Indiabulls Banking And PSU Debt Fund Direct Growth+0.01%

4
7.30%
1 Year Return
Debt
Banking and PSU
6M
1Y
All

Fund Details

Indiabulls Banking And PSU Debt Fund Direct Growth

RiskModerately Low
Min SIP Amount₹500
Expense Ratio0.22%
NAV1093.44 (02 Jul 2020)
Fund Started16 May 2019
Fund Size45 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Indiabulls Banking And PSU Debt Fund Direct Growth
7.3%
NA
NA
8.2%
Category Average
10.3%
8.0%
8.3%
-
Rank within category
18
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 7.3% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    LIC Housing Finance Ltd.FinancialNCD12.6%
    Power Finance Corpn. Ltd.FinancialDebenture9.5%

    Fund Managers

    addVikrant Mehta
    Education
    Mr. Mehta is CFA and M.S.
    Experience
    Prior to joining Indiabulls AMC he has worked with Kotak Mahindra Mutual Fund, AIG India Liaison Office, NVS Brokerage Pvt. Ltd., JM Morgan Stanley Fixed Income Securities Pvt. Ltd. and Mata Securities India Pvt. Ltd.
    Funds Managed
    addKaran Singh
    Education
    Mr. Singh is B.A (Honours) in Economics, PGDBF & CFA - Level 1
    Experience
    Prior to joining IndiaBulls Mutual Fund he has worked with Taurus Corporate Advisory Services Ltd., DIOS Capital, Invesco Asset Management Company Ltd., Fidelity Investments and ICRA Ltd.
    Funds Managed

    Indiabulls Banking And PSU Debt Fund Direct Growth Details

    Indiabulls Banking And PSU Debt Fund Direct Growth is a Debt Mutual Fund Scheme launched by Indiabulls Mutual Fund. This scheme was made available to investors on 16 May 2019. Karan Singh is the Current Fund Manager of Indiabulls Banking And PSU Debt Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹45 Cr and the Latest NAV as of 02 Jul 2020 is ₹1093.44.

    The Indiabulls Banking And PSU Debt Fund Direct Growth is rated Moderately Low risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500. Exit load of 0.25% if redeemed within 3 days.

    Investment Objective

    The scheme seeks to generate income over short to medium term horizon through investments in debt and money market instruments of various maturities, consisting predominantly of securities issued by entities such as Banks, Public Sector Undertakings (PSUs) and Public Financial Institutions (PFIs).

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Exit load of 0.25% if redeemed within 3 days.
    Exit Load

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    About Indiabulls Mutual Fund

    Address
    11th Floor, Indiabulls Finance Centre Tower-1, Senapati Bapat Marg, Elphinstone (West) Mumbai - 400013.
    Phone
    022-61891300
    Launch Date
    24 Mar 2011
    Indiabulls Mutual Fund
    Asset Management Company
    Custodian
    HDFC Bank
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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