Indiabulls Mutual Fund

Indiabulls Asset Management Company Ltd. is a Mumbai-based investment management company. It offers a range of investment products and services, including mutual funds, portfolio management services, and other financial products. The company is sponsored by Indiabulls Housing Finance Ltd., one of India’s leading housing finance companies, which has served over 9 lakh customers so far.

Indiabulls Asset Management is committed to creating value for its investors. strive to balance safety, liquidity, and return ethically and transparently. They hope to earn the confidence and trust of their investors and become their “fund house of choice.”

Ranked amongst the nation’s leading private financial services, Indiabulls Financial Services has strong domain capability in consumer finance, asset management, and advisory services.

With Indiabulls Mutual Funds, investors can either invest in short-term equity funds or in debt funds. An investor can easily invest in Indiabulls Mutual funds via online, branch visit, form submission, or the AMC can send their advisor to your premises.

Best Indiabulls Mutual Funds

Fund Name
Category
Rating
Fund Size (in Cr)
1Y Returns
3Y Returns
5Y Returns
Indiabulls Value Fund Equity 2 10 6.8 17.9 7.5
Indiabulls Tax Savings Fund Equity 2 41 7.6 14.6 -
Indiabulls Equity Hybrid Fund Hybrid 2 33 8.1 14.4 -
Indiabulls Bluechip Fund Equity 2 99 8.9 13.1 10.9
Indiabulls Short Term Fund Debt 1 24 3.1 5.0 5.8
Indiabulls Dynamic Bond Fund Debt 3 25 3.0 5.0 -
Indiabulls Liquid Fund Debt 1 247 4.4 3.9 5.1
Indiabulls Overnight Fund Debt 1 116 4.3 3.6 -
Indiabulls Arbitrage Fund Hybrid 2 13 3.0 3.2 4.5

Indiabulls AMC Ltd Key Information

Mutual Fund Indiabulls Mutual Fund
Sponsor Indiabulls Housing Finance Limited
Trustee Indiabulls Trustee Company Ltd.
Incorporation Date Apr-10-2008
Setup Date Mar-24-2011
CEO Mr. Amber Maheshwari
Compliance Officer Mr. Uday Diwale
Principal Officer Mr. Abhishek Garg
Investor Relations Officer Mr. Vaibhav Sadanand Patil
Internal Auditor M.P. Chitale & Co.
Address 11th Floor, Tower-1, Indiabulls Finance Centre, S B Marg,Elphinstone (W), Mumbai -400013
Email customercare@indiabullsamc.com

Indiabulls Mutual Fund Managers

Veekesh Gandhi

Mr. Veekesh Gandhi is an alumnus of the University of Hartford and has more than nineteen years of experience in the financial sector. He is currently deployed as Equity Co-fund manager at Indiabulls Mutual Funds. He co-manages valuable assets such as blue-chip fund, tax-saving fund, and arbitrage fund alongside Mr. Sumit Bhatnagar, the existing fund manager at Indiabulls Mutual Funds.

Mr. Gandhi’s career started as an Equity Research Analyst at Motilal Oswal Securities. Thereafter, he held a research analyst position in Merrill Lynch, and later became the vice president of the Equity Research Department for the same AMC. His tenure at Merrill Lynch lasted for 11 years and 5 months. In September 2018, Mr. Gandhi joined Indiabulls AMC and now handles assets of Rs. 243.92 crores.

Malay Shah

Mr. Malay Shah has been working with Indiabulls Mutual Funds since August 2014 as head of Fixed income. Mr. Shah possesses a B.Com and an MMS (Finance). His career began in 2002 in Parag Parikh Financial Advisory Services Ltd., where he was appointed as a dealer (Fixed Income). Then, he joined Derivium Capital & Securities Pvt. Ltd. for the same position and managed the assets for five years.

In 2009, he joined Peerless Mutual Fund as the head (Fixed Income) and worked there for another five years. In 2014, Mr. Shah joined Indiabulls Mutual Fund and handled various funds such as Indiabulls Ultra Short Term Fund, Indiabulls Gilt Fund, Indiabulls Liquid Fund, and managing assets of Rs. 83.17 crores.

