Fund Name

Indiabulls Income Fund

As On: 11 January 2022

Beginning of Analysis

In this report, we provide a small performance analysis of returns for Indiabulls Income Fund.

Table 1 shows summary of return perfromance of in different time period.

Table 2 (Fund NAV) below shows the latest nav information of all the option of and their one day return.

Table 3 (Fund Information) presents some of fund-related details.

Table 4: we compare different period returns of with category average returns for both regular and direct plan. This table also includes return rank of the fund in its category peers for each return period.

Table 5 shows return performance of peers for regular plan and

Table 6 presents return performance of direct plan. Please note Exchange Trade Fund (ETF) does not have direct plan.

Table 1

Indiabulls Income Fund Performance
Period Return (Regular Plan) Category Rank As On
1 Year 11/01/2022
3 Year 11/01/2022
5 Year 11/01/2022
Table 2 Fund Nav
no data
Table 3 Fund Information
Heading Details
Fund Launch Date 12/Feb/2013
Fund Category
Medium Duration Fund
Investment Objective The primary investment objective of the Scheme is to generate a steady stream of income and medium to long term capital appreciation/gain through investment in fixed income securities such that the Macaulay duration of the portfolio is between 3 years 4 years. Portfolio Macaulay duration under anticipated adverse situation is 1 year to 4 years. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Fund Description Medium Duration Fund
Fund Benchmark CRISIL Composite Bond Fund Index
Source: Fund FactSheet

Table 4

Performance Comparison: Debt Scheme - Medium Duration Fund
Fund Performance v/s Category Performance (Return)
Title 1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank
Regular Plan
This Fund (Regular Plan)
/14
/14
/14
/14
/14
/14
/14
/14
Value of Rupee 1000 (Invested in this fund)
Category Average
0.06
-0.02
-0.20
0.57
2.37
5.05
5.03
5.20
Best in Category
0.09
0.11
0.05
0.87
5.20
17.04
8.95
7.98
Worst in Category
0.03
-0.14
-0.49
-0.00
1.20
1.59
-4.77
-0.79
Direct Plan
This Fund (Direct Plan)
/14
/14
/14
/14
/14
/14
/14
/14
Value of Rupee 1000 (Invested in this fund)
Category Average
0.06
-0.01
-0.14
0.75
2.74
5.81
5.77
5.98
Best in Category
0.09
0.13
0.10
1.04
5.63
17.68
9.43
8.64
Worst in Category
0.03
-0.13
-0.45
0.25
1.71
2.56
-4.13
0.00


Table 5

Peers Performance (Regular Plan)
Fund Name 1 Day Return 1 Week Return 1 Month Return 3 Months Return 6 Months Return 1 Year Return 3 Years Return 5 Years Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Sbi Magnum Medium Duration Fund

0.09
1
0.03
3
-0.13
4
0.69
5
2.13
9
3.68
10
8.95
1
7.98
1

Idfc Bond Fund - Medium Term Plan

0.09
2
-0.14
14
-0.37
13
0.33
11
1.55
13
2.10
12
7.27
5
6.56
5

Aditya Birla Sun Life Medium Term Plan

0.07
3
0.11
1
0.01
2
0.87
1
2.62
4
6.78
2
3.39
11
4.43
11

Tata Medium Term Fund

0.06
4
-0.01
6
-0.15
6
0.78
3
2.56
5
4.65
7
1.77
13
2.90
13

Icici Prudential Medium Term Bond Fund

0.06
5
0.00
5
-0.21
9
0.71
4
2.34
7
5.14
4
8.19
2
7.16
3

Kotak Medium Term Fund

0.06
6
-0.01
7
-0.28
11
0.64
8
2.71
3
4.38
8
6.57
7
6.25
7

Bnp Paribas Medium Term Fund

0.06
7
-0.09
12
-0.49
14
0.29
13
1.63
12
1.98
13
2.12
12
3.26
12

Sundaram Medium Term Bond Fund

0.05
8
-0.04
10
-0.35
12
-0.00
14
1.20
14
1.59
14
5.19
9
5.08
8

L&T Resurgent India Bond Fund

0.05
9
-0.03
9
-0.20
8
0.58
10
2.33
8
4.25
9
7.08
6
6.26
6

Uti Medium Term Fund

0.04
10
0.02
4
-0.13
5
0.66
7
5.20
1
6.21
3
3.96
10
4.78
10

Axis Strategic Bond Fund

0.04
11
0.07
2
0.05
1
0.83
2
2.72
2
5.01
5
7.48
4
7.21
2

Nippon India Strategic Debt Fund

0.03
12
-0.08
11
-0.10
3
0.32
12
1.74
11
17.04
1
-4.77
14
-0.79
14

Hdfc Medium Term Debt Fund

0.03
13
-0.02
8
-0.17
7
0.66
6
2.49
6
4.77
6
7.91
3
6.89
4

Dsp Bond Fund

0.03
14
-0.11
13
-0.24
10
0.60
9
1.90
10
3.13
11
5.32
8
4.88
9

Indiabulls Income Fund

Franklin India Income Opportunities Fund



Table 6

Peers Performance (Direct Plan)
no data



Please note: all returns are absolute/ period returns. All analysis is for growth option.

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

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