All Funds
Debt Scheme - Medium Duration FundIndiabulls Mutual Fund

Indiabulls Income Fund - Regular Plan - Growth Option

₹17.8687▲ 0.0076 (0.04%)

Scheme Type

Open Ended Schemes

Category

Debt Scheme - Medium Duration Fund

Fund House

Indiabulls Mutual Fund

ISIN

N/A

Data Points

1946 NAV records

NAV as of 31-03-2021

NAV History

+10.54%

365 data points · Period: 1Y

Returns

CAGR

1M

—

3M

—

6M

—

1Y

—

3Y

—

5Y

—

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹11,054

+10.5%

3Y Ago

₹13,710

+37.1%

5Y Ago

₹18,220

+82.2%

Past performance ≠ future results

Fund Analytics

Score: 70.5 / 100

Performance

Total Returns

Simple return over period

+6.92%

CAGR

Compound annual growth rate

+6.92%

Growth of ₹10K

Hypothetical investment value

₹10,692

SIP XIRR

SIP internal rate of return

+4.88%
Risk

Volatility (Ann.)

Std deviation of returns

1.80%LOW

Max Drawdown

Worst peak-to-trough

-0.87%

Sharpe Ratio

Risk-adjusted return

0.51AVG

Sortino Ratio

Downside risk-adjusted return

0.61AVG
Benchmark

Beta

Market sensitivity

-0.01DEF

Alpha

Excess return vs benchmark

+1.94%

Tracking Error

Deviation from benchmark

22.45%

Information Ratio

Alpha per unit tracking error

0.09

Treynor Ratio

Return per unit systematic risk

-172.68
Capture

Upside Capture

Participation in market gains

2.92%

Downside Capture

Participation in market losses

-2.25%

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2021-03-31

vs Nifty 50

Pre-computed
PeriodFundNifty 50Alpha
1Y+6.9%+198.2%
+1.9%
3Y——
—
5Y——
—
Beta
1Y: -0.013Y: —5Y: —

Outperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled
₹500₹1L
Period
Return (%)•

Invested

₹3,00,000

Wealth Gained

₹1,01,235

Total Value

₹4,01,235

*Based on historical CAGR. Projections are illustrative, not guaranteed