Indiabulls Liquid Fund Growth
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|Risk||Low to Moderate Risk|
|Exit Load||0.007% for 1 Days|
More about this fund
|91 DTB 16092021||15.78%|
|91 DTB 14102021||15.74%|
|Reliance Industries Limited||6.31%|
|Export-Import Bank Of India||6.31%|
|91 DTB 28102021||6.29%|
|SBI Cards And Payment Services Limited||6.29%|
|Hdfc Bank Limited||3.32%|
About Indiabulls Liquid Fund
The Scheme is an open-ended liquid scheme and provides high level of liquidity with returns commensurate with low risk through a portfolio of money market instruments with maturity of up to 91 days.
Pros & Cons of Indiabulls Liquid Fund
Indiabulls Liquid Fund offers following features: 1. The Scheme in the liquid fund category has consistently beaten its benchmark and category average over multiple trailing horizon generating 6.85% and 7.85% in 1 year and 3 year horizon, respectively. 2. In terms of the creditworthiness of the portfolio, 80% is invested in corporate bonds with A1+ short-term rating while the rest is invested in government securities with sovereign rating. This helps the scheme generate very low risk (standard deviation of 0.25% against the category average of 0.38%). 3. The Scheme is rated “AAAmfs” by CRISIL.
Fund Information and Statistics of Indiabulls Liquid Fund
i) Inception / Launch date
The Scheme was launched by Indiabulls Mutual Fund house on 25 October 2011 and benchmarked against Crisil Liquid Fund Index.
ii) Risk level
As the scheme investments in cash equivalents (maturity up to 91 days), it is low risk proposition and suitable for investors looking for high level of liquidity through low risk.
The Scheme is open for repurchase/redemptions on all business days by fund house. Under normal circumstances, redemption proceeds are despatched within 10 business days from the date of redemption receipt.
iv) Fund Manager
The Scheme is managed by Mr. Malay Shah who has an overall experience of 14 years in the field of finance.
v) Entry / Exit load
No entry or exit load is charged by the fund house on subscriptions or redemptions, respectively.
Tax benefits of investing in Indiabulls Liquid Fund
Long term capital gains are taxed at the rate of 20% after indexation (if held for 36 months or more). Short term gains are added to income and subject to short term capital gain tax as per income tax slab under the Act.
About Indiabulls Mutual Fund
Indiabulls Mutual Fund is a SEBI registered Mutual Fund of India. The fund house has been established as a Trust with Indiabulls Housing Finance Limited as its Sponsor and Indiabulls Trustee Company Ltd as its Trustee. While maximizing unit holders’ wealth by a judicious use of risk-reward paradigm, the fund house strive to enjoy the complete trust and confidence of investors and emerge as a “fund house of choice.”
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All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,
- High Risk = High possible returns
- Low Risk = Stable, relatively lower returns