Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹500
AUM (Fund size)
₹15 Cr
Lock In Period
N/A
Expense Ratio
0.72
Benchmark
CRISIL Banking and PSU Debt Index
Exit Load
0.25% - Redemption/Switch on or before 3 days of subscription.Nil - Post completion of 3 days.
Summary
Latest details for Indiabulls Banking & PSU Debt Fund Growth include a ₹1119.5025 NAV as of Mar 04,2021 and returns since inception of --%. Minimum investments start at SIP ₹500. The Indiabulls Banking & PSU Debt Fund Growth AUM is ₹15 Cr, with a lock-in of N/A years, expense ratio of 0.72%, and benchmark CRISIL Banking and PSU Debt Index. Exit load is - 0.25% - Redemption/Switch on or before 3 days of subscription.Nil - Post completion of 3 days.. In the growth review for 1M Month/Year, the fund recorded 0.23% returns, against a category average of 2.33% and a category best of 2.46%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.23 | 2.33 | 2.46 |
| 6M | 1.96 | 1.56 | 5.84 |
| 1Y | 4.44 | 5.40 | 9.60 |
| 3Y | 0.00 | 16.44 | 28.10 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2021-02-28
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About Fund
Indiabulls Banking & PSU Debt Fund Growth managed by Groww Mutual Fund,is a Banking & PSUscheme with Assets Under Management of ₹15 Crore. The fund benchmarks its performance against the CRISIL Banking and PSU Debt Index while maintaining an expense ratio of 0.72. Under the expert guidance of Karan Singh ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Karan Singh
.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundIndiabulls Banking & PSU Debt Fund Growth | 0 | 14.64 CR | 0.72 |
| This FundFranklin India Banking & PSU Debt Fund Growth | 4 | 475.78 CR | 0.47 |
| This FundICICI Prudential Banking and PSU Debt Fund Growth | 5 | 9174.97 CR | 0.73 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundIndiabulls Banking & PSU Debt Fund Growth | 4.4374 | 0 |
| This FundFranklin India Banking & PSU Debt Fund Growth | 5.8018 | 23.1119 |
| This FundICICI Prudential Banking and PSU Debt Fund Growth | 5.0284 | 23.1193 |
FAQs
Indiabulls Banking & PSU Debt Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Indiabulls Banking & PSU Debt Fund Growth is 0.72. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Indiabulls Banking & PSU Debt Fund Growth’s fund performance is as follows:
- 1 Month : 0.23%
- 6 Months : 1.96%
- 1 Year : 4.44%
- 3 Years : 0.00%
You can invest in Indiabulls Banking & PSU Debt Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Indiabulls Banking & PSU Debt Fund Growth is ₹15 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Indiabulls Banking & PSU Debt Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500