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

You can easily invest in Indiabulls Short Term Fund Direct IDCW Monthly 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 Monthly 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 Monthly as SIP or lumpsum as per your investment objective and risk tolerance

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

The Indiabulls Short Term Fund Direct IDCW Monthly has been there from 13 Sep 2013 and the average annual returns provided by this fund is 3.81% since its inception.

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

The term Expense Ratio used for Indiabulls Short Term Fund Direct IDCW Monthly 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 Monthly is 0.38% as of 28 Jan 2023...

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

The AUM, short for Assets Under Management of Indiabulls Short Term Fund Direct IDCW Monthly is ₹20.16Cr as of 28 Jan 2023.

How to Redeem Indiabulls Short Term Fund Direct IDCW Monthly?

If you want to sell your Indiabulls Short Term Fund Direct IDCW Monthly 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 Monthly?

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

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

The NAV of Indiabulls Short Term Fund Direct IDCW Monthly is ₹1,014.12 as of 27 Jan 2023.

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

The PE ratio ratio of Indiabulls Short Term Fund Direct IDCW Monthly 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).

Indiabulls Short Term Fund Direct IDCW Monthly - NAV, Mutual Fund Performance & Portfolio

Indiabulls Short Term Fund Direct IDCW Monthly
Debt
Short Duration
Low to Moderate Risk
Payout
4.96%
3Y annualised
-0.04% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 27 Jan 2023₹1,014.12
Min. SIP amount₹500
Rating2
Fund size₹20.16Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
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 returns3.8%5.0%6.0%7.6%
Category average4.4%5.6%5.8%NA
Rank with in category192315NA
Understand terms
Holdings (8)NameSectorInstrumentAssets
Gujarat State
OthersSDL25.1%
GOI
SovereignGOI Sec23.6%
Power Finance Corporation Ltd.FinancialDebenture9.9%
Maharashtra State
OthersSDL9.6%
Indiabulls Housing Finance Ltd.FinancialDebenture9.5%
Tamilnadu State
OthersSDL7.6%
Reserve Bank of India
FinancialT-Bills4.9%
HDFC Bank Ltd.
FinancialFixed Deposits3.0%
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 cons
Category: Debt Short Duration
Pros
Cons
Exit load is zero
Consistently lower annualised returns than category average for the past 1Y and 3Y
Lower expense ratio: 0.38%
Low rating: 2
Average credit rating of the fund's holdings: AAA
This fund has holdings of the highest quality
5Y annualised returns higher than category average by 0.12%
Higher alpha: 4.11
The fund has generated returns higher than benchmark - CRISIL Short Duration Fund BII Index - in the last 3Y 
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
30 Nov 2022 - Present
0.38%
30 Nov 2022 - 30 Nov 2022
0.38%
31 Oct 2022 - 30 Nov 2022
0.38%
31 Oct 2022 - 31 Oct 2022
0.38%
31 Oct 2022 - 31 Oct 2022
0.38%
30 Sep 2022 - 31 Oct 2022
0.38%
30 Sep 2022 - 30 Sep 2022
0.38%
30 Sep 2022 - 30 Sep 2022
0.38%
31 Aug 2022 - 30 Sep 2022
0.13%
31 Aug 2022 - 31 Aug 2022
0.13%
31 Jul 2022 - 31 Aug 2022
0.13%
31 Jul 2022 - 31 Jul 2022
0.13%
30 Jun 2022 - 31 Jul 2022
0.13%
30 Jun 2022 - 30 Jun 2022
0.13%
31 May 2022 - 30 Jun 2022
0.13%
31 May 2022 - 31 May 2022
0.13%
30 Apr 2022 - 31 May 2022
0.13%
31 Mar 2022 - 30 Apr 2022
0.13%
31 Mar 2022 - 31 Mar 2022
0.13%
28 Feb 2022 - 31 Mar 2022
0.13%
28 Feb 2022 - 28 Feb 2022
0.13%
31 Jan 2022 - 28 Feb 2022
0.13%
31 Jan 2022 - 31 Jan 2022
0.13%
31 Dec 2021 - 31 Jan 2022
0.13%
30 Nov 2021 - 31 Dec 2021
0.13%
31 Oct 2021 - 30 Nov 2021
0.13%
30 Sep 2021 - 31 Oct 2021
0.13%
31 Aug 2021 - 30 Sep 2021
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: 0.38%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 terms
Check past data
Minimum investment amountsMin. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500
Fund managementKaran 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.
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Fund house & investment objective
Indiabulls Mutual Fund
Rank (total assets)#35 in India
Total AUM₹543.02Cr
Date of Incorporation10 Apr 2008
 Indiabulls Short Term Fund Direct IDCW Monthly is a Debt Mutual Fund Scheme launched by Indiabulls Mutual Fund. This scheme was made available to investors on 10 Apr 2008. Malay Shah is the Current Fund Manager of Indiabulls Short Term Fund Direct IDCW Monthly fund. The fund currently has an Asset Under Management(AUM) of ₹543 Cr and the Latest NAV as of 27 Jan 2023 is ₹1,014.12.
The Indiabulls Short Term Fund Direct IDCW Monthly is rated Low to Moderate risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500.
;
Investment ObjectiveThe 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.
;
Fund benchmarkCRISIL Short Duration Fund BII Index
Scheme Information Document(SID)
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
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
Compare funds
Indiabulls Short Term Fund Direct IDCW Monthly
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	3.8%	5.0%	6.0%	7.6%
Category average	4.4%	5.6%	5.8%	NA
Rank with in category	19	23	15	NA

Name	Sector	Instrument	Assets
Gujarat State	Others	SDL	25.1%
GOI	Sovereign	GOI Sec	23.6%
Power Finance Corporation Ltd.	Financial	Debenture	9.9%
Maharashtra State	Others	SDL	9.6%
Indiabulls Housing Finance Ltd.	Financial	Debenture	9.5%
Tamilnadu State	Others	SDL	7.6%
Reserve Bank of India	Financial	T-Bills	4.9%
HDFC Bank Ltd.	Financial	Fixed Deposits	3.0%

Rank (total assets)	#35 in India
Total AUM	₹543.02Cr

Date of Incorporation	10 Apr 2008

Fund benchmark	CRISIL Short Duration Fund BII Index

Vaishnavi Tech Park, 3rd Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	₹500
Min. for 2nd investment onwards	₹500

Rating	2
Fund size	₹20.16Cr

Indiabulls Short Term Fund Direct IDCW Monthly

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (8)

Disclaimer

Pros and cons

Pros

Cons

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.38%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Karan SinghApr 2018 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Karan Singh
Apr 2018 - Present
View details