debtLow risk

Indiabulls Income Fund - Direct Plan - Half Yearly Dividend Option

Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals. From Indiabulls Mutual Fund. It's been running since 7 Mar 2013.

Latest price per unit

₹16.3108

▲ 0.04% today

As of 31 Mar 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.08 L

▲ ₹7.6k gain · 7.6% / year

Invested 3 years ago

₹1.26 L

▲ ₹25.8k gain · 7.9% / year

Invested 5 years ago

₹1.49 L

▲ ₹48.6k gain · 8.2% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

2.0%

The value swings roughly 2% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-9.75%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year7.55%

CAGR — 3 years7.94%

CAGR — 5 years8.24%

CAGR — since launch6.24%

Volatility — 1 year (annualised)1.81%

Volatility — 3 years (annualised)1.96%

Max drawdown — 1 year-0.85%

Max drawdown — 3 years-1.65%

Sharpe ratio — 1 year (rf=6%)0.84

Sharpe ratio — 3 years (rf=6%)0.99

Fund info

Fund house: Indiabulls Mutual Fund
Category: Debt Scheme - Medium Duration Fund
Plan: Direct
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 121156
First price on record: 7 Mar 2013 · 1,946 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.