Income Funds | Best Income Funds India | Fixed Income Mutual Funds | INDIABULLS INCOME FUND Doc Submission

INDIABULLS INCOME FUND
Type of Scheme: An open ended debt Scheme
Investment Objective: The primary investment objective of the Scheme is to generate a steady
stream of income and/or medium to long term capital appreciation/gain through investment in fixed
income securities. However, there can be no assurance that the investment objective of the scheme
will be achieved.
This product is suitable for investors who are seeking*
 Regular income and/or capital appreciation over medium to long term
 Through investment in fixed income securities
 Moderate Risk
RISKOMETER
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Asset Allocation
Normal Allocation (% of
Net Assets)
Instruments
Risk
Profile
Minimum Maximum Low/
Med/High
Debt instruments and securitized debt* including Repos
in Corporate Debt Securities 65% 100% Low to
Medium
Money Market Instruments 0% 35% Low to
Medium
*securitized debt cumulative allocation not to exceed 50% of the net assets of the Scheme (No
investment in foreign securitized debt). Investment in Securitized Debt will be only in investment grade
papers.
Investment Strategy Key Features
Fund Manager Fund Rating
• The Fund shall be managed according to the Investment Objective - To generate a steady stream
of income and or medium to long term capital appreciation/gain through investment in fixed income
securities.
• The Scheme proposes to invest only in a diversified set of fixed income securities and money
market instruments with the aim of generating steady returns with a low-risk strategy.
• The Fund Manager will endeavor to maintain a balance between safety, liquidity and profitability
aspects of various investments.
• The fund manager will try to achieve an optimal risk return balance for management of the fixed