8/1/2019 India Bulls Mutual Fund

1/14

Indiabulls Mutual Fund

Presented By : Anuj Patel

8/1/2019 India Bulls Mutual Fund

2/14

What is Mutual Fund?

8/1/2019 India Bulls Mutual Fund

3/14

Types Of Mutual Fund :

Indiabulls Blue Chip Fund

Indiabulls Ultra Short Term Fund

Indiabulls Liquid Fund

Indiabulls FMP-377 Days

Indiabulls FMP-387 Days

8/1/2019 India Bulls Mutual Fund

4/14

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)

8/1/2019 India Bulls Mutual Fund

5/14

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.xlsx

8/1/2019 India Bulls Mutual Fund

6/14

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)

8/1/2019 India Bulls Mutual Fund

7/14

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.xlsx

8/1/2019 India Bulls Mutual Fund

8/14

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)

8/1/2019 India Bulls Mutual Fund

9/14

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.xlsx

8/1/2019 India Bulls Mutual Fund

10/14

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)

8/1/2019 India Bulls Mutual Fund

11/14

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.xlsx

8/1/2019 India Bulls Mutual Fund

12/14

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

13/14

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.xlsx

8/1/2019 India Bulls Mutual Fund

14/14

Thank You !!!!