Indiabulls Income Fund - Growth - Direct Plan

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  • Net Change on 03-07-2020

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Fund Overview Growth | Direct Plan

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  • Exit Load (%)

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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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Indiabulls Income Fund - Direct Plan - Growth Option 13.22 14.78 9.42 8.98 8.84 8.61
Crisil 1 Yr T-Bill Index N/A N/A N/A N/A N/A N/A
Crisil Composite Bond Fund Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Annualised, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Indiabulls Income Fund - Direct Plan - Growth Option Mar 04, 2013 9.42 8.98 8.84 0.40 28.31
ICICI Prudential Medium Term Bond Fund - Direct Plan - Growth Jan 23, 2013 10.95 7.93 8.84 1.03 4,959.96
SBI MAGNUM MEDIUM DURATION FUND - DIRECT PLAN - GROWTH Jan 28, 2013 13.34 9.55 10.30 0.78 3,246.47
IDFC Bond Fund - Medium Term Plan-Direct Plan-Growth Jan 01, 2013 12.54 8.97 9.11 0.75 2,972.76
Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan Jan 01, 2013 Unrated -2.34 2.76 5.87 0.05 2,064.80
Franklin India Income Opportunities Fund - Direct - Growth Jan 01, 2013 Unrated -1.75 4.69 6.71 0.06 1,677.95

Fund Holdings as on 31-May-2020

  • 6.18% GOI - 04-Nov-2024

  • 7.26% GOI 14-Jan-2029

  • 6.17% GOI 15-Jul-2021

  • 6.45% GOI 07-Oct-2029

  • 7.27% GOI 08-Apr-2026

  • Canara Bank

  • Bank of Baroda

  • CCIL

  • Net Receivable/Payable

  • 6.97% GOI - 06-SEP-2026

  • 7.61% GOI 09-May-2030

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About Indiabulls Income Fund

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Scheme Analysis

Indiabulls Income Fund is a Debt - Medium Duration Fund fund and belongs to Indiabulls Mutual Fund. It was launched on 04-Mar-2013 and currently has an AUM of ₹28.31 crore. Indiabulls Income Fund is benchmarked against Crisil 1 Yr T-Bill Index as primary index and Crisil Composite Bond Fund Index as secondary index.

The NAV of Indiabulls Income Fund ended up ₹0.01(0.05%)yesterday to ₹18.3336.

Among its top 3 holdings the fund has exposure to 6.18% GOI - 04-Nov-2024, and

The Indiabulls Income Fund is managed by Karan Singh .

Fund House Contact

11th Fl.,Tower-1,Indiabulls Finance Centre, Senapati Bapat Marg,Elphinstone Mills Comp.,Elphinstone(W) Mumbai - 400 013

022-30866253
022-66589925