Saurabh Sharma

Mr. Saurabh Sharma is a Bachelor of Commerce degree holder and a graduate from Sri Venkateswara College. He holds specialization in risk, securitization, and audit. His career began at D.R. Mehta & Associates in 2007, and he joined Indiabulls in 2011. As of now, he oversees liquid funds and working as acting Assistant Manager at Indiabulls Mutual Funds. He is handling assets of Rs. 3355.17 crore.

Karan Singh

Mr. Karan Singh graduated from DU (Delhi University) in 1996 with a Bachelor’s Degree in Economics. Since 2018, he has been working with Indiabulls Asset Management as Head of Fixed Income. His 15-year experience in the financial sector is a crucial factor in his management of assets worth Rs. 618 crores.

Ashok Brijmohan Kacker

Mr. Ashok Kacker, Chairman of Indiabulls MF, possesses over 30 years of valuable experience in association with the Indian Government. Mr. Kacker completed his post-graduation from the University of Allahabad and was a topper of the MSc. Physics batch in 1972. He then worked as the Chief Commissioner of Income Tax and later as an Indian Revenue Service officer. Mr. Kacker also has experience working with SEBI as Executive Director.

How to Invest in Indiabulls Mutual Fund?

You can invest in any Indiabulls Mutual Fund or another mutual fund scheme via 5paisa App & Website. To do so, you will require an All-in-one account with 5paisa. If you do not have one, you can easily open an all-in-one account on the platform by following a few simple steps. The entire process will be done online, from application and KYC to confirmation, making it extremely simple and hassle-free. Once activated, you can quickly start investing in mutual funds, stocks, or other investment options on the platform.

To start investing in Indiabulls Mutual Funds on 5paids, follow the steps below:

Step 1 – Login to your 5paisa account by inputting your login details. In case you have forgotten your password or other detail, you can recover these using the steps mentioned on the platform.

Step 2 – Once logged in to your account, you can search for the preferred Indiabulls Mutual fund scheme. Alternatively, you can view All Mutual Funds and choose Indiabulls AMC from the filter.

Step 3 – Select the mutual fund that best matches your requirement.

Step 4 – If you wish to invest a lumpsum amount, click on the “One-Time” option on the platform. Alternatively, you can start a monthly SIP for the Indiabulls Mutual Fund of your choice by clicking on “Start SIP.” Once this transaction is completed, your selected amount will be automatically deducted every month starting from the next month.

Step 5 – Once you have made the payment, you will see the investment status in your order book.

And you are done! Your Indiabulls Mutual Fund Investment with 5paisa is complete, and you can enjoy the returns!

Top Indiabulls Mutual Funds to Invest

Indiabulls Dynamic Bond Fund

  • Category: Debt Fund
  • Risk: Low to Moderate
  • Suitable Investment Horizon: Medium to Long Term
  • Benchmark: CRISIL Composite Bond Fund Index
  • Launch Date: 06th December 2018 
  • Options: Growth & Dividend
  • Expense Ratio: 0.74% (As on 30-Jun-2022)
  • AUM: INR 24 Crores (As on 31-Jul-2022)
  • Exit Load: NIL
  • Minimum Investment: INR 500 and in multiples of INR 1 thereafter
  • Fund Manager: Mr Karan Singh

Indiabulls Dynamic Bond Fund is an open-ended debt scheme that invests across duration and segments. It primarily invests in debt schemes, including bonds, debentures, government securities, and money market instruments.

