Home>Mutual Funds>Indiabulls Mutual Fund>Indiabulls Short Term Fund Direct Growth

Indiabulls Short Term Fund Direct Growth

Debt
Short Duration
Low to Moderate Risk
6.44%
3Y annualised
-0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 Oct 2021₹1,902.70
Min. SIP amount₹500
Rating3star
Fund size₹25.86 Cr

Returns and rankings

Category: 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
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Holdings (6)

NameSectorInstrumentAssets
Gujarat State
OthersSDL20.8%
GOI
SovereignGOI Sec19.3%
Maharashtra State
OthersSDL8.0%
Power Finance Corporation Ltd.
FinancialDebenture8.0%
FinancialNCD7.9%
Tamilnadu State
OthersSDL6.4%

Pros and cons

info
Category: Debt Short Duration
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Pros

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
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Cons

Lower AUM: 25Cr. Funds with lower AUM tend to have higher expense ratio

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 termsinfo
Check past data

Minimum investment amounts

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

Fund management

Vikrant Mehta
Jun 2019 - Present
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Karan Singh
Apr 2018 - Present
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Fund house & investment objective

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Fund house contact details

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