Indiabulls Liquid Funds  - IndiabullsAMC

Indiabulls Savings Fund

Type of Scheme: An open ended debt scheme investing in money market instruments

Investment Objective: A money market scheme that seeks to provide reasonable returns, commensurate with moderately low risk while providing a high level of liquidity. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved
This product is suitable for investors who are seeking*
Short Term Savings
A money market scheme that seeks to provide reasonable returns, commensurate with moderately low risk while providing a high level of liquidity
Moderately Low Risk
RISKOMETER
test
Investors understand that their principal will be at moderatly 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 Low/ Med/High
Money market instruments * 0% 100% Low 

 

*The Scheme shall make investment in money market instruments having maturity up to 1 Year.

Investment Strategy:  The Fund shall be managed according to the Investment Objective - A money market scheme that seeks to provide reasonable returns, commensurate with moderately low risk while providing a high level of liquidity. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. This scheme is positioned to meet the needs of those investors who want to deploy their funds for a short period of time with the moderately low risk. The returns would match the levels of risk taken in the portfolio.

 

  • Nature of the Scheme :
    An open ended debt scheme investing in money market instruments
  • Inception Date :
    September 19, 2018
  • Benchmark Index :
    CRISIL Money Market Index
  • Load Structure :
    Entry Load : 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 Additional Purchase Amount :
    Rs. 500 and in multiples of Re. 1/- thereafter
  • Minimum Amount for Redemption/ Switch out:
    1 unit or Rs. 1,000 and in multiples of Re. 1 thereafter

 

Manager - IndiabullsAMC

Vikrant Mehta (Joint Head – Fixed Income)

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.

 

Click here to download KIM and Application Form.

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

Important update : Dear Investor, We request you to take note of revised NAV cut off time effective till further notice. For subscriptions in Liquid Fund and Overnight Fund: 12.30pm. For subscription in all other schemes: 1.00 pm. For redemptions across all schemes: 1.00 pm. No other change in terms & conditions.Please read all scheme documents carefully.