Indiabulls Mutual Fund

Indiabulls Financial Services is one of the nation’s leading private sector financial service providers dealing with Asset Management, Advisory services, Consumer Finance, etc. It offers investment options to prospective customers through an extensive number of consumer-focused tech points. Indiabulls Mutual Funds is one such investment option that offers long and short-term equity and debt-based schemes. The company may allocate up to 20% of its net assets for these security lending.

Indiabulls MF will use CRISIL Money Market index as a benchmark and track the performance of its various portfolios including Certificate of Deposits, Commercial papers, and Treasury Bills. As of 31st August 2018, it has feature returns of 7.19%, 7.37%, and 8.27% for 1 year, 3 year, and 5 years, respectively. It shows a solid portfolio, designed to maximise liquidity and maintain moderately low levels of overall risk.

Key information

Mutual fundIndiabulls Mutual Fund
Asset management companyHDFC Bank Ltd.
FoundedMarch 24, 2011
IncorporatedApril 10, 2008
SponsorsIndiabulls Housing Finance Limited
TrusteeIndiabulls Trustee Company Ltd.
ChairmanMr. Ashok Kacker
MD and CEOMr. Akshay Gupta
Investor Service OfficerMs. Niyati Gupta
Compliance OfficerMr. Uday Diwale

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How can you invest in Indiabulls Mutual Funds?

You can invest in Indiabulls Mutual Fund online by following some simple steps. Mentioned below is the process to invest in this mutual fund.

Step 1. Log-in to your Groww account to access the necessary information. If you are a new user, register your details to create an account.

Step 2. Upload a copy of your Identity Proof, like Voter ID, Aadhaar, PAN Card, passport, Driving Licence, etc. It should be a document issued by the Central or State Government.

Step 3. Upload a Proof of Address document. It can be any identity proof document with your permanent address mentioned.

Step 4. Choose an appropriate investment period for the scheme.

Step 5. Select whether you want to invest in a low, medium, or high-risk scheme.

Step 6. Set your preferred mutual fund as Indiabulls Mutual Funds.

Step 7. Select “Invest One Time” if you want to invest a large amount; select “Start SIP” if you want to invest the amount via SIP.

The Indiabulls Mutual Fund online investment will reflect in your Groww account within 3 to 4 business days after completion of the process.

Top Performing Indiabulls Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Indiabulls Savings Income FundHybridModerate8.7%5star19
Indiabulls Short Term FundDebtLow7.8%5star61
Indiabulls Ultra Short Term FundDebtModerately Low8.5%4star44
Indiabulls Income FundDebtModerate10.1%4star17
Indiabulls Blue Chip FundEquityHigh15.3%4star209
Indiabulls Arbitrage FundHybridModerately Low6.6%3star41
Indiabulls Value Discovery FundEquityModerately High-2.2%2star22
Indiabulls Liquid FundDebtLow7.1%2star638
Indiabulls Tax Savings FundEquityModerately High12.8%2star84
Indiabulls Equity Hybrid Fund - Direct PlanHybridModerately HighN.Astar46
View All Top Performing Indiabulls Mutual Funds

Top Fund Managers

1. Mr. Veekesh Gandhi

Mr. Veekesh Gandhi is the sitting Equity Co-Fund Manager at Indiabulls Mutual Funds. He co-manages the Blue Chip Fund, Value Discovery Fund, Tax Saving Fund, and arbitrage Fund along with existing Fund Manager Mr. Sumit Bhatnagar.

An alumni of the University of Hartford, Mr. Gandhi has more than 19 years of experience behind him. He started his career at Motilal Oswal Securities, as an Equity Research Analyst. Later, he joined Merrill Lynch as a Research Analyst and was promoted as the Vice President of the Equity Research Department. He served a total of 11 years and 5 months in Merrill Lynch, functioning specifically in the Banking and Financial sector.

Mr. Veekesh Gandhi joined Indiabulls Asset Management in September 2018, as the Head of Investments of Equity. Currently, he handles Rs. 243.92 Crore via different investment options.

2. Mr. Malay Shah

Mr. Malay Shah was appointed as the Head of Fixed Income at Indiabulls Mutual Funds in August 2014. A Bachelors in Commerce and MMS (Finance) degree holder, Mr. Shah currently handles Indiabulls Liquid Fund, Indiabulls Ultra Short Term Fund, Indiabulls Gilt Fund, Indiabulls Income Fund, and Indiabulls Short Term Fund. This 36-year-old professional started his career in 2002 as a Dealer-Fixed Income in Parag Parikh Financial Advisory Services Limited. Later, he joined Derivium Capital & Securities Pvt. Ltd. in the same rank and held the position for 5 years. He was also appointed as the Head-Fixed Income in Peerless Mutual Fund in 2009, where he spent another 5 years.

Mr. Malay Shah joined Indiabulls MF in 2014, managing the entire fixed income portfolio. He oversees Rs. 83.17 Crore as investment options.

3. Mr. Saurabh Sharma

A graduate of Sri Venkateswara College, Mr. Saurabh Sharma holds a degree in Bachelor of Commerce and specialises in securitisation, risk, and audit. He is the acting Assistant Manager at Indiabulls MF, overseeing Liquid Funds and handling an asset of Rs. 3355.15 Crore.

