Formerly Indiabulls Liquid Wk DP
However, Scripbox does not recommend investing in liquid mutual funds.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
10 Years. The Fund has Sufficient history for analysis and the track record is good.
159 Cr. Small within the category
Impact of Interest Rate Changes
Lowest Interest Rate Risk. The impact on fund value is very low 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
NAV (Nov 26)
6 Month CAGR
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.
Low to Moderate
Low to Moderate Risk
Launched (10y ago)
Oct 27, 2011
AUM in Crores
CRISIL Liquid Fund TR INR
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 9,65,796||₹ 2,33,184||11.25%|
|EPF||₹ 9,00,761||₹ 1,68,149||8.50%|
|Property||₹ 8,67,662||₹ 1,35,050||7.00%|
|PPF||₹ 8,69,819||₹ 1,37,207||7.10%|
|Bank FD||₹ 8,46,471||₹ 1,13,859||6.00%|
|Gold||₹ 8,46,471||₹ 1,13,859||6.00%|
|Savings Bank||₹ 8,25,950||₹ 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.
|Fund Name||Scripbox Opinion||Fund Size||Track Record|
₹ 13,499 cr
₹ 33,567 cr
₹ 11,691 cr
₹ 27,296 cr
₹ 31,118 cr
Indiabulls Asset Management Company Ltd.
Indiabulls Asset Management Company Ltd. manages assets worth 787 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.
|Fund Name||Scripbox Opinion||Till Date CAGR|
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Indiabulls Liquid Fund Inc Dist cum Cap Wdrl (D-W) is a Liquid Debt fund and has delivered an annualised return of 4.7% over a period of 10 years. The fund was previously known as Indiabulls Liquid Wk DP . The fund is managed by Indiabulls Asset Management Company Ltd.. The fund manager’s name is Karan Singh
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. . However, there is no assurance that the objective of the scheme will be realized.
The Indiabulls Liquid Fund Inc Dist cum Cap Wdrl (D-W) fund was launched on Oct 27, 2011. The NAV (Net Asset Value) of this Liquid Debt fund as of 2021-11-26 is ₹1001.95. The total AUM (Asset Under Management) of the fund as of 27/11/2021 is ₹158.956. The category risk of the Indiabulls Liquid Fund Inc Dist cum Cap Wdrl (D-W) fund is Low to Moderate Risk. The fund charges 0.22 % as expense ratio.
The fund’s highest allocation is towards Others and has invested 100% in this asset class. The top three holdings of the fund are , ccil , 91 dtb 06012022 , 91 dtb 23122021 , reliance industries limited , national bank for agriculture and rural development , indian railway finance corporation limited , reliance retail ventures limited , net receivable/payable , hdfc bank limited , ntpc limited
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 ₹ 1000.
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 Liquid Fund TR INR.
Indiabulls Liquid Fund Inc Dist cum Cap Wdrl (D-W) has a score of 3 on a scale of 5. The fund has a score of 4 out of 5 based on historical performance. As compared to the other funds in its category, Indiabulls Liquid Fund Inc Dist cum Cap Wdrl (D-W) has a score of 2out of 5 The credit risk of the fund is 5 out of 5 as compared to other debt funds.
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