Indiabulls Gilt Fund Direct Growth+0.66%

3
2.84%
1 Year Return
Debt
Gilt
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Indiabulls Gilt Fund Direct Growth

RiskLow
Min SIP AmountNot Supported
Expense Ratio0.50%
NAV1634.73 (19 Dec 2018)
Fund Started10 Jan 2013
Fund Size1 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Indiabulls Gilt Fund Direct Growth
2.8%
7.4%
9.2%
8.6%
Category Average
13.0%
7.7%
9.1%
-
Rank within category
23
22
19
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 2.8% annual returns

    Comparison

    Data not available
    Pros
    1. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. 1Y Returns are lower than the category average returns
    4. 3Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    Reserve Bank of IndiaFinancialT-Bills44.3%
    GOISovereignGOI Sec34.5%
    GOISovereignGOI Sec21.9%
    GOISovereignGOI Sec2.3%
    Karnataka StateOthersSDL0.7%

    Fund Managers

    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 Gilt Fund Direct Growth Details

    Indiabulls Gilt Fund Direct Growth is a Debt Mutual Fund Scheme launched by Indiabulls Mutual Fund. This scheme was made available to investors on 10 Jan 2013. Malay Shah is the Current Fund Manager of Indiabulls Gilt Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1 Cr and the Latest NAV as of 19 Dec 2018 is ₹1634.73.

    The Indiabulls Gilt Fund Direct Growth is rated Low risk. Minimum SIP Investment is set to 500.

    Investment Objective

    The scheme seeks to generate income and capital appreciation by investing predominantly in sovereign securities issued by Central Government (including Treasury Bills) and/or by State Government, without any restriction on the maturity of the portfolio. However, there is no assurance that the investment objective of the scheme will be realized and the scheme does not assure or guarantee any returns.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Nil
    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
    NA
    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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