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

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

17.001 (0.298%)

NAV on August 16, 2019

Category Fixed income:
Medium Duration

Interest rate sensitivity
Credit quality

N/A

Total Assets 22 cr

Turnover Ratio 1379.30%

Expense Ratio 0.26%

Exit Load -

Returns

1M: -0.11%
1Y: 9.80%
3M: 3.34%
3Y: 8.21%
6M: 5.20%
5Y: 9.58%

Min Investment 500

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ADDITIONAL INFO

Fund Manager Vikrant Mehta (Since 2 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 5.09 years

Yield To Maturity (%) 6.62%

RISK MEASURES (3 yrs)

vs CRISIL Composite Bond Fund TR INR

Alpha 1.68

Beta 0.72

R-Squared 59.63

Info Ratio 0.22

Tracking Err 2.47

Sortino 3.473

Sharpe 1.364

Std Dev 3.533

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
IDFC Bond Fund - Medium Term Plan - Direct Plan - Growth	34.101	11.33%	2,584 cr	0.76%	Below Average
SBI Magnum Medium Duration Fund Direct Growth	35.461	10.74%	1,753 cr	0.74%	Below Average
Indiabulls Income Fund Direct Growth	17.001	9.80%	22 cr	0.26%	Above Average
HDFC Medium Term Debt Direct Plan Growth Option	39.707	9.71%	1,094 cr	0.49%	Below Average
Franklin India Income Opportunities Fund - Direct - Growth	23.886	8.07%	3,614 cr	0.84%	Low
ICICI Prudential Medium Term Bond Fund Direct Plan Growth	30.960	7.86%	5,901 cr	0.87%	Below Average
Axis Strategic Bond Fund Direct Plan Growth Option	19.458	7.71%	1,189 cr	0.39%	Average

Best Medium Duration Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
IDFC Bond Fund - Medium Term Plan - Direct Plan - Growth	34.101	11.33%	2,584 cr	0.76%	Below Average
SBI Magnum Medium Duration Fund Direct Growth	35.461	10.74%	1,753 cr	0.74%	Below Average
Indiabulls Income Fund Direct Growth	17.001	9.80%	22 cr	0.26%	Above Average
HDFC Medium Term Debt Direct Plan Growth Option	39.707	9.71%	1,094 cr	0.49%	Below Average
Sundaram Medium Term Bond - Direct Plan - Growth Option	56.594	9.19%	90 cr	1.27%	Average
Franklin India Income Opportunities Fund - Direct - Growth	23.886	8.07%	3,614 cr	0.84%	Low
Axis Strategic Bond Fund Direct Plan Growth Option	19.458	7.71%	1,189 cr	0.39%	Average

Other plans of Indiabulls Income Fund

Indiabulls Income Fund Direct Half Yearly Dividend Reinvestment

Medium Duration
Indiabulls Income Fund Direct Monthly Dividend Reinvestment

Medium Duration
Indiabulls Income Fund Direct Quarterly 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 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