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Indiabulls Dynamic Bond Fund

Type of Scheme: An Open-Ended dynamic debt scheme investing across duration

Investment Objective: "To generate reasonable returns commensurate with the risk taken by active duration management of the portfolio. The Scheme would be investing in debt instruments including but not limited to bonds, debentures, government securities and money market instruments over various maturity periods. However, there can be no assurance that the investment objective of the scheme will be achieved. The Scheme(s) does not assure or guarantee any returns."
This product is suitable for investors who are seeking*
Dynamic debt scheme investing across duration
Income over medium to long term
Investment in debt instruments including but not limited to bonds, debentures, government securities and money market instruments over various maturity periods
Low to Moderate Risk
RISKOMETER

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

Asset Allocation

Instruments Indicative allocation (% of net assets) Risk Profile
  Minimum Maximum (Low/Medium/high)
Debt instruments * 0% 100% Low to Medium
Money Market Instruments 0% 100% Low to Medium

 

*securitized debt cumulative allocation not to exceed 25% of the net assets of the Scheme (excluding foreign securitized debt).

The Fund Manager would seek to enhance returns by trading on the shape of the yield curve in the short to medium time frame and also on the differentiated premia offered by the market to different issuers of debt. For example the spread between a similar maturity instrument issued by a bank, a NBFC and a manufacturing concern can vary from 100 bps to 500 bps. But it has to be understood that there would be a trade off in terms of their respective liquidity. As the Funds objective to maximize returns without compromising on safety and liquidity, the portfolio would be constructed with a judicious mix of instruments issued by the universe of eligible issuers across the spectrum. Portfolio maturity is determined after analyzing the macroeconomic environment including future course of system liquidity, interest rates and inflation along with other considerations in the economy and markets.

 

  • Nature of the Scheme :
    An Open-Ended dynamic debt scheme investing across duration
  • Inception Date :
    6th December, 2018 
  • Benchmark Index :
    CRISIL Composite Bond Fund index
  • Load Structure :
    Entry : Not Applicable,
    Exit Load: Nil
  • Options :
    Growth & Dividend
  • Minimum Application Amount :
    Rs. 500 and in multiples of Re. 1 thereafter
    Rs. 500 and in multiples of Re. 1 thereafter (For Systematic Investment Plan (SIP)
  • Minimum Amount for Redemption/Switch out :
    Minimum of Rs. 500 or account balance, whichever is lower and in multiples of Re. 1 thereafter.

 

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Indiabulls Asset Management Company Limited (CIN-- U65991HR2008PLC095063)
Corporate Office- 19th Floor, Tower 1, One International Centre (erstwhile known as Indiabulls Finance Centre), Prabhadevi (West), Mumbai 400 013, T +91 22 6189 1328 F +91 6189 1320
Regd. Off .- Plot No. 422, Udyog Vihar, Phase-IV, Gurugram, Haryana - 122 016, Tel: (0124) - 6681199, Fax: (0124)-6681111

* IMPORTANT ANNOUNCEMENT *
*LINK YOUR AADHAAR WITH PAN BY MARCH 31, 2023 WITH FEE*

Dear Investors,

In order to mitigate the inconvenience to the taxpayers, as per Notification No.17/2022 dated March 29, 2022, a window of opportunity has been provided to the taxpayers up to March 31, 2023 to intimate their Aadhaar to the prescribed Authority for Aadhaar-PAN linking without facing repercussions.

Provided that, the taxpayers will be required to pay the following fee(s):
● Rs.500 up to three months from April 1, 2022;
● Rs.1000 post June 30, 2022.

However, till March 31, 2023 the PAN of the assessees who have not intimated their Aadhaar, will continue to be functional for the procedures under the Act, like furnishing of return of income, processing of refunds etc. After March 31, 2023, the PAN of taxpayers who fail to intimate their Aadhaar, as required, shall become inoperative and all the consequences under the Act for not furnishing, intimating or quoting the PAN shall apply to such taxpayers


Ways to link your Aadhaar with PAN:

● To link your Aadhaar with PAN you may visit the website: www.incometax.gov.in and click on “Link Aadhaar” under the “Quick Links” Tab. or
● You may Click here to directly access the page.

To check the status of linking of your Aadhaar with PAN please, Click here