Name: Indiabulls Short Term Fund Direct IDCW Fortnightly
Brand: Indiabulls Mutual Fund

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Indiabulls Short Term Fund Direct IDCW Fortnightly
Debt
Short Duration
Low to Moderate Risk
Payout
6.44%
3Y annualised
-0.01% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 22 Oct 2021₹1,014.17
Min. SIP amount₹500
Rating3star
Fund size₹25.86 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Debt Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns4.5%6.4%6.8%8.3%
Category average4.3%6.4%6.4%NA
Rank with in category142016NA
Understand termsinfo
Holdings (6)NameSectorInstrumentAssets
Gujarat State
OthersSDL20.8%
GOI
SovereignGOI Sec19.3%
Maharashtra State
OthersSDL8.0%
Power Finance Corporation Ltd.
FinancialDebenture8.0%
REC Ltd.
FinancialNCD7.9%
Tamilnadu State
OthersSDL6.4%
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and consinfo
Category: Debt Short Duration
thumb_up_altPros
Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Higher alpha: 3.47
The fund has generated returns higher than benchmark - CRISIL Short-Term Bond Index - in the last 3Y 
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
thumb_down_altCons
Lower AUM: 25Cr.
Funds with lower AUM tend to have higher expense ratio
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Aug 2021 - Present
0.13%
31 Jul 2021 - 31 Aug 2021
0.13%
30 Jun 2021 - 31 Jul 2021
0.13%
31 May 2021 - 30 Jun 2021
0.13%
30 Apr 2021 - 31 May 2021
0.13%
31 Mar 2021 - 30 Apr 2021
0.13%
28 Feb 2021 - 31 Mar 2021
0.13%
31 Jan 2021 - 28 Feb 2021
0.13%
31 Dec 2020 - 31 Jan 2021
0.13%
30 Nov 2020 - 31 Dec 2020
0.13%
31 Oct 2020 - 30 Nov 2020
0.13%
30 Sep 2020 - 31 Oct 2020
0.13%
31 Jul 2020 - 30 Sep 2020
0.13%
30 Jun 2020 - 31 Jul 2020
0.13%
31 May 2020 - 30 Jun 2020
0.13%
30 Apr 2020 - 31 May 2020
0.13%
31 Mar 2020 - 30 Apr 2020
0.40%
29 Feb 2020 - 31 Mar 2020
0.13%
31 Jan 2020 - 29 Feb 2020
0.48%
31 Dec 2019 - 31 Jan 2020
0.48%
30 Nov 2019 - 31 Dec 2019
0.48%
31 Oct 2019 - 30 Nov 2019
0.48%
30 Sep 2019 - 31 Oct 2019
0.48%
31 Aug 2019 - 30 Sep 2019
0.48%
31 Jul 2019 - 31 Aug 2019
0.48%
30 Jun 2019 - 31 Jul 2019
0.48%
31 May 2019 - 30 Jun 2019
0.48%
30 Apr 2019 - 31 May 2019
0.50%
31 Mar 2019 - 30 Apr 2019
0.50%
28 Feb 2019 - 31 Mar 2019
0.50%
31 Jan 2019 - 28 Feb 2019
0.50%
31 Dec 2018 - 31 Jan 2019
0.50%
30 Nov 2018 - 31 Dec 2018
0.50%
31 Oct 2018 - 30 Nov 2018
0.50%
30 Sep 2018 - 31 Oct 2018
0.50%
31 Aug 2018 - 30 Sep 2018
0.50%
31 Jul 2018 - 31 Aug 2018
0.50%
30 Jun 2018 - 31 Jul 2018
0.50%
31 May 2018 - 30 Jun 2018
0.50%
30 Apr 2018 - 31 May 2018
0.50%
31 Mar 2018 - 30 Apr 2018
0.50%
28 Feb 2018 - 31 Mar 2018
0.47%
31 Jan 2018 - 28 Feb 2018
0.40%
31 Dec 2017 - 31 Jan 2018
0.43%
30 Nov 2017 - 31 Dec 2017
0.45%
31 Oct 2017 - 30 Nov 2017
0.51%
Expense ratio, exit load and taxExpense ratio: 0.13%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
Understand termsinfo
Check past data
Minimum investment amountsMin. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500
Fund managementVikrant Mehta
Jun 2019 - Present
View details
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Education
Mr. Mehta is CFA and M.S.
Experience
Prior to joining ITI Mutual Fund, he has worked with Indiabulls AMC, Kotak Mahindra Mutual Fund, AIG India Liaison Office, NVS Brokerage Pvt. Ltd., JM Morgan Stanley Fixed Income Securities Pvt. Ltd. and Mata Securities India Pvt. Ltd.
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Karan Singh
Apr 2018 - Present
View details
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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.
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Indiabulls Ultra Short Term Direct Fund IDCW Weekly
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Indiabulls Short Term Fund Direct IDCW Fortnightly
Indiabulls Short Term Fund Direct IDCW Monthly
Indiabulls Short Term Fund Regular Growth
Indiabulls Short Term Fund Regular IDCW Weekly
Indiabulls Short Term Fund Regular IDCW Monthly
Indiabulls Arbitrage Fund Direct Growth
Indiabulls Arbitrage Fund Regular Growth
Indiabulls Value Fund Direct Growth
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Indiabulls Value Fund Regular Growth
Indiabulls Value Fund Regular IDCW
