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Indiabulls Short Term Fund Direct IDCW Fortnightly

Debt
Short Duration
Low to Moderate Risk
Payout
4.43%
3Y annualised
-0.05% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 May 2022₹1,006.41
Min. SIP amount₹500
Rating2
Fund size₹24.48Cr

Returns and rankings

Category: Debt Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns2.3%4.4%6.0%7.7%
Category average4.3%6.4%6.4%NA
Rank with in category222115NA
Understand terms

Holdings (8)

NameSectorInstrumentAssets
Gujarat State
OthersSDL21.3%
GOI
SovereignGOI Sec19.7%
Power Finance Corporation Ltd.FinancialDebenture8.3%
REC Ltd.FinancialNCD8.2%
Maharashtra State
OthersSDL8.2%
Indiabulls Housing Finance Ltd.FinancialDebenture7.9%
Tamilnadu State
OthersSDL6.5%
HDFC Bank Ltd.
FinancialFixed Deposits2.5%

Pros and cons

Category: Debt Short Duration

Pros

Exit load is zero
Lower expense ratio: 0.13%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality

Cons

Lower AUM: 24Cr. Funds with lower AUM tend to have higher expense ratio
Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.13%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

Karan Singh
Apr 2018 - Present
View details

Education
Mr. Singh is B.A (Honours) in Economics, PGDBF & CFA - Level 1
Experience
Prior to joining IndiaBulls Mutual Fund he has worked with Taurus Corporate Advisory Services Ltd., DIOS Capital, Invesco Asset Management Company Ltd., Fidelity Investments and ICRA Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Indiabulls Finance Centre - 11th Floor,Elphinstone Mills, Senapati Bapat Marg,Elphinstone (W), Mumbai 400013
Phone
022-61891300 / 1800-2666-002
Launch Date
10 Apr 2008
Website
NA
Amc Image
Indiabulls Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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FAQs

How to Invest in Indiabulls Short Term Fund Direct IDCW Fortnightly?

You can easily invest in Indiabulls Short Term Fund Direct IDCW Fortnightly in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Indiabulls Short Term Fund Direct IDCW Fortnightly from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Indiabulls Short Term Fund Direct IDCW Fortnightly as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Indiabulls Short Term Fund Direct IDCW Fortnightly provide?

The Indiabulls Short Term Fund Direct IDCW Fortnightly has been there from 13 Sep 2013 and the average annual returns provided by this fund is 2.29% since its inception.

How much expense ratio is charged by Indiabulls Short Term Fund Direct IDCW Fortnightly?

The term Expense Ratio used for Indiabulls Short Term Fund Direct IDCW Fortnightly or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Indiabulls Short Term Fund Direct IDCW Fortnightly is 0.13% as of 28 May 2022...

What is the AUM of Indiabulls Short Term Fund Direct IDCW Fortnightly?

The AUM, short for Assets Under Management of Indiabulls Short Term Fund Direct IDCW Fortnightly is ₹24.48Cr as of 28 May 2022.

How to Redeem Indiabulls Short Term Fund Direct IDCW Fortnightly?

If you want to sell your Indiabulls Short Term Fund Direct IDCW Fortnightly holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Indiabulls Short Term Fund Direct IDCW Fortnightly?

You can select either SIP or Lumpsum investment of Indiabulls Short Term Fund Direct IDCW Fortnightly based on your investment objective and risk tolerance.

What is the NAV of Indiabulls Short Term Fund Direct IDCW Fortnightly?

The NAV of Indiabulls Short Term Fund Direct IDCW Fortnightly is ₹1,006.41 as of 27 May 2022.

What is the PE and PB ratio of Indiabulls Short Term Fund Direct IDCW Fortnightly?

The PE ratio ratio of Indiabulls Short Term Fund Direct IDCW Fortnightly is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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