Indiabulls Liquid Fund Growth - Regular - Latest NAV [ ₹2017.308 ], Returns, Performance, Portfolio & Returns 2021

Indiabulls Liquid Fund Growth

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Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years5.74%
3 Years4.91%
1 Year3.11%
6 Months1.47%
Fund Details
RiskLow to Moderate Risk
Fund TypeLiquid
Exit Load0.007% for 1 Days

More about this fundstar

Top HoldingsWeightage
91 DTB 1609202115.78%
91 DTB 1410202115.74%
Reliance Industries Limited6.31%
Export-Import Bank Of India6.31%
91 DTB 281020216.29%
SBI Cards And Payment Services Limited6.29%
Net Receivable/Payable4.58%
Hdfc Bank Limited3.32%
REC Limited3.18%

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.

iii) Redemption

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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Frequently Asked Questions

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Currently this fund is not available on ClearTax Invest. We request you to checkout other Related funds
Low to Moderate Risk

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