Indiabulls Savings Income Fund Direct Growth
Indiabulls Savings Income Fund Direct IDCW Monthly
Indiabulls Savings Income Fund Regular IDCW Monthly
Indiabulls Savings Income Fund Regular Growth
Indiabulls Arbitrage Fund Direct IDCW Monthly
Indiabulls Arbitrage Fund Regular IDCW Monthly
Indiabulls Arbitrage Fund Direct IDCW Quarterly
Indiabulls Arbitrage Fund Regular IDCW Quarterly
Indiabulls Arbitrage Fund Direct IDCW Half Yearly
Indiabulls Arbitrage Fund Regular IDCW Half Yearly
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Indiabulls Arbitrage Fund Regular IDCW Yearly
Indiabulls Value Fund Direct IDCW Monthly
Indiabulls Value Fund Regular IDCW Monthly
Indiabulls Value Fund Direct IDCW Quarterly
Indiabulls Value Fund Direct IDCW Half Yearly
Indiabulls Value Fund Regular IDCW Half Yearly
Indiabulls Tax Savings Fund Direct IDCW
Indiabulls Tax Savings Fund Direct Growth
Indiabulls Tax Savings Fund Regular IDCW
Indiabulls Tax Savings Fund Regular Growth
Indiabulls Savings Income Fund Regular IDCW Quarterly
Indiabulls Savings Fund Direct Growth
Indiabulls Savings Fund Regular Growth
Indiabulls Dynamic Bond Fund Direct Growth
Indiabulls Dynamic Bond Fund Regular Growth
Indiabulls Dynamic Bond Fund Direct IDCW Fortnightly
Indiabulls Dynamic Bond Fund Direct IDCW Daily
Indiabulls Equity Hybrid Fund Direct Growth
Indiabulls Equity Hybrid Fund Direct IDCW
Indiabulls Equity Hybrid Fund Direct IDCW Half Yearly
Indiabulls Equity Hybrid Fund Regular IDCW
Indiabulls Equity Hybrid Fund Regular IDCW Monthly
Indiabulls Equity Hybrid Fund Regular Growth
Indiabulls Equity Hybrid Fund Direct IDCW Monthly
Indiabulls Nifty 50 Exchange Traded Fund Growth
Indiabulls Banking And PSU Debt Fund Direct Growth
Indiabulls Banking And PSU Debt Fund Regular Growth
Indiabulls Banking And PSU Debt Fund Regular IDCW Daily
Indiabulls Overnight Fund Direct Growth
Indiabulls Overnight Fund Direct IDCW Fortnightly
Indiabulls Overnight Fund Direct IDCW Monthly
Indiabulls Overnight Fund Regular Growth
Indiabulls Overnight Fund Regular IDCW Daily
Indiabulls Overnight Fund Regular IDCW Monthly
Fund house & investment objective
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Indiabulls Mutual Fund
Rank (total assets)#35 in India
Total AUM701.68 Cr
Date of Incorporation24 Mar 2011
Indiabulls Short Term Fund Direct IDCW Fortnightly is a Debt Mutual Fund Scheme launched by Indiabulls Mutual Fund. This scheme was made available to 
Indiabulls Short Term Fund Direct IDCW Fortnightly is a Debt Mutual Fund Scheme launched by Indiabulls Mutual Fund. This scheme was made available to investors on 24 Mar 2011. Malay Shah is the Current Fund Manager of Indiabulls Short Term Fund Direct IDCW Fortnightly fund. The fund currently has an Asset Under Management(AUM) of ₹702 Cr and the Latest NAV as of 22 Oct 2021 is ₹1,014.17.
The Indiabulls Short Term Fund Direct IDCW Fortnightly is rated Low to Moderate risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500. ...Read more
Investment Objective
The scheme will endeavor to generate stable returns over short term with a low risk strategy while maintaining liquidity through a portfolio comprisin
The scheme will endeavor to generate stable returns over short term with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments.
...Read more
Fund benchmarkCRISIL Short-Term Bond Index
descriptionScheme Information Document(SID)
Fund house contact details
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Address
11th Floor, Indiabulls Finance Centre Tower-1, Senapati Bapat Marg, Elphinstone (West) Mumbai - 400013.
Phone
022-61891300
Launch Date
24 Mar 2011
E-mail
[email protected]
Website
NA
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,
Email
[email protected]
Website
www.karvymfs.com
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	1Y	3Y	5Y	All
Fund returns	4.5%	6.4%	6.8%	8.3%
Category average	4.3%	6.4%	6.4%	NA
Rank with in category	14	20	16	NA

Name	Sector	Instrument	Assets
Gujarat State	Others	SDL	20.8%
GOI	Sovereign	GOI Sec	19.3%
Maharashtra State	Others	SDL	8.0%
Power Finance Corporation Ltd.	Financial	Debenture	8.0%
REC Ltd.	Financial	NCD	7.9%
Tamilnadu State	Others	SDL	6.4%

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

Rating	3
Fund size	₹25.86 Cr