Although the scheme invests in relatively safer options, there is no assurance of any guaranteed returns, so the fund’s risk rating is low to moderate. This mutual fund is ideal for those wanting to generate income over the medium to long term and looking for a safer option to park their funds

Min Investment Amt ₹500
AUM ₹25 Cr
1Y Returns 3.0%

Indiabulls Equity Hybrid Fund

  • Category: Equity Fund
  • Risk: Very High
  • Suitable Investment Horizon: Long Term
  • Benchmark: CRISIL Hybrid 35+65 Aggressive Index
  • Launch Date: 13th December 2018 
  • Options: Growth & Dividend
  • Expense Ratio: 0.61%(As on 30-Jun-2022)
  • AUM: INR 32 Cr (As on 31-Jul-2022)
  • Exit Load: 1% if redeemed/ switched out within 7 Days from the date of allotment,
    Nil – if redeemed/ switched out after 7 Days from the date of allotment
  • Minimum Investment: INR 500 and in multiples of INR 1 thereafter
  • Fund Manager: Mr Sumit Bhatnagar & Mr Karan Singh

Indiabulls Equity Hybrid Fund is an open-ended scheme that invests primarily in equity and equity-linked instruments. Since the fund’s objective is to generate long-term capital appreciation, the portfolio is focused on high aggressive growth.

This makes it highly volatile to market conditions and does not guarantee any returns, making it a very high-risk investment option. The fund is ideal for those who want to gain long-term gains and are okay to stay invested for a longer horizon without worrying about market fluctuations.

Min Investment Amt ₹500
AUM ₹33 Cr
1Y Returns 8.1%

Indiabulls Value Fund

  • Category: Equity Fund
  • Risk: Very High
  • Suitable Investment Horizon: Long Term
  • Benchmark: Nifty 500 Value 50 TRI
  • Launch Date: 08th September 2015
  • Options: Growth Option & Dividend Option
  • Expense Ratio: 0.50%(As on 30-Jun-2022)
  • AUM: INR 11 Crores (As on 31-Jul-2022)
  • Exit Load: 1% if redeemed/switched out within 1 year from the date of allotment; NIL if redeemed/switched out after 1 year from the date of allotment.
  • Minimum Investment: INR 500 and in multiples of INR 1 thereafter
  • Fund Manager: Mr Sumit Bhatnagar & Mr Karan Singh

Indiabulls Value Fund, as the name suggests, is an equity scheme that seeks to provide its investors with a combination of dividend income and capital appreciation by investing primarily in a well-diversified portfolio of value stocks that are companies that fall within the top 500 by market capitalization.

The portfolio is diversified in a mix of equity-linked instruments and debt instruments. However, it is still at very high risk due to no guaranteed returns and vulnerability to market fluctuations

Min Investment Amt ₹500
AUM ₹10 Cr
1Y Returns 6.8%

Indiabulls Tax Savings Fund

  • Category: Equity Fund
  • Risk: Very High
  • Suitable Investment Horizon: Long Term
  • Benchmark: S&P BSE 500 TRI
  • Launch Date: 28th December 2017
  • Options: Growth & Dividend
  • Expense Ratio: 0.50%(As on 30-Jun-2022)
  • AUM:  INR 42 Cr (As on 31-Jul-2022)
  • Exit Load: NIL (but includes a statutory lock-in of 3 years)
  • Minimum Investment: INR 500 and in multiples of INR 1 thereafter
  • Fund Manager: Mr Sumit Bhatnagar & Mr Karan Singh

Indiabulls Tax Saving Fund is an ELSS mutual fund that allows investors to generate long-term capital gains and get tax benefits under Section 80C of the Income Tax Act.

The scheme primarily invests in equity-linked securities and does not assure any guaranteed returns, which is why it has a very high-risk rating. This mutual fund is perfect for those wanting to get tax deductions and invest in a long-term investment option.

Min Investment Amt ₹500
AUM ₹41 Cr
1Y Returns 7.6%

Indiabulls Short Term Fund

  • Category: Debt Fund
  • Risk: Low To Moderate
  • Suitable Investment Horizon: Short Term
  • Benchmark: CRISIL Short Term Bond Fund Index
  • Launch Date: 13th September 2013
  • Options: Growth, Dividend (Pay-out & Re-investment)
  • Expense Ratio: 0.13% (As on 30-Jun-2022)
  • AUM: INR 24 Crores (As on 31-Jul-2022)
  • Exit Load: NIL
  • Minimum Investment: INR 500 and in multiples of INR 1 thereafter
  • Fund Manager: Mr Karan Singh

Indiabulls Short Term Fund is a debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 1 year to 3 years. This makes it an excellent option for short-term investment while maintaining liquidity and has a low to moderate risk rating.

