Indiabulls Income Fund


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Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Indiabulls Income Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 25, 2022.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Indiabulls Income Fund Performance Analysis

Indiabulls Income Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Indiabulls Income Fund

Top Performing Funds in Medium Duration Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Axis Strategic Bond Fund

3 The Axis Strategic Bond Fund is a Medium Duration Fund. In the Medium Duration Fund category there are 15 funds. The fund has 11 KPIs that are in top quartile. The fund has 58% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Axis Strategic Bond Fund performance snapshot section. 3.61% 6.46% -1.99% -1.66% 0.79 0.35 0.43

Hdfc Medium Term Debt Fund

2 The Hdfc Medium Term Debt Fund is a Medium Duration Fund. In the Medium Duration Fund category there are 15 funds. The fund has ten KPIs that are in top quartile. The fund has 43% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Hdfc Medium Term Debt Fund performance snapshot section. 2.63% 5.93% -1.42% -2.26% 0.84 0.40 0.40

Icici Prudential Medium Term Bond Fund

1 The Icici Prudential Medium Term Bond Fund is a Medium Duration Fund. In the Medium Duration Fund category there are 15 funds. The fund has 22 KPIs that are in top quartile. The fund has 96% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Icici Prudential Medium Term Bond Fund performance snapshot section. 3.80% 6.81% -1.66% -0.89% 1.11 0.55 0.44

Indiabulls Income Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 25, 2022.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Indiabulls Income Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
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Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Medium Duration Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Nippon India Strategic Debt Fund

0.06
1
0.26
1
0.92
10
1.18
8
2.08
15
1.94
10
-3.43
12
-1.62
12

Baroda Bnp Paribas Medium Duration Fund

0.06
2
0.18
4
0.97
6
1.31
5
3.27
3

Uti Medium Term Fund

-0.01
3
0.21
2
0.96
7
1.16
10
2.69
9
2.12
9
2.72
11
3.94
11

Icici Prudential Medium Term Bond Fund

-0.02
4
0.14
9
0.83
14
1.35
3
3.45
2
3.80
2
6.81
2
6.71
3

Dsp Bond Fund

-0.02
5
0.17
6
1.08
1
1.21
7
2.99
5
2.65
6
5.23
8
4.43
9

Kotak Medium Term Fund

-0.03
6
0.18
5
0.77
15
0.97
11
2.53
10
2.79
5
5.32
7
5.65
7

Hdfc Medium Term Debt Fund

-0.03
7
0.13
13
0.93
9
1.18
9
2.91
7
2.63
7
5.93
5
6.37
5

Invesco India Medium Duration Fund

-0.03
8
0.16
8
0.99
4
0.81
12
2.46
11
1.42
11

Sundaram Medium Term Bond Fund

-0.04
9
0.12
14
0.88
12
0.78
14
2.09
14
0.30
14
2.77
10
4.18
10

Aditya Birla Sun Life Medium Term Plan

-0.05
10
0.14
10
0.89
11
1.62
1
19.13
1
24.41
1
13.39
1
7.73
1

L&T Resurgent India Bond Fund

-0.05
11
0.19
3
0.98
5
1.34
4
2.85
8
2.26
8
5.57
6
5.55
8

Sbi Magnum Medium Duration Fund

-0.05
12
0.16
7
1.04
3
1.45
2
3.08
4
2.99
4
6.52
3
7.17
2

Union Medium Duration Fund

-0.06
13
0.14
11
0.96
8
0.76
15
2.43
12
1.10
12

Axis Strategic Bond Fund

-0.07
14
0.12
15
0.84
13
1.21
6
2.94
6
3.61
3
6.46
4
6.55
4

Idfc Bond Fund - Medium Term Plan

-0.10
15
0.13
12
1.05
2
0.80
13
2.28
13
0.89
13
4.57
9
5.76
6
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Union Medium Duration Fund

0.15
13
0.38
12
0.26
12

Aditya Birla Sun Life Medium Term Plan

0.34
1
1.58
1
5.30
1
9.51
2
3.80
10

Axis Strategic Bond Fund

0.30
3
0.83
2
1.68
3
5.96
4
7.64
5

Dsp Bond Fund

0.26
5
0.58
8
1.12
7
4.15
10
5.26
9

Hdfc Medium Term Debt Fund

0.25
6
0.68
5
1.19
6
5.91
5
7.95
3

Icici Prudential Medium Term Bond Fund

0.30
2
0.73
4
1.77
2
6.09
3
8.10
2

Idfc Bond Fund - Medium Term Plan

0.19
10
0.37
13
0.28
11
3.42
11
7.79
4

Kotak Medium Term Fund

0.21
8
0.75
3
1.40
4
5.69
6
6.60
7

Nippon India Strategic Debt Fund

0.18
12
0.47
10
0.57
10
14.55
1
-4.57
12

Sbi Magnum Medium Duration Fund

0.27
4
0.67
6
1.30
5
5.04
8
9.17
1

Sundaram Medium Term Bond Fund

0.07
14
0.01
14
-0.02
13
2.32
12
5.67
8

Uti Medium Term Fund

0.19
11
0.49
9
1.03
8
4.66
9
3.38
11

L&T Resurgent India Bond Fund

0.21
7
0.62
7
0.78
9
5.66
7
6.99
6

Invesco India Medium Duration Fund

0.20
9
0.40
11
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Medium Term Plan

