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Indiabulls Income Fund

Indiabulls Income Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

7.34

as on 31 Mar 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 12,368 today.

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NAV Performance

Indiabulls Income Fund performance graph for last 3 years
Performance of Indiabulls Income Fund for last 3 Years

Fund Information

  • ₹ 17.869

    as on 31 Mar 2021
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 16 Cr.

    as on 31 Mar 2021
  • 0.9%

    since 28 Feb 2021
  • 04 Mar 2013

  • Debt - Medium Duration Fund

  • CRISIL 10 Year Gilt Index

  • indiabulls mutual fund

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Highlights of this fund

Indiabulls Income Fund is an Open-ended Debt Fund. The fund belongs to Medium Duration Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 04 Mar 2013. This fund is offered by one of the top AMC (Assets Management Company) indiabulls mutual fund. You can also view here all other Debt funds offered by indiabulls mutual fund.

Latest NAV of the fund is ₹ 17.869 as on 31 Mar 2021.

This fund has 8 years of track record. Since 28 Feb 2021 expense ratio of this fund is 0.9%. Ideally you shoulds compare this fund with the benchmark CRISIL 10 Year Gilt Index.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 500.

Fund Objective

The primary investment objective of the Scheme is to generate a steady stream of income and medium to long term capital appreciation/gain through investment in fixed income securities such that the Macaulay duration of the portfolio is between 3 years - 4 years. Portfolio Macaulay duration under anticipated adverse situation is 1 year to 4 years. However, there can be no assurance that the investment objective of the Scheme will be achieved.

List of Fund Managers of Indiabulls Income Fund

  • About Karan Singh

    Picture of Karan SinghMr. Singh is B.A (Honours) in Economics, PGDBF & CFA - Level 1 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.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Low Risk

Fund Return Comparison

Fund Name 1 Week 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 0.29% 14.29% 14.70% 16.46% 17.67% 9.04% 9.40% 8.99% 9.33% 31.45% 8.37% 9.00% 8.76% 9.33%
Category Average 0.10% 1.58% 2.23% 3.78% 6.41% 5.96% 5.58% 6.04% 7.81% 7.22% 6.42% 5.93% 5.59% 7.36%
Indiabulls Income Fund 0.08%₹ 10,007 0.24%₹ 10,023 0.57%₹ 10,057 2.99%₹ 10,299 - - - - - - - - - -
SBI Magnum Medium Duration Fund 0.07%₹ 10,007 0.62%₹ 10,061 1.53%₹ 10,153 2.81%₹ 10,281 6.27%₹ 10,627 5.59%₹ 12,359 9.04%₹ 11,892 7.91%₹ 26,004 9.40%₹ 13,097 9.00%₹ 41,228 8.99%₹ 15,385 8.76%₹ 74,820 9.33%₹ 24,411 9.33%₹ 1,94,459
HDFC Medium Term Debt Fund 0.13%₹ 10,013 0.68%₹ 10,067 1.78%₹ 10,178 3.45%₹ 10,345 7.24%₹ 10,723 6.69%₹ 12,429 7.86%₹ 11,635 7.71%₹ 25,952 8.26%₹ 12,691 8.16%₹ 40,721 7.54%₹ 14,387 7.70%₹ 72,863 8.37%₹ 22,344 8.08%₹ 1,82,105
ICICI Prudential Medium Term Bond Fund 0.07%₹ 10,007 0.58%₹ 10,058 1.55%₹ 10,155 3.69%₹ 10,369 7.55%₹ 10,754 6.97%₹ 12,446 8.99%₹ 11,881 8.37%₹ 26,120 8.38%₹ 12,734 8.68%₹ 41,034 7.72%₹ 14,504 7.98%₹ 73,377 8.43%₹ 22,475 8.26%₹ 1,83,776
Axis Strategic Bond Fund 0.11%₹ 10,011 0.69%₹ 10,068 1.52%₹ 10,152 3.26%₹ 10,325 6.87%₹ 10,686 6.47%₹ 12,414 8.40%₹ 11,753 7.83%₹ 25,982 7.94%₹ 12,579 7.95%₹ 40,594 7.82%₹ 14,575 7.68%₹ 72,834 - -
IDFC Bond Fund - Medium Term Plan -0.03%₹ 9,996 0.53%₹ 10,052 1.05%₹ 10,104 2.25%₹ 10,225 3.41%₹ 10,341 3.65%₹ 12,235 6.92%₹ 11,433 5.84%₹ 25,474 8.15%₹ 12,653 7.16%₹ 40,117 7.25%₹ 14,190 7.22%₹ 71,995 8.05%₹ 21,702 7.68%₹ 1,78,314

Portfolio Holdings

Portfolio holdings pattern of Indiabulls Income Fund as on 04 Aug 2021 are listed below:

  • Equity Holdings:

    0.00%
  • Debt Holdings:

    85.17%
  • Others Holdings:

    14.83%

Top Debt Instrument Type holdings of Indiabulls Income Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 61.15% ₹ 10.01 Cr.
GOI 24.02% ₹ 3.93 Cr.
Others 14.83% -

Top Debt Holdings of Indiabulls Income Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 24.02% ₹ 3.93 Cr.
Bond - Reliance Industries Ltd. 16.22% ₹ 2.66 Cr.
Bond - Rural Electrification Corporation Limited 15.99% ₹ 2.62 Cr.
Bond - Power Finance Corporation Ltd. 15.98% ₹ 2.61 Cr.
Bond - National Highways Authority of India 12.96% ₹ 2.12 Cr.
Others 14.83%

Other Holdings

Holding TypeHolding Percentage
TREPS 11.00%
Net Receivables 3.83%