to invest in?
As per Scripbox experts, Indiabulls Liquid Fund (G) is a Not Recommended fund. You can investIndiabulls Liquid Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Indiabulls Liquid Fund (G)?
The expense ratio of the Indiabulls Liquid Fund (G) is 0.31% for regular plan.