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About Indiabulls Mutual Funds
Indiabulls Financial Services is one of India’s largest financial services providers. It extensively deals with various financial services such as Asset Management, Consumer Finance Management, Advisory and more. Through its network of consumer touch-points, Indiabulls focuses on providing the investors with different long-term and short-term schemes.
The main objective is to contribute towards efficient channelling of financial resources to make investment options available at reasonable and affordable rates. Their fund managers have worked on monitoring the Mutual Funds to create a solid portfolio for every scheme, targeting liquidity and minimising overall risk involved.
Different Mutual Funds offered by Indiabulls Asset Management Company
As an Asset Management Company, Indiabulls believes in employing an investment beating strategy which unfolds essentially for the investors by making a blueprint of how an investment made today will increase or at least maintain the purchasing power tomorrow.
They offer a wide range of schemes majorly investing in high growth companies and bonds to generate decent returns over years. Here are some of the best mutual fund schemes offered by Indiabulls Asset Management Company:
Equity Mutual Funds
Equity Mutual Funds powered by Indiabulls AMC invest in the stocks/shares of top companies. These funds tend to give higher returns over a long term horizon. For investors who are willing to take a certain degree of risk and create wealth, Equity Funds are a good option. Here are top 5 equity funds by Indiabulls AMC:
| Fund Name | AUM (Crores) |
| Indiabulls Bluechip Fund | Rs. 148 |
| Indiabulls Tax Savings Fund | Rs. 83 |
| Indiabulls Equity Hybrid Fund | Rs. 31 |
| Indiabulls Value Fund | Rs. 17 |
| Indiabulls Nifty 50 ETF Fund | Rs. 13 |
Debt Mutual Funds
Debt funds invest in a mix of fixed income securities such as Government bonds, Treasury Bills, corporate bonds, state loans, money market instruments, etc. These funds are suitable for investors who are reluctant to take any risks with their investments, earn interest and capital appreciation. Some of the best 5 Debt Funds from Indiabulls AMC are:
| Fund Name | AUM (Crores) |
| Indiabulls Liquid Fund | Rs. 763 |
| Indiabulls Ultra Short Term Fund | Rs. 256 |
| Indiabulls Banking & PSU Debt Fund | Rs. 65 |
| Indiabulls Short Term Fund | Rs. 43 |
| Indiabulls Income Fund | Rs. 31 |
Hybrid Mutual Funds
With a combination of Debt and Equity instruments, Indiabulls Hybrid Mutual Funds are made available to the investors willing to invest in low-risk investments. Hybrid Funds is a good investment option for novice investors who want substantial equity exposure in their overall portfolio, without taking high risk. Some of the popular Indiabulls Hybrid Funds are:
| Fund Name | AUM (Crores) |
| Indiabulls Arbitrage Fund | Rs. 39 |
| Indiabulls Equity Hybrid Fund | Rs. 31 |
| Indiabulls Savings Income Fund | Rs. 26 |
How to invest in Indiabulls Mutual Funds via Paisabazaar.com?
Given below is a step by step guide to invest in Mutual Funds by Indiabulls AMC:
Step 1: On Paisabazaar.com, select the ‘Mutual Fund’ option.
Step 2: If you are a registered user, login onto the platform using your mobile number and password/OTP. Or create a new account.
Step 3: Choose ‘Invest’ >‘Explore All Funds’ on the left side bar.
Step 4: Select the Indiabulls Mutual Fund of your choice. Now, all the details of the fund including NAV, risk level, etc. will appear.
Step 5: Enter the amount you wish to invest, select the investment type – SIP or Lumpsum, and click on the ‘Confirm & add to cart’ option.
Step 6: You can complete the payment using net banking of major Indian banks.
The mutual fund units will be allotted to you within 5 working days. If you’re not KYC Compliant, you will need to complete your KYC before investing in mutual fund schemes.
