| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.27% |
| NAV | ₹14.5 (18 Jul 2019) |
|---|---|
| Fund Started | 02 Dec 2015 |
| Fund Size | ₹20 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Tanglin Developments Ltd. | Construction | Bonds | 52.5% |
| Indiabulls Real Estate Ltd. | Construction | NCD | 9.3% |
| Forbes Technosys Ltd. | Technology | Debenture | 9.2% |
| HDFC Bank Ltd. | Financial | Equity | 7.1% |
| ICICI Bank Ltd. | Financial | Equity | 2.4% |
| State Bank of India | Financial | Equity | 2.3% |
| Bank Of Baroda | Financial | Equity | 1.6% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 1.4% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.2% |
Indiabulls Mutual Fund started their mutual fund on 24/03/2011 and its managing total assets of Rs. 10,577 Cr. Its ranked at 24 as per total assets at end of 30th Sep 2017.
Indiabulls Mutual Fund believes in creating value for customers by striking a balance between liquidity, good returns and keeping investor funds safe and transparent.
The fund house was established on March 24th, 2011 and has a current asset under management of Rs.7992.42 crore. (As of June 2018). Indiabulls Trustee Company Ltd.acts as the trustee company to the asset management company.
The mutual fund offers various schemes in different categories and aims to follow a risk- reward paradigm. With a wide array of mutual across various market categorization, it has targeted investors of different needs and financial goals. Indiabulls Mutual Fund believes in four core values, which are, customer comes first, transparency, integrity and professionalism.
It is located in 110 towns and has 220 established branches across the country.