Indiabulls Short Term Fund Direct Growth+0.07%

3
5.66%
1 Year Return
Debt
Short Duration
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Indiabulls Short Term Fund Direct Growth

RiskModerate
Min SIP Amount₹500
Expense Ratio0.13%
NAV1785.36 (03 Jul 2020)
Fund Started13 Sep 2013
Fund Size32 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Indiabulls Short Term Fund Direct Growth
5.7%
7.4%
8.4%
8.9%
Category Average
7.6%
5.5%
6.6%
-
Rank within category
23
15
14
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 5.7% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the category
    2. Lower expense ratio - 0.13%
    3. 3Y Returns are higher than the category average returns
    4. 5Y Returns are higher than the category average returns
    5. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. 1Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec42.1%
    GOISovereignGOI Sec13.2%
    Canara BankFinancialCD9.5%
    Reserve Bank of IndiaFinancialT-Bills9.4%
    GOISovereignGOI Sec6.8%
    Bank Of BarodaFinancialCD6.3%
    GOISovereignGOI Sec5.1%

    Fund Managers

    addVikrant Mehta
    Education
    Mr. Mehta is CFA and M.S.
    Experience
    Prior to joining Indiabulls AMC he has worked with 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.
    Funds Managed
    addKaran Singh
    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.
    Funds Managed

    Indiabulls Short Term Fund Direct Growth Details

    Indiabulls Short Term Fund Direct Growth is a Debt Mutual Fund Scheme launched by Indiabulls Mutual Fund. This scheme was made available to investors on 13 Sep 2013. Malay Shah is the Current Fund Manager of Indiabulls Short Term Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹32 Cr and the Latest NAV as of 03 Jul 2020 is ₹1785.36.

    The Indiabulls Short Term Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500.

    Investment Objective

    To generate income and/ or capital appreciation by investing in wide range of Debt and Money Market instruments having maturity in line with maturity of the respective plans under the scheme. The maturity of all instruments shall be equal to or less than the maturity of the respective plans under the scheme. However, there can be no assurance that the investment objective of the scheme will be achieved.

    Tax Implications

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

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Nil
    Exit Load

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    About Indiabulls Mutual Fund

    Address
    11th Floor, Indiabulls Finance Centre Tower-1, Senapati Bapat Marg, Elphinstone (West) Mumbai - 400013.
    Phone
    022-61891300
    Launch Date
    24 Mar 2011
    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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