Indiabulls Gilt Fund Direct Growth-0.06%

3Groww
2.55%
1 Year Return
Debt
Gilt
3.0 star
6M
1Y
3Y
5Y

Fund Details

Indiabulls Gilt Fund Direct Growth

RiskModerately Low
Min SIP Amount₹500
Expense Ratio0.50%
NAV1634.73 (18 Dec 2018)
Fund Started09 Jan 2013
Fund Size1 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Indiabulls Gilt Fund Direct Growth
2.5%
8.1%
8.9%
NA
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 2.5% annual returns

    Comparison

    Data not available
    Pros
    1. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
    2. Age is less than 5 years
    3. Risk is higher compared to the benchmark
    4. 1Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Triparty RepoCurrent AssetsMoney Market53.2%
    Net Receivables/(Payable)Current AssetsNet Receivables/(Payables)46.8%
    See All

    Fund Managers

    addKaran Singh
    Education
    Mr. Singh is B.A (Honours) in Economics, PGDBF & CFA - Level 1
    Experience
    Prior to joining IndiaBulls Mutual Fund he has worked with Taurus Corporate Advisory Services Ltd., DIOS Capital, Invesco Asset Management Company Ltd., Fidelity Investments and ICRA Ltd.
    Funds Managed

    Other Details

    Indiabulls Gilt Fund Direct Growth is a Debt Mutual Fund Scheme launched by Indiabulls Mutual Fund. This scheme was introduced to investors on 09 Jan 2013. Malay Shah is the Current Fund Manager of Indiabulls Gilt Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹1 Cr and the Latest NAV as of 18 Dec 2018 is ₹1634.73.

    The Indiabulls Gilt Fund Direct Growth is rated Moderately Low risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. Nil.

    Investment Objective

    The scheme seeks to generate income and capital appreciation by investing predominantly in sovereign securities issued by Central Government (including Treasury Bills) and/or by State Government, without any restriction on the maturity of the portfolio. 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.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years Negligible Tax (20% with indexation benefit) post 3 years

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Nil
    Exit Load

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    About Indiabulls Mutual Fund

    Address
    11th Floor, Indiabulls Finance Centre Tower-1, Senapati Bapat Marg, Elphinstone (West) Mumbai - 400013.
    Phone
    022-61891300
    Launch Date
    23 Mar 2011
    Indiabulls Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Karvy
    Address
    NA
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