Indiabulls Monthly Income Plan Add to compare
12.9029
0.0095
(0.07%)
1 day change as on 21 Feb 2018
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 SchemeNulls assets in equity securities. Monthly Income is not assured and is subject to availability of distributable surplus. However, there can be no assurance that the investment objective of the scheme will be achieved.
Fund Type Entry Load Average Asset Size (Rs cr.)
Open Ended Nil 24.22
Investment Plan Exit Load Minimum Investment (Rs.)
Growth If redeemed bet. 0 Year to 1 Year; Exit Load is 1% 500
Launch Date Fund Manager Last Dividend
02-12-2015 Malay Shah,Sumit Bhatnagar 0.00
Benchmark Email / Website Bonus
CRISIL Hybrid 85+15 - Conservative Index customercare@indiabullsmf.com / www.indiabullsmf.com
AMC Name
Indiabulls Asset Management Company Ltd.
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
Indiabulls Monthly Income Plan 30.18 0.42 5.70 12.67 18.45 -- -- 12.14
BOI AXA Regular Return Fund 188.82 -1.77 0.77 4.01 10.48 8.75 9.97 8.57
ICICI Prudential MIP 25 1440.24 -1.63 -0.86 1.42 8.99 8.59 11.36 10.27
HDFC Multiple Yield Fund - Plan 2005 175.76 -0.96 0.70 4.75 8.93 7.89 10.35 9.48
Axis Income Saver Fund 438.24 -1.35 0.32 2.89 8.75 6.47 9.34 8.3
Aditya Birla Sun Life Monthly Income 259.64 0.42 1.09 2.54 8.38 7.75 9.68 10.71
Top 10 Holdings
Company Name Sector Name Asset %
Yuken India Ltd. Industrial Manufacturing 11.83
Dewan Housing Finance Corporation Ltd. Financial Services 8.48
North Karnataka Expressway Ltd Construction 8.17
1.25 Tanglin Developments Ltd. Nov 22 2019 Services 6.99
10.95 Reliance Gas Transportation Infrastructure Ltd. Jan 6 2019 Energy 6.78
 
Company Name Sector Name Asset %
8.2 Power Grid Corporation of India Ltd. Jan 23 2022 Energy 6.73
10.38 Forbes Technosys Ltd. Mar 20 2020 Industrial Manufacturing 6.61
7.78 Mahindra & Mahindra Financial Services Ltd. Feb 20 2019 Financial Services 6.6
Hero Wind Energy Pvt. Ltd. Energy 5.74
8.15 Piramal Enterprises Ltd Jun 14 2019 Pharma 4.63
AUM Movement
Asset Allocation