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  2. Indiabulls Income Fund - Regular Plan - Growth Option

Indiabulls Income Fund - Regular Plan - Growth Option

Category: Income Funds
Launch Date: 04-03-2013
Asset Class: Fixed Interest
Benchmark: Crisil Composite Bond Index
Expense Ratio: 0.75% As on (30-04-2018)
Status: Open Ended Schemes(Debt Scheme - Medium Duration Fund) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 9.15 Cr As on (31-05-2018)
Turn over: -
NAV as on 19-06-2018

14.5244

0 (0.0269%)

CAGR Since Inception

7.28%

PERFORMANCE of Indiabulls Income Fund - Regular Plan - Growth Option

Scheme Performance (%)

Data as on - 19-06-2018

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
Income Funds - - - - - -

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

Period
Data as on - 19-06-2018
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 7.22 7.44 7.5 6.78 0.0
Franklin India Corporate Debt Fund - Growth 23-06-1997 5.38 8.21 7.73 8.03 8.68
Axis Strategic Bond Fund - Growth Option 28-03-2012 5.32 8.35 8.23 8.15 0.0
ICICI Prudential Advisor Series - Debt Management Fund - Growth 18-12-2003 4.98 7.78 9.15 8.56 7.7
JM Short Term Fund - Growth Option 04-04-2003 4.51 6.83 7.22 7.41 8.71
JM Short Term Fund - Regular Plan - Growth Option 24-06-2002 4.51 6.8 7.11 7.23 8.44
DSP BlackRock Bond Fund - Growth 29-04-1997 4.32 7.72 7.47 7.24 7.71
DHFL Pramerica Premier Bond Fund - Premium Plus Plan - Growth 09-02-2009 4.06 6.91 7.35 7.57 0.0
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option 06-09-2013 4.06 5.99 6.62 0.0 0.0
BNP Paribas Corporate Bond Fund Growth Option 08-11-2008 4.05 7.4 7.32 7.71 0.0

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

Asset Allocation (%)

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