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  2. Indiabulls Income Fund - Regular Plan - Growth Option

Indiabulls Income Fund - Regular Plan - Growth Option

Category: Debt: Medium Duration
Launch Date: 04-03-2013
Asset Class: Fixed Interest
Benchmark: Crisil Composite Bond Fund Index
Expense Ratio: 0.78% As on (31-07-2018)
Status: Open Ended Schemes(Debt Scheme - Medium Duration Fund) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 20.84 Cr As on (31-08-2018)
Turn over: -
NAV as on 21-09-2018

14.682

0 (0.0068%)

CAGR Since Inception

7.14%

PERFORMANCE of Indiabulls Income Fund - Regular Plan - Growth Option

Scheme Performance (%)

Data as on - 21-09-2018

Yearly Performance (%)

Fund Managers

Mr. Malay Shah, Mr. Kunal M Jain

Mr. Shah is a B.Com and MMS. Prior to this, he has worked as Head- Fixed Income with Peerless Funds Management Co. Ltd.and as Senior Dealer - Fixed Income Group with Derivium Capital..

Investment Objective

The scheme aims to generate income by investing in fixed income securities.

RETURNS CALCULATOR for Indiabulls Income Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Indiabulls Income Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Indiabulls Income Fund - Regular Plan - Growth Option 2.71 1.99 -1.8 0.98 9.94 2.52
Debt: Medium Duration - - - - - -

PEER COMPARISION of Indiabulls Income Fund - Regular Plan - Growth Option

Period
Data as on - 21-09-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Indiabulls Income Fund - Regular Plan - Growth Option 04-03-2013 6.85 6.36 7.26 8.24 0.0
Franklin India Income Opportunities Fund - Growth 11-12-2009 5.87 7.91 8.1 9.14 0.0
Axis Strategic Bond Fund - Growth Option 28-03-2012 4.79 6.87 8.01 9.26 0.0
Kotak Medium Term Fund - Growth 21-03-2014 4.19 6.08 7.8 0.0 0.0
UTI Medium Term Fund - Regular Plan - Growth Option 30-03-2015 4.17 6.44 7.79 0.0 0.0
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan 25-03-2009 3.94 6.22 7.75 9.09 0.0
HDF Medium Term Debt Plan-Growth OPption 06-02-2002 3.94 5.73 7.25 8.3 8.43
SBI MAGNUM MEDIUM DURATION FUND - REGULAR PLAN - GROWTH 12-11-2003 3.83 7.27 8.51 9.92 8.34
ICICI Prudential Medium Term Bond Fund - Growth 15-09-2004 3.69 6.04 7.32 8.63 7.83
ICICI Prudential Medium Term Bond Fund-Plan B-Growth 15-09-2004 3.63 5.97 7.32 8.58 7.99

PORTFOLIO ANALYSIS of Indiabulls Income Fund - Regular Plan - Growth Option

Asset Allocation (%)

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