Despite being safe and investing primarily in debt and money market instruments, the scheme still does not promise any guaranteed returns, so investments must be allocated their funds accordingly.

Min Investment Amt ₹500
AUM ₹24 Cr
1Y Returns 3.1%

Indiabulls Liquid Fund

  • Category: Debt Fund
  • Risk: Low to Moderate
  • Suitable Investment Horizon: Short Term
  • Benchmark: CRISIL Liquid Fund BI Index
  • Launch Date: 01st January 2013
  • Options: Growth & Dividend
  • Expense Ratio: 0.12%(As on 30-Jun-2022)
  • AUM: INR 263 Cr(As on 31-Jul-2022)
  • Exit Load: 
    Investors exit upon subscription Exit load as a% of redemption proceeds
    Day 1 0.0070%
    Day 2 0.0065%
    Day 3 0.0060%
    Day 4 0.0055%
    Day 5 0.0050%
    Day 6 0.0045%
    Day 7 Onwards 0.0000%
  • Minimum Investment: INR 500 and in multiples of INR 1 thereafter
  • Fund Manager: Mr Karan Singh

Indiabulls Liquid Fund is a scheme that invests in enabling commensurate returns over the short term and is ideal for investment in the money market and debt securities with a maturity of 91 days. The scheme has a low to moderate risk but does not give any assurance for guaranteed returns.

Min Investment Amt ₹500
AUM ₹247 Cr
1Y Returns 4.4%

Indiabulls Arbitrage Fund

  • Category: Equity Fund
  • Risk: Low
  • Suitable Investment Horizon: Short to Medium term
  • Benchmark: Crisil Liquid Fund Index
  • Launch Date: 19th December 2014
  • Options: Growth Option & Dividend Option
  • Expense Ratio: 0.42%(As on 30-Jun-2022)
  • AUM: INR 13 Crores (As on 31-Jul-2022)
  • Exit Load: 0.25% if redeemed/ switched out within one month from the date of allotment. NIL – if redeemed/ switched out after one month from the date of allotment.
  • Minimum Investment: INR 500 and in multiples of INR 1 thereafter
  • Fund Manager: Mr Sumit Bhatnagar & Mr Karan Singh

Indiabulls Arbitrage Fund is an open-ended scheme that invests in arbitrage opportunities which are the cash and derivatives segments of the equity markets and within the derivatives segment.

There is no assurance or guarantee of returns, but the scheme has a low-risk rating due to its focus on arbitrage opportunities. This makes it an excellent option for investing in the short or medium term.

Min Investment Amt ₹500
AUM ₹13 Cr
1Y Returns 3.0%

Indiabulls Bluechip Fund

  • Category: Equity Fund
  • Risk: Very High
  • Suitable Investment Horizon: Long Term 
  • Benchmark: NIFTY100 – TRI
  • Launch Date: 01st January 2013
  • Options: Growth Option & Dividend Option
  • Expense Ratio: 1.03%(As on 30-Jun-2022)
  • AUM: INR 96 Cr(As on 31-Jul-2022)
  • Exit Load: 1% if redeemed/ switched out within 7 Days from the date of allotment,
    Nil – if redeemed/ switched out after 7 Days from the date of allotment
  • Minimum Investment: INR 500 and in multiples of INR 1 thereafter
  • Fund Manager: Mr Sumit Bhatnagar

Indiabulls Blue Chip Fund is an open-ended equity scheme that invests mainly in large-cap stocks. This scheme aims to generate long-term capital appreciation for its investors.

So the focus is on equity shares of blue-chip large-cap companies, which have a sizeable market share and are relatively stable. Despite the investment in blue-chip companies, the fund is volatile to market conditions and has a very high-risk rating since it cannot guarantee any returns.

