Indiabulls Income Fund Direct

Scheme Type
Open-ended
Scheme Category
Medium Duration
Benchmark Type
Crisil Composite Bond Index
Scheme AUM (in Crs.)
₹ 20.49
Expense Ratio
0.28%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 3728
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
16.0106
(0.01 %)
NAV as on 2019-01-15
Returns
Fund
Indiabulls Income Fund Direct
1 Year
10.26%
3 Year
8.38%
5 Year
9.36%
AMC Details
amc launch date
Launch Date
24 Mar 2011
amc sponsor
Sponsor
NA
amc email
Email
amc phone
Phone
022 - 61891300
amc address
Address
11th Floor,Tower-1,Indiabulls Finance Centre,Elphinston Mills Compound,,Senapati Bapat Marg,Elphinston (W),, Mumbai -
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderate
Exit Load
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The primary investment objective of the Scheme is to generate a steady stream of income and medium to long term capital appreciation/gain through investment in fixed income securities such that the Macaulay duration of the portfolio is between 3 years - 4 years. Portfolio Macaulay duration under anticipated adverse situation is 1 year to 4 years. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Suitability
This product is suitable for investors who are seeking
• Regular income and/or capital appreciation over medium to long term.
• Through investment in fixed income securities.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,182
Portfolio Value
182
Total Returns