0.41
1
1.76
1
5.67
1
10.20
2
4.49
10

Axis Strategic Bond Fund

0.35
3
1.00
3
2.04
3
6.72
6
8.38
5

Dsp Bond Fund

0.29
7
0.66
8
1.29
8
4.54
10
5.67
9

Hdfc Medium Term Debt Fund

0.31
4
0.86
5
1.54
6
6.73
4
8.82
3

Icici Prudential Medium Term Bond Fund

0.36
2
0.91
4
2.12
2
6.85
3
8.84
2

Idfc Bond Fund - Medium Term Plan

0.25
10
0.54
12
0.63
11
4.13
11
8.51
4

Kotak Medium Term Fund

0.31
6
1.01
2
1.96
4
6.73
5
7.56
7

Nippon India Strategic Debt Fund

0.22
12
0.61
11
0.85
10
15.18
1
-3.96
12

Sbi Magnum Medium Duration Fund

0.31
5
0.80
7
1.56
5
5.61
8
9.71
1

Sundaram Medium Term Bond Fund

0.16
14
0.26
14
0.47
12
3.35
12
6.61
8

Uti Medium Term Fund

0.24
11
0.65
9
1.33
7
5.40
9
4.07
11

L&T Resurgent India Bond Fund

0.29
8
0.85
6
1.23
9
6.64
7
7.96
6

Union Medium Duration Fund

0.17
13
0.46
13
0.37
13

Invesco India Medium Duration Fund

0.28
9
0.64
10
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Axis Strategic Bond Fund

-1.66
3
-1.99
5
-0.69
3
2.40
4
1.82
4

Dsp Bond Fund

-2.72
7
-4.57
11
-1.02
10
3.62
11
2.89
11

Aditya Birla Sun Life Medium Term Plan

-7.59
12
-12.35
12
-4.72
12
10.33
12
5.38
12

Hdfc Medium Term Debt Fund

-2.26
5
-1.42
2
-0.74
4
2.37
3
1.71
3

Icici Prudential Medium Term Bond Fund

-0.89
1
-1.66
3
-0.47
2
2.30
1
1.67
2

Idfc Bond Fund - Medium Term Plan

-3.78
11
-2.57
8
-0.92
7
2.70
6
2.00
7

Kotak Medium Term Fund

-3.64
10
-4.35
10
-1.09
11
3.55
10
2.77
10

Nippon India Strategic Debt Fund

-8.88
13
-29.64
13
-14.84
13
15.23
13
12.94
13

Sbi Magnum Medium Duration Fund

-1.03
2
-1.07
1
-0.39
1
2.33
2
1.50
1

Sundaram Medium Term Bond Fund

-3.36
9
-2.23
6
-0.98
9
2.62
5
1.84
5

Uti Medium Term Fund

-2.64
6
-3.17
9
-0.75
5
3.46
9
2.50
9

L&T Resurgent India Bond Fund

-2.20
4
-2.56
7
-0.84
6
2.96
8
2.17
8

Baroda Bnp Paribas Medium Duration Fund

-3.14
8
-1.73
4
-0.97
8
2.82
7
1.87
6
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Axis Strategic Bond Fund

0.79
4
0.35
4
0.54
4
0.43

Dsp Bond Fund

-0.00
9
0.01
9
0.31
10
0.51

Aditya Birla Sun Life Medium Term Plan

0.35
7
0.24
5
0.37
8
0.52
-9.29
5 2.43 1
0.24
4
0.02
2
1.47
5
-0.02
3

Hdfc Medium Term Debt Fund

0.84
3
0.40
3
0.57
3
0.40
-0.52
3 1.09 2
0.55
2
0.01
3
4.66
2
-0.00
2

Icici Prudential Medium Term Bond Fund

1.11
2
0.55
2
0.61
2
0.44
2.75
1 0.63 4
0.49
3
0.04
1
9.08
1
0.00
1

Idfc Bond Fund - Medium Term Plan

0.40
6
0.18
7
0.45
6
0.37

Kotak Medium Term Fund

0.32
8
0.13
8
0.40
7
0.47

Nippon India Strategic Debt Fund

-0.51
12
-0.14
12
-0.09
13
0.57

Sbi Magnum Medium Duration Fund

1.20
1
0.74
1
0.67
1
0.40

Sundaram Medium Term Bond Fund

-0.20
10
-0.07
10
0.32
9
0.40
-1.68
4 0.67 3
0.63
1
-0.02
4
3.39
3
-0.04
5

Uti Medium Term Fund

-0.31
11
-0.11
11
0.26
11
0.48
2.07
2 0.06 5
0.00
5
-0.28
5
2.51
4
-0.04
4

L&T Resurgent India Bond Fund

0.42
5
0.19
6
0.46
5
0.45

Baroda Bnp Paribas Medium Duration Fund

-1.08
13
-0.36
13
0.11
12
0.49

Indiabulls Income Fund Additional Return Analysis

Indiabulls Income Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee
Direct Plan Value of 1000 Rupee
Fund Information
Fund Launch Date: 12/Feb/2013
Fund Category: Medium Duration Fund
Investment Objective: The primary investment objective of the Scheme is to generate a steady stream of income and medium to long term capital appreciation/gain through investment in fixed income securities such that the Macaulay duration of the portfolio is between 3 years 4 years. Portfolio Macaulay duration under anticipated adverse situation is 1 year to 4 years. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Fund Description: Medium Duration Fund
Fund Benchmark: CRISIL Composite Bond Fund Index
Source: Fund FactSheet


Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.





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