Min Investment Amt ₹500
AUM ₹99 Cr
1Y Returns 8.9%

Indiabulls Overnight Fund

  • Category: Debt Fund
  • Risk: Low 
  • Suitable Investment Horizon: Short Term
  • Benchmark: CRISIL Overnight Index
  • Launch Date: 08th July 2019
  • Options: Growth, Dividend (Pay-out & Re-investment)
  • Expense Ratio: 0.10%(As on 30-Jun-2022)
  • AUM: INR 114 Cr(As on 31-Jul-2022)
  • Exit Load: NIL
  • Minimum Investment: INR 500 and in multiples of INR 1 thereafter
  • Fund Manager: Mr Karan Singh

Indiabulls Overnight Fund is an open-ended debt scheme that invests in overnight securities to generate reasonable returns with low risk and a high level of liquidity. This makes it an ideal option for short-term savings and low-risk investment options.

Min Investment Amt ₹500
AUM ₹116 Cr
1Y Returns 4.3%

Frequently Asked Questions

There are primarily two types of Indiabulls Mutual Funds, the Indiabulls Debt Mutual Funds and the Indiabulls Equity Mutual Funds. Under these, you’ll find several additional options. Such as, for the Indiabulls Equity Mutual Fund, you can find many options like Indiabulls Blue Chip Fund, Indiabulls Arbitrage Fund, Indiabulls Value Fund, Indiabulls Equity Hybrid Fund, Indiabulls NIFTY50 Exchange Traded Fund, and Indiabulls Tax Saving Fund.

Indiabulls Mutual Funds offer a diverse range of products based on the investor’s risk appetite, investment horizon, and goal. For example, for investors looking for long-term investment options and who can handle some risk, Equity-linked options are a great option. Meanwhile, debt funds are the perfect option for investors who want a moderate to low-risk option that is ideal for the short term.

You can start investing in an Indiabulls mutual fund SIP from an amount as small as INR 500, while you can also invest in a lumpsum starting at INR 1000.

Yes, you can quickly increase the SIP amount at any time. To do so, go to the SIP section and select the Indiabulls Mutual Fund SIP that you want to increase/revise the amount for. Once you have set the Indiabulls Mutual Fund SIP of your choice, choose the EDIT SIP option and update the amount, frequency, and instalment date per your preference.

With 5Paisa, you can easily invest in Indiabulls Mutual Fund and other investment options at the ZERO commission. Be it shares, mutual funds, or other investment options. You can do it all on the 5paisa platform and get benefits like professional management, SIP option, and flexibility to choose from a broader range of products.

You don’t necessarily have to open a DEMAT account to buy Indiabulls Mutual Funds or invest in any mutual funds. You can download the 5Paisa App and start investing in the mutual fund of your choice just by completing your KYC. The DEMAT is required only if you also want to invest in stocks, which can be quickly done on the 5Paisa platform.

Yes. Investing in Indiabulls Tax Saving Fund can help you get deductions and exemptions under Section 80C of the Income Tax Act, 1961. This is because this is an ELSS or equity-linked fund that invests in a diverse portfolio while allowing you to get up to INR 1.5 lakh tax deductions annually. 

You can redeem your Indiabulls Mutual Fund investment online or offline by visiting the nearest fund house and submitting the redemption form. For online investors, you can either log in to your Indiabulls Mutual Fund account or go to the 5paisa portal and redeem your investments. 

You can stop your monthly SIP at any time. To do so, go to the Indiabulls mutual fund on your 5paisa app, and select the SIP option. Here, click on the Cancel SIP button, and the SIP will be stopped from that month. Note that if the instalment date for the month has already lapsed, the SIP amount will already be deducted from your account.

Since each investor has diverse investment goals and risk appetite, there is no standard answer to this question. If you want to start investing in an Indiabulls Mutual Fund, you can start investing in a mutual fund from an amount as low as INR 500 every month. To help you calculate the right amount, choose your financial goal, investment horizon, and SIP amount you wish to invest in. Depending on the goal and the investment horizon, you can increase or decrease the amount as you progress. 

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