Indiabulls Liquid Funds  - IndiabullsAMC

Indiabulls Overnight Fund

Type of Scheme: An open ended debt scheme investing in overnight securities

Investment Objective: The Scheme aims to provide reasonable returns commensurate with low risk and providing a high level of liquidity, through investments made primarily in overnight securities having maturity of 1 business day.

This product is suitable for investors who are seeking*
Short Term savings
An overnight fund that aims to provide reasonable returns commensurate with low risk and providing a high level of liquidity
Low Risk
RISKOMETER
Indiabulls overnight Funds Riskometer - IndiabullsAMC
Investors understand that their principal will be at low risk.

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

Asset Allocation

Instruments Indicative allocation (% of total assets) Risk Profile
Minimum Maximum
Overnight securities or debt instruments
maturing on or before the next business day
0% 100% Low

Investment Strategy: The scheme aims to identify securities which offer optimal level of yields/returns, considering risk-reward ratio. An appropriate mix of debt market securities and money market securities will be used to achieve this. The scheme will invest in Debt and money market securities getting matured on next business day. Money Market securities include cash and cash equivalents.

 

  • Nature of the Scheme :
    An open ended debt scheme investing in overnight securities
  • Benchmark Index :
    CRISIL Overnight Index
  • Load Structure :
    Entry Load: Not Applicable,
    Exit Load: Nil
  • Options :
    Growth, Dividend (Pay-out & Re-investment).
  • Minimum Application Amount :
    Rs. 500 and in multiples of Rs. 1 thereafter
  • Minimum Additional Purchase Amount :
    Rs. 500 and in multiples of Rs. 1 thereafter (For Systematic Investment Plan (SIP).
  • SIP :
    Systematic Investment Plan (SIP)/ Systematic Transfer Plan(STP)/
    Systematic Withdrawal Plan (SWP)facilities are available

 

Manager - IndiabullsAMC

Vikrant Mehta (Joint Head – Fixed Income, Debt)

Mr. Vikrant Mehta has 24+ years of fixed income and emerging markets experience across fund management, macro research, trading and sales. Prior to joining Indiabulls AMC, Mr. Mehta worked with PineBridge Investments, where he was the Head of Fixed Income at PineBridge India AMC. Subsequently he was a sovereign rates and currency specialist for Asia, in his role as Asian sovereign analyst with PineBridge. Vikrant’s other work assignments have been with NVS Brokerage, JM Morgan Stanley and Mata Securities. Mr. Mehta is an M.S. in Engineering and a CFA from The Institute of Chartered Financial Analysts of India.