Mr. Sharma started his career at D.R. Mehta & Associates in 2007. Four years later, he joined Indiabulls at Audit (2011) and was promoted to Senior officer in September 2013. He has been associated with the organisation for more than 8 years.

4. Mr. Karan Singh

Mr. Karan Singh holds the position of the Head of Fixed Income Research at Indiabulls Asset Management. He is a veteran professional of the Indian financial market, with over 15 years of experience in the field of Fixed Income Fund Management.

Mr. Singh completed his Bachelor’s Degree in Economics from Delhi University in 1996. He also studied in the Indian Institute of Finance and completed his CFA Level 1 from the CFA Institute. He also studied economics at the Faculty of Business and Economics at the University of Melbourne.

Mr. Karan Singh started his professional career as an Intern Analyst at IL&FS AMC Ltd. in 2002. After completing his internship, he was appointed as an Analyst for the Fund Management and Fixed Income department of Escorts AMC. He was appointed by ICRA Ltd. as the Senior Analyst for Banking and Finance department, from where he was appointed by Fidelity Investments as an Associate for Fixed Income.

Mr. Singh joined Religare Aegon AMC Ltd. as an Analyst for the Fixed Income department in October 2008. After associating with the organisation for three years, he shifted to DIOS Capital Advisors LLC in 2012 as the Director/Strategist. He also worked at the Taurus Group as the Strategist for Fixed Income in Mumbai.

Mr. Karan Singh joined the Indiabulls Asset Management organisation in May 2018, as the Head of Fixed Income Research. He currently oversees 14 different schemes and handles Rs. 618 Crore in association with the different investment options.

5. Mr. Ashok Brijmohan Kacker

Mr. Ashok Kacker is the Chairman of Indiabulls MF. The topper of the 1972’s M. Sc. (Physics) batch of University of Allahabad, Mr. Kacker has more than 3 decades of experience in association with the Government of India. He has served the country as an Indian Revenue Service Officer and Chief Commissioner of Income Tax. He also held senior positions both in executive capacities and policy formulation roles.

Mr. Ashok Kacker also served as the Executive Director with the Securities Exchange Board of India. During his tenure, he was involved in various committees of SEBI for policy formulation purposes. He is also the founder and Managing Partner of A.K. Advisors and Consultants, an advisory company offering its expertise to Indiabulls Group of Companies.

Let's have a closer look

Now let us jump and check about these top 10 mutual fund schemes.

Indiabulls Savings Income Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Conservative segment. It has given a commendable 9.7% annual returns in the last three years. In the previous year, it delivered 8.67% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Hybrid mutual funds in India.

Min Investment Amt₹NaN
AUM19Cr
1Y Returns8.7%

Indiabulls Short Term Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Short Duration segment. It has given a commendable 7.55% annual returns in the last three years. In the previous year, it delivered 7.85% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Debt mutual funds in India.

Min Investment Amt₹NaN
AUM61Cr
1Y Returns7.8%

Indiabulls Ultra Short Term Direct Fund Growth

Fund Performance: This fund has consistently performed above the benchmark in Ultra Short Duration segment. It has given a commendable 7.88% annual returns in the last three years. In the previous year, it delivered 8.47% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Debt mutual funds in India.

Min Investment Amt₹NaN
AUM44Cr
1Y Returns8.5%

Indiabulls Income Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Medium Duration segment. It has given a commendable 7.77% annual returns in the last three years. In the previous year, it delivered 10.1% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Debt mutual funds in India.

Min Investment Amt₹NaN
AUM17Cr
1Y Returns10.1%

Indiabulls Bluechip Direct Fund Growth

Fund Performance: This fund has consistently performed above the benchmark in Large Cap segment. It has given a commendable 10.2% annual returns in the last three years. In the previous year, it delivered 15.27% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Equity mutual funds in India.

Min Investment Amt₹NaN
AUM209Cr
1Y Returns15.3%

Indiabulls Arbitrage Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Arbitrage segment. It has given a commendable 6.56% annual returns in the last three years. In the previous year, it delivered 6.59% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹1,000. It is one of most notable Hybrid mutual funds in India.

Min Investment Amt₹NaN
AUM41Cr
1Y Returns6.6%

Indiabulls Value Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Value segment. It has given a commendable 1.26% annual returns in the last three years. In the previous year, it delivered -2.19% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Equity mutual funds in India.

Min Investment Amt₹NaN
AUM22Cr
1Y Returns-2.2%

Indiabulls Liquid Direct Fund Growth

Fund Performance: This fund has consistently performed above the benchmark in Liquid segment. It has given a commendable 7.09% annual returns in the last three years. In the previous year, it delivered 7.11% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Debt mutual funds in India.

Min Investment Amt₹NaN
AUM638Cr
1Y Returns7.1%

Indiabulls Tax Savings Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in ELSS segment. It has given a commendable NA annual returns in the last three years. In the previous year, it delivered 12.78% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Equity mutual funds in India.

Min Investment Amt₹NaN
AUM84Cr
1Y Returns12.8%

Indiabulls Equity Hybrid Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Aggressive segment. It has given a commendable NA annual returns in the last three years. In the previous year, it delivered NA returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Hybrid mutual funds in India.

Min Investment Amt₹NaN
AUM46Cr
1Y ReturnsNA

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