Indiabulls Income Fund - Growth - Regular Plan

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  • Net Change on 31-03-2020

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Fund Overview Growth | Regular Plan

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  • Minimum Addl Investment (₹)

  • 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 - Regular Plan - Growth Option 4.86 9.28 7.74 7.88 7.58 7.52
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 - Regular Plan - Growth Option Mar 04, 2013 7.74 7.88 7.58 0.90 30.90
ICICI Prudential Medium Term Bond Fund - Growth Sep 15, 2004 10.06 7.27 7.88 1.59 6,806.75
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan Mar 25, 2009 Unrated -3.61 2.48 5.20 1.66 4,452.29
Kotak Medium Term Fund - Growth Mar 21, 2014 Unrated 6.58 6.36 7.71 1.72 3,323.67
SBI MAGNUM MEDIUM DURATION FUND - REGULAR PLAN - GROWTH Nov 05, 2003 11.26 8.41 9.01 1.13 3,099.90
IDFC Bond Fund - Medium Term Plan -Regular Plan- Growth Option Jul 08, 2003 9.32 7.18 7.70 1.44 3,065.60

Fund Holdings as on 29-February-2020

  • 7.57% GOI 17-Jun-2033

  • 6.17% GOI 15-Jul-2021

  • 7.27% GOI 08-Apr-2026

  • Rural Electrification Corporation Ltd

  • IDFC First Bank Ltd

  • Housing Development Finance Corporation

  • CCIL

  • Power Finance Corporation Ltd

  • Net Receivable/Payable

  • 6.97% GOI - 06-SEP-2026

  • 7.61% GOI 09-May-2030

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  • Miscellaneous

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About Indiabulls Income Fund

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 ₹30.90 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 ₹0.03(0.21%)yesterday to ₹16.7128.

Among its top 3 holdings the fund has exposure to 7.57% GOI 17-Jun-2033, and

The Indiabulls Income Fund is managed by Vikrant Mehta and 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

Fund Manager

  • Cash

  • CRISIL AAA

  • ICRA A1+

  • Sovereign

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