Indiabulls Income Fund - Growth - Regular Plan

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  • Net Change on 23-10-2020

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Fund Overview Growth | Regular 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 - Regular Plan - Growth Option 14.47 4.18 8.54 8.34 7.80 7.67
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 8.54 8.34 7.80 0.90 25.55
ICICI Prudential Medium Term Bond Fund - Growth Sep 15, 2004 11.21 7.61 8.07 1.63 5,192.42
SBI MAGNUM MEDIUM DURATION FUND - REGULAR PLAN - GROWTH Nov 05, 2003 12.65 9.21 9.75 1.25 4,437.17
IDFC Bond Fund - Medium Term Plan -Regular Plan- Growth Option Jul 08, 2003 10.29 8.18 8.13 1.43 3,786.28
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan Mar 25, 2009 Unrated 0.66 2.87 5.37 1.05 2,002.99
Kotak Medium Term Fund - Growth Mar 21, 2014 Unrated 8.65 6.52 7.58 1.64 1,737.39

Fund Holdings as on 30-September-2020

  • CCIL

  • 7.83% Maharashtra SDL 08-Apr-2030

  • Reliance Industries Limited

  • Rural Electrification Corporation Ltd

  • Power Finance Corporation Ltd

  • 8.14% Maharashtra SDL 27-May-2025

  • National Highways Authority of India

  • 7.89% Gujarat SDL 15-May-2025

  • Net Receivable/Payable

  • 6.97% GOI - 06-SEP-2026

  • 7.61% GOI 09-May-2030

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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 ₹25.55 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 ₹0.02(0.11%)yesterday to ₹17.6084.

Among its top 3 holdings the fund has exposure to CCIL, 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