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8/1/2019 India Bulls Mutual Fund
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Indiabulls Mutual Fund
Presented By : Anuj Patel
8/1/2019 India Bulls Mutual Fund
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What is Mutual Fund?
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Types Of Mutual Fund :
Indiabulls Blue Chip Fund
Indiabulls Ultra Short Term Fund
Indiabulls Liquid Fund
Indiabulls FMP-377 Days
Indiabulls FMP-387 Days
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Indiabulls Blue Chip Fund :
Nature Of Scheme: Open Ended Equity Scheme
Inception Date:
20th January 2012
Option Plan:
Growth and Dividend
Fund Manager:
Mr. Raju Sharma (Head - Fixed Income)
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InvestmentObjective:
The primary investment objective of the Scheme is to seekto provide long-term capital appreciation from a portfoliothat is invested predominantly in equity and equity- relatedsecurities of blue-chip large-cap companies.
Minimum Application Amt:
Rs5000 and in multiples of Rs 1 thereafter
Risk Profile:
Low to Medium
Minimum Purchase Amt:
Rs1000 and in multiples of Rs 1 thereafter
Returns in this fund: excel
http://c/Users/anuj/Desktop/sip/indaibulls%20mutual%20fund-ANUJ%20PATEL.xlsxhttp://c/Users/anuj/Desktop/sip/indaibulls%20mutual%20fund-ANUJ%20PATEL.xlsx8/1/2019 India Bulls Mutual Fund
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Indiabulls Ultra Short Term Fund:
Nature Of Scheme: Open Ended Debt Scheme
Inception Date:
05th January 2012
Option Plan:
Growth and Dividend
Fund Manager:
Mr. Raju Sharma (Head - Fixed Income) and Mr. PuneetSrivastava (Fund manager- Fixed Income)
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InvestmentObjective:
To provide a high level of liquidity with returnscommensurate with low risk through a portfolio of moneymarket and debt securities. However there can be noassurance that the investment objective of this scheme isachieved.
Minimum Application Amt:
Rs5000 and in multiples of Rs 1 thereafter
Risk Profile:
Low to Medium
Minimum Purchase Amt:
Rs1000 and in multiples of Rs 1 thereafter
Return Calculation : Excel
http://c/Users/anuj/Desktop/sip/indaibulls%20mutual%20fund-ANUJ%20PATEL.xlsxhttp://c/Users/anuj/Desktop/sip/indaibulls%20mutual%20fund-ANUJ%20PATEL.xlsx8/1/2019 India Bulls Mutual Fund
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Indiabulls Liquid Fund:
Nature Of Scheme: Open Ended Liquid Scheme
Inception Date:
24th October 2011
Option Plan:
Growth and Dividend
Fund Manager:
Mr. Raju Sharma (Head - Fixed Income) and Mr. PuneetSrivastava (Fund manager- Fixed Income)
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InvestmentObjective:
To provide a high level of liquidity with returnscommensurate with low risk through a portfolio ofmoney market and debt securities with maturity ofupto 91 days
Minimum Application Amt:
Rs5000 and in multiples of Rs 1 thereafter
Risk Profile:
Low to Medium
Minimum Purchase Amt:
Rs1000 and in multiples of Rs 1 thereafter
Return calculation: Excel
http://sip/indaibulls%20mutual%20fund-ANUJ%20PATEL.xlsxhttp://sip/indaibulls%20mutual%20fund-ANUJ%20PATEL.xlsx8/1/2019 India Bulls Mutual Fund
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Indiabulls FMP-377 Days:
Nature Of Scheme: Close Ended Debt Scheme
Inception Date:
27th March 2012
Option Plan:
Growth and Dividend
Fund Manager:
Mr. Raju Sharma (Head - Fixed Income) and Mr. PuneetSrivastava (Fund manager- Fixed Income)
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InvestmentObjective:
To generate income and/ or capital appreciation byinvesting in wide range of Debt and Money Market
instruments having maturity in line with maturity of therespective plans under the scheme. The maturity ofall instruments shall be equal to or less than thematurity of the respective plans under the scheme.
Minimum Application Amt: Rs5000 and in multiples of Rs 1 thereafter.
Risk Profile:
Low
Returns calculation : Excel
http://sip/indaibulls%20mutual%20fund-ANUJ%20PATEL.xlsxhttp://sip/indaibulls%20mutual%20fund-ANUJ%20PATEL.xlsx8/1/2019 India Bulls Mutual Fund
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Indiabulls FMP-387 Days:
Nature Of Scheme: Close Ended Debt Scheme
Inception Date:
12th March 2012
Option Plan:
Growth and Dividend
Fund Manager:
Mr. Raju Sharma (Head - Fixed Income) and Mr. PuneetSrivastava (Fund manager- Fixed Income)
8/1/2019 India Bulls Mutual Fund
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InvestmentObjective:
To generate income and/ or capital appreciation byinvesting in wide range of Debt and Money Market
instruments having maturity in line with maturity of therespective plans under the scheme. The maturity ofall instruments shall be equal to or less than thematurity of the respective plans under the scheme.
Minimum Application Amt: Rs5000 and in multiples of Rs 1 thereafter.
Risk Profile:
Low
Returns calculation : Excel
http://sip/indaibulls%20mutual%20fund-ANUJ%20PATEL.xlsxhttp://sip/indaibulls%20mutual%20fund-ANUJ%20PATEL.xlsx8/1/2019 India Bulls Mutual Fund
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Thank You !!!!