• MUTUAL FUNDS

Shuru Karein SIP Ki Ek Saral Aadat

Invest in Indiabulls Mutual Fund and
empower your savings
Equity Funds

Indiabulls Equity Hybrid Fund

A balanced solution for better financial results.

Indiabulls Equity Hybrid Fund

Type of Scheme

An open ended hybrid scheme investing predominantly in equity and equity related instruments

 

Investment Objective

The Scheme seeks to generate periodic return and long term capital appreciation from a judicious mix of equity and debt instruments. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

 

Benchmark Index : CRISIL Hybrid 35+65 - Aggressive Index

Exit Load : For exit within 12 months from the date of allotment

                    For 10% of investment – Nil

                    For remaining investments - 1.00%

                    For exit after 12 months from the date of allotment – Nil

 

Minimum Subscription/ Additional Purchase/ Redemption Amount

Rs. 500 and in multiples of Re. 1 thereafter

 

*Mutual funds are subject to market risk, read all scheme related documents carefully.

This product is suitable for investors who are seeking*

To generate periodic returns and long term capital appreciation from a judicious mix of equity and debt instruments.

Moderately High Risk

 

 

*Investors understand that their principal will be at Moderately high risk

 

Indiabulls
Blue Chip Fund

Open ended equity scheme invested in large cap stocks.

INDIABULLS BLUE CHIP FUND

 Type of Scheme 

Large Cap Fund – An open ended equity scheme predominantly investing in large cap stocks

 

Investment Objective 

The primary investment objective of the Scheme is to seek to provide long-term capital appreciation from a portfolio that is invested predominantly in equity and equity- related securities of blue-chip large-cap companies. However, there is no assurance that the investment objective of the scheme will be achieved

 

Minimum Subscription/ Additional Purchase/ Redemption Amount  : Rs. 500 and in multiples of Re. 1 thereafter

Exit Load  :

Redemption/ switch-out up to 12% of investment : Nil

Redemption/ switch-out of remaining investment : 1% if redeemed / switched out within 1 year from the date of allotment

If redeemed / switched-out after 1 year form the date of allotment: Nil

 

This product is suitable for investors who are seeking:-

High level of liquidity with commensurate returns over short term.

Through investment in money market & debt securities with maturity of upto 91days.

Low Risk 

 

 

*Investor should consult their financial advisor if in doubt whether the product is suitable for them 

Indiabulls Tax Savings Fund

Open ended equity linked savings scheme (ELSS).

INDIABULLS TAX SAVINGS FUND

Type of Scheme

ELSS- An open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit

 

Investment Objective 

The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related Securities. The scheme shall offer tax benefits under Section 80C of the Income Tax Act. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

 

Minimum Subscription/ Additional Purchase/ Redemption Amount  : Rs. 500 and in multiples of Re. 1 thereafter

Exit Load   : NIL

 

This product is suitable for investors who are seeking*

The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related Securities.

An ELSS Scheme offering tax benefits under Section 80C of the Income Tax Act

Moderately High Risk

 

*Investor should consult their financial advisor if in doubt whether the product is suitable for them

 

 

Debt Funds

Indiabulls Liquid Fund

Low risk portfolio of money market
and debt securities.

INDIABULLS LIQUID FUND

Type of Scheme

An Open ended Liquid Scheme

 

Investment Objective

To provide a high level of liquidity with returns commensurate with low risk through a portfolio of money market & debt securities with maturity of upto 91days. However, there can be no assurance that the investment objective of the Scheme will be achieved.

 

 

Benchmark Index : Crisil Liquid Fund Index

Exit Load  : Nil

Minimum Subscription/ Additional Purchase/ Redemption Amount : 

Rs. 500 and in multiples of Re. 1 thereafter

 

 

*Mutual funds are subject to market risk, read all scheme related documents carefully.

This product is suitable for investors who are seeking:-

High level of liquidity with commensurate returns over short term.

Through investment in money market & debt securities with maturity of upto 91days.

Low Risk

 

Riskometer

 

*Investor should consult their financial advisor if in doubt whether the product is suitable for them

Indiabulls Savings Income Fund

Conservative hybrid fund.

INDIABULLS SAVINGS INCOME FUND

Type of Scheme

Conservative Hybrid Fund- An open ended hybrid scheme investing predominantly in debt instruments.

 

Investment Objective  

The primary objective of the Scheme is to generate regular monthly returns through investment primarily in debt securities. The secondary objective of the Scheme is to generate long-term capital appreciation by investing a portion of the Scheme's assets in equity securities. However, there can be no assurance that the investment objective of the scheme will be achieved.

 

Minimum Subscription/ Additional Purchase/ Redemption Amount: Rs. 500 and in multiples of Re. 1 thereafter

Exit Load :

    a.) Redemption/ switch-out up to 12% of investment : Nil

    b.) Redemption/ switch-out of remaining investment : 1% if

redeemed / switched out within 1 year from the date of allotment

    c.) If redeemed / switched-out after 1 year form the date of allotment: Nil

 

This product is suitable for investors who are seeking*

Capital appreciation and provide regular income over a long period of time

Moderate Risk

  

*Investor should consult their financial advisor if in doubt whether the product is suitable for them

Indiabulls Savings
Fund

An open ended debt scheme investing in
money market instruments.

Indiabulls Savings Fund

Type of Scheme 

An open ended debt scheme investing in money market instruments

 

Investment Objective  

A money market scheme that seeks to provide reasonable returns, commensurate with moderately low risk while providing a high level of liquidity. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved

 

Minimum Subscription/ Additional Purchase/ Redemption Amount: Rs. 500 and in multiples of Re. 1 thereafter

Exit Load : Nil

 

This product is suitable for investors who are seeking*

Short Term Savings

Moderately Low Risk

 

*Investor should consult their financial advisor if in doubt whether the product is suitable for them

 

Alternate Investment Funds

Indiabulls Alternate Investment Fund

Consistent risk-adjusted returns by making strategic investments in secured instruments.
About Mutual Funds

 

At Indiabulls Asset Management, the creation of wealth for our customers is of paramount importance. We are committed to creating value by achieving a fine balance between safety, liquidity and return in the most transparent process.

Our funds are broadly divided as:

  • Mutual Funds: A SEBI registered Mutual Fund of India, offers a wide range of debt and equity for customers to choose from
  • Alternate Investment Funds: A close ended Category II (AIF) fund, targeting strategic investments in good quality assets across tier I cities

 

Get Saral app on your smartphone

Available On

OR

Start your mutual fund SIP journey now

 

Saral Partner

Sub Communication: Source Indiabulls Mutual Fund customers and earn extra income