Item: Indiabulls Income Fund Direct Growth
Rating: 5
Author: Morningstar

Home › Mutual Funds › Indiabulls Mutual Fund › Indiabulls Income Fund Direct Growth

17.282 (0.038%)

NAV on November 27, 2019

Category Fixed income:
Medium Duration

Interest rate sensitivity
Credit quality

N/A

Total Assets 17 cr

Turnover Ratio 843.99%

Expense Ratio 0.26%

Exit Load -

Returns

1M: 0.72%
1Y: 9.65%
3M: 1.18%
3Y: 6.99%
6M: 4.44%
5Y: 8.84%

Min Investment 500

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ADDITIONAL INFO

Fund Manager Vikrant Mehta (Since 6 months) Karan Singh (Since over 1 year)

ISIN INF666M01642

Fund Family Indiabulls

Launch Date March 04, 2013

Benchmark CRISIL Composite Bond Fund TR INR

Avg. Maturity 4.60 years

Yield To Maturity (%) 6.45%

RISK MEASURES (3 yrs)

vs CRISIL Composite Bond Fund TR INR

Alpha 1.58

Beta 0.73

R-Squared 59.92

Info Ratio 0.24

Tracking Err 2.46

Sortino 3.130

Sharpe 1.230

Std Dev 3.555

Risk Above Average

INVESTMENT 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.

You will not receive any dividends. Your investments will get the largest benefit of compounding.

View Factsheet

Top Rated
Top Performing

Top Medium Duration Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
SBI Magnum Medium Duration Fund Direct Growth	36.530	12.05%	2,082 cr	0.74%	Below Average
IDFC Bond Fund - Medium Term Plan - Direct Plan - Growth	34.914	11.40%	2,901 cr	0.75%	Below Average
HDFC Medium Term Debt Direct Plan Growth Option	40.757	10.72%	1,122 cr	0.49%	Below Average
ICICI Prudential Medium Term Bond Fund Direct Plan Growth	32.050	10.17%	6,105 cr	1.06%	Below Average
Indiabulls Income Fund Direct Growth	17.282	9.65%	17 cr	0.26%	Above Average
Kotak Medium Term Direct Growth	16.837	9.08%	3,412 cr	0.94%	Average
Axis Strategic Bond Fund Direct Plan Growth Option	20.008	8.64%	1,212 cr	0.35%	Average

Best Medium Duration Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
SBI Magnum Medium Duration Fund Direct Growth	36.530	12.05%	2,082 cr	0.74%	Below Average
IDFC Bond Fund - Medium Term Plan - Direct Plan - Growth	34.914	11.40%	2,901 cr	0.75%	Below Average
HDFC Medium Term Debt Direct Plan Growth Option	40.757	10.72%	1,122 cr	0.49%	Below Average
ICICI Prudential Medium Term Bond Fund Direct Plan Growth	32.050	10.17%	6,105 cr	1.06%	Below Average
Sundaram Medium Term Bond - Direct Plan - Growth Option	57.796	10.06%	83 cr	1.2%	Average
Indiabulls Income Fund Direct Growth	17.282	9.65%	17 cr	0.26%	Above Average
Axis Strategic Bond Fund Direct Plan Growth Option	20.008	8.64%	1,212 cr	0.35%	Average

Other plans of Indiabulls Income Fund

Indiabulls Income Fund Direct Quarterly Dividend Reinvestment

Medium Duration
Indiabulls Income Fund Direct Monthly Dividend Reinvestment

Medium Duration
Indiabulls Income Fund Direct Half Yearly Dividend Reinvestment

Medium Duration
Indiabulls Income Fund Direct Monthly Dividend Payout

Medium Duration
Indiabulls Income Fund Direct Half Yearly Dividend Payout

Medium Duration
Indiabulls Income Fund Direct Quarterly Dividend Payout

Medium Duration

Other Debt funds by Indiabulls

Indiabulls Banking & PSU Debt Fund Direct Growth

Banking & PSU
Indiabulls Ultra Short Term Fund - Direct Plan - Growth Option

Ultra Short Duration
Indiabulls Short Term Fund Direct Growth

Short Duration
Indiabulls Savings Direct Growth

Money Market

Indiabulls Income Fund Direct Growth