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Indiabulls Income Fund

Type of Scheme: An open ended debt Scheme

Investment Objective: The primary investment objective of the Scheme is to generate a steady stream of income and/or medium to long term capital appreciation/gain through investment in fixed income securities. However, there can be no assurance that the investment objective of the scheme will be achieved.
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
Moderate Risk
RISKOMETER
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Investors understand that their principal will be at moderate risk

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Asset Allocation

Instruments Normal Allocation (% of Net Assets) Risk Profile
  Minimum Maximum Low/ Med/High
Debt instruments and securitized debt* including Repos in Corporate Debt Securities 65% 100% Low to Medium
Money Market Instruments 0% 35% Low to Medium

 

*securitized debt cumulative allocation not to exceed 50% of the net assets of the Scheme (No investment in foreign securitized debt). Investment in Securitized Debt will be only in investment grade papers.

• The Fund shall be managed according to the Investment Objective - To generate a steady stream of income and or medium to long term capital appreciation/gain through investment in fixed income securities.
• The Scheme proposes to invest only in a diversified set of fixed income securities and money market instruments with the aim of generating steady returns with a low-risk strategy.
• The Fund Manager will endeavor to maintain a balance between safety, liquidity and profitability aspects of various investments.
• The fund manager will try to achieve an optimal risk return balance for management of the fixed income portfolios.
• The actual percentage of investment in various fixed income securities will be decided after considering the prevailing political conditions, the economic environment (including interest rates and inflation), the performance of the corporate sector and general liquidity as well as other considerations in the economy and markets.

  • Type of Scheme :
    An open ended debt Scheme
  • Load Structure :
    Entry Load: Not Applicable
    Exit Load: Nil
  • Minimum Application :
    Purchase Rs. 500 and in multiple
    of Re.1 /- thereafter
  • Amount :
    Additional Purchase Rs. 500 and
    in multiples of Re. 1 /- thereafter
  • Benchmark Index :
    CRISIL Composite Bond Fund Index
  • SIP/STP/SWP :
    Systematic Investment Plan (SIP)/
    Systematic Transfer Plan (STP)/
    Systematic Withdrawal Plan (SWP)
    facilities are available

 

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Mr. Malay Shah (Head – Fixed Income)

malay.s@indiabulls.com

He has around 14 years of experience in the field of finance. He has exposure to Debt – Dealing and Fund Management. Prior to joining Indiabulls Asset Management Company Limited, he was working in the capacity of Head – Fixed Income with Peerless Funds Management Co. Ltd, managing all the debt schemes namely Liquid, Ultra Short Term, Short Term, Income Plan, Child Plan, Dynamic Bond and FMPs.

 

AAAmfs by CARE**

Click here to download KIM cum Application Form.

Please read the Scheme Information Document (SID)and Statement Of Additional Information (SAI) before investing.

 

 

 

**Disclaimer: CARE’s fund credit quality rating is not a recommendation to purchase, sell or hold a security / fund. It neither comments on the current market price, suitability for a particular investor nor on the prospective performance of the fund with respect to appreciation, volatility of net asset value (NAV), or yield of the fund. The ratings do not address the funds ability to meet the payment obligations to the investors. The ratings are based on current information furnished to CARE by the issuer or obtained by CARE from sources it considers reliable. CARE does not, however, guarantee the accuracy, adequacy or completeness of any information and is not responsible for any errors or omissions or for the results obtained from the use of such information. CARE does not perform an audit in connection with any rating and may, on occasion, rely on unaudited information. The ratings may be changed, suspended or withdrawn as a result of changes in, or unavailability of, such information, or based on other circumstances. Funds rated by CARE have paid a rating fee.