How to complete your KYC Check for Indiabulls Mutual Funds
KYC (Know Your Customer) is a one-time customer identification process and a mandatory compliance requirement for investors who wish to invest in mutual funds. It has been made compulsory by the capital markets regulator SEBI (Securities and Exchange Board of India) for mutual fund investments in order to curb fraudulent activities.
If you’re a first time customer, you need to get your KYC Check before investing in Mutual Funds.
The KYC Process can be initiated and completed with any of the following SEBI-registered intermediaries:
- The Fund House (Asset Management Company)
- KYC Registration Agency (KRA) such as CAMS, Karvy, CSDL (Central Depository Services Limited) Ventures, NSDL (National Securities Depository Limited) and NSE-owned (National Stock Exchange) DotEx International Limited
To complete your KYC online, follow these steps, and you’ll be good to go:
Step 1: Visit the website of Indiabulls Mutual Fund or any of the above-mentioned KRA’s website and create an investor account by filling in your personal details and your Aadhaar-linked mobile number so that you can verify the account using that OTP.
Step 2: Upload self-attested copies of your Identity Proof and Address Proof.
That’s all. Your eKYC process is done!
Documents Required for Indiabulls Mutual Fund Investment
Here is a list of official documents required to validate the identity and address of an investor:
- Identity Proof
- Aadhaar Card
- PAN Card
- Passport
- Driving License
- Address Proof
- Aadhar Card
- Driving License
- Passport
- Recent Utility Bill
- Rental/Lease Agreement
Fund Managers in Indiabulls Asset Management Company
To monitor, manage and stay aligned with the performance of each fund, Indiabulls has employed a team of highly skilled and professional managers. Let us learn more about these fund managers:
- Mr. Veekesh Gandhi
Mr. Gandhi is the Chief Executive Officer and Chief Investment Officer in Indiabulls Mutual Funds. He has an overall experience of 18 years in Banking and Capital markets. Mr. Gandhi believes in extensive research oriented strategy to be employed in the monitoring of fund portfolios. He uses a Top Down approach for Large caps and Bottom up approach for Mid Cap or Small Cap Funds. Moreover, he is a key personnel in the AMC with good experience in Indian and Global macros.
- Mr. Uday Diwale
Mr. Diwale is the Head of Compliance & Risk Management with more than 18 years of professional experience in capital markets. He has worked in various sectors including operations, compliance and information technology. Mr. Diwale started his career with Securities & Exchange Board of India (SEBI) where he actively participated in investigation cases of market manipulation.
- Mr. Vikrant Mehta
With more than 24 years of experience in fixed income and emerging markets, macro research, trading and sales; Mr. Vikrant Mehta is working with Indiabulls as the Head of Fixed Income Investments. He has also worked with PineBridge Investments and other financial service providers. His efficient work ethic towards management of funds has led to growth in many schemes.
Frequently Asked Questions
Q. What is an Asset Management Company (AMC)?
A. AMC is an organisation which manages the pooled funds from numerous investors and invests them in various financial securities to generate returns.
Q. What is Net Asset Value (NAV)?
A. Net Asset Value measures the performance of an individual mutual fund scheme of an AMC. In essence, it is the market valuation of the securities the fund has invested in. So, the NAV per unit is derived from dividing the total market value of all the invested securities by the total number of units issued. Since, the number of unit holders and valuation of securities change everyday, the NAV of a mutual fund also changes accordingly.
Q. What is Expense Ratio?
A. Expense Ratio refers to a small amount of fee charged by Asset Management Companies annually to manage investors’ assets. It covers the operating and managing cost incurred by the AMC. It is a percentage of the total assets invested by the investor.
Q. What is Entry Load?
A. When an investor purchases units of a mutual fund scheme for the first time, s/he is charged a small amount of processing fee by the Asset Management Company which is known as an Entry Load.
Q. What is Exit Load?
A. When investors redeem their investment from a mutual fund scheme, s/he is charged a small amount of processing fee which is known as an Exit Load. It is also charged when investors choose to switch between different mutual fund schemes of a specific AMC.