Indiabulls Income Fund Regular Growth+0.07%

4Groww
10.07%
1 Year Return
Debt
Medium Duration
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

Indiabulls Income Fund Regular Growth

RiskModerate
Min SIP Amount₹500
Expense Ratio0.76%
NAV16.14 (13 Sep 2019)
Fund Started04 Mar 2013
Fund Size22 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Indiabulls Income Fund Regular Growth
10.1%
7.6%
8.7%
7.6%
Category Average
5.1%
6.3%
7.7%
-
Rank within category
3
3
2
-
*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
    30
    with 10.1% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the benchmark
    2. 3Y Returns are higher than the benchmark
    3. 5Y Returns are higher than the benchmark
    4. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec14.3%
    GOISovereignGOI Sec13.3%
    GOISovereignGOI Sec11.9%
    GOISovereignGOI Sec9.6%
    Indian Railway Finance Corpn. Ltd.FinancialNCD9.1%
    IDFC First Bank Ltd.FinancialCD8.7%
    Hindustan Petroleum Corpn. Ltd.EnergyDebenture6.9%
    State Bank of IndiaFinancialBonds3.7%
    Forbes Technosys Ltd.TechnologyDebenture3.2%
    GOISovereignGOI Sec0.2%
    See All

    Fund Managers

    addVikrant Mehta
    Education
    Mr. Mehta is CFA and M.S.
    Experience
    Prior to joining Indiabulls AMC he has worked with AIG Global Asset Management Company (India) Pvt. Ltd., AIG India Liaison Office, NVS Brokerage Pvt. Ltd., JM Morgan Stanley Fixed Income Securities Pvt. Ltd. and Mata Securities India Pvt. Ltd.
    Funds Managed

    Other Details

    Indiabulls Income Fund Regular Growth is a Debt Mutual Fund Scheme launched by Indiabulls Mutual Fund. This scheme was introduced to investors on 04 Mar 2013. Malay Shah is the Current Fund Manager of Indiabulls Income Fund Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹22 Cr and the Latest NAV as of 13 Sep 2019 is ₹16.14.

    The Indiabulls Income Fund Regular Growth is rated Moderate risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. Nil.

    Investment Objective

    The primary investment objective of the Scheme is to generate a steady stream of income and or medium to long term capital appreciation gain through investment in fixed income securities. However, there can be no assurance that the investment objective of the scheme will be achieved.

    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)

    ₹500
    Min for First Investment
    ₹500
    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
    23 Mar 2011
    Indiabulls Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
    Enter investment amount
    + ₹1,000
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    + ₹10,000
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