Type of Scheme
An open ended hybrid scheme investing predominantly in equity and equity related instruments
Investment Objective
The Scheme seeks to generate periodic return and long term capital appreciation from a judicious mix of equity and debt instruments. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Benchmark Index : CRISIL Hybrid 35+65 - Aggressive Index
Exit Load : For exit within 12 months from the date of allotment
For 10% of investment – Nil
For remaining investments - 1.00%
For exit after 12 months from the date of allotment – Nil
Minimum Subscription/ Additional Purchase/ Redemption Amount :
Rs. 500 and in multiples of Re. 1 thereafter
*Mutual funds are subject to market risk, read all scheme related documents carefully.
This product is suitable for investors who are seeking*
To generate periodic returns and long term capital appreciation from a judicious mix of equity and debt instruments.
Moderately High Risk
*Investors understand that their principal will be at Moderately high risk
Type of Scheme
Large Cap Fund – An open ended equity scheme predominantly investing in large cap stocks
Investment Objective
The primary investment objective of the Scheme is to seek to provide long-term capital appreciation from a portfolio that is invested predominantly in equity and equity- related securities of blue-chip large-cap companies. However, there is no assurance that the investment objective of the scheme will be achieved
Minimum Subscription/ Additional Purchase/ Redemption Amount : Rs. 500 and in multiples of Re. 1 thereafter
Exit Load :
Redemption/ switch-out up to 12% of investment : Nil
Redemption/ switch-out of remaining investment : 1% if redeemed / switched out within 1 year from the date of allotment
If redeemed / switched-out after 1 year form the date of allotment: Nil
This product is suitable for investors who are seeking:-
High level of liquidity with commensurate returns over short term.
Through investment in money market & debt securities with maturity of upto 91days.
Low Risk
*Investor should consult their financial advisor if in doubt whether the product is suitable for them
Type of Scheme
ELSS- An open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit
Investment Objective
The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related Securities. The scheme shall offer tax benefits under Section 80C of the Income Tax Act. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.
Minimum Subscription/ Additional Purchase/ Redemption Amount : Rs. 500 and in multiples of Re. 1 thereafter
Exit Load : NIL
This product is suitable for investors who are seeking*
The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related Securities.
An ELSS Scheme offering tax benefits under Section 80C of the Income Tax Act
Moderately High Risk
*Investor should consult their financial advisor if in doubt whether the product is suitable for them
Type of Scheme
An Open ended Liquid Scheme
Investment Objective
To provide a high level of liquidity with returns commensurate with low risk through a portfolio of money market & debt securities with maturity of upto 91days. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Benchmark Index : Crisil Liquid Fund Index
Exit Load : Nil
Minimum Subscription/ Additional Purchase/ Redemption Amount :
Rs. 500 and in multiples of Re. 1 thereafter
*Mutual funds are subject to market risk, read all scheme related documents carefully.
This product is suitable for investors who are seeking:-
High level of liquidity with commensurate returns over short term.
Through investment in money market & debt securities with maturity of upto 91days.
Low Risk
Riskometer
*Investor should consult their financial advisor if in doubt whether the product is suitable for them
Type of Scheme
Conservative Hybrid Fund- An open ended hybrid scheme investing predominantly in debt instruments.
Investment Objective
The primary objective of the Scheme is to generate regular monthly returns through investment primarily in debt securities. The secondary objective of the Scheme is to generate long-term capital appreciation by investing a portion of the Scheme's assets in equity securities. However, there can be no assurance that the investment objective of the scheme will be achieved.
Minimum Subscription/ Additional Purchase/ Redemption Amount: Rs. 500 and in multiples of Re. 1 thereafter
Exit Load :
a.) Redemption/ switch-out up to 12% of investment : Nil
b.) Redemption/ switch-out of remaining investment : 1% if
redeemed / switched out within 1 year from the date of allotment
c.) If redeemed / switched-out after 1 year form the date of allotment: Nil
This product is suitable for investors who are seeking*
Capital appreciation and provide regular income over a long period of time
Moderate Risk
*Investor should consult their financial advisor if in doubt whether the product is suitable for them
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
Minimum Subscription/ Additional Purchase/ Redemption Amount: Rs. 500 and in multiples of Re. 1 thereafter
Exit Load : Nil
This product is suitable for investors who are seeking*
Short Term Savings
Moderately Low Risk
*Investor should consult their financial advisor if in doubt whether the product is suitable for them
At Indiabulls Asset Management, the creation of wealth for our customers is of paramount importance. We are committed to creating value by achieving a fine balance between safety, liquidity and return in the most transparent process.
Our funds are broadly divided as:
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