Fund Details
Indiabulls Short Term Fund Direct Dividend Monthly
| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.13% |
| NAV | ₹1013.83 (27 Nov 2020) |
|---|---|
| Fund Started | 13 Sep 2013 |
| Fund Size | ₹23 Cr |
Returns
as per Historical Returns
Comparison
1. Lower expense ratio - 0.13%
2. Exit load is zero
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
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
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Gujarat State | Others | SDL | 24.1% |
| Reliance Industries Ltd. | Energy | Debenture | 11.6% |
| Power Finance Corpn. Ltd. | Financial | Debenture | 11.5% |
| REC Ltd. | Financial | NCD | 11.4% |
| Maharashtra State | Others | SDL | 9.8% |
| HDFC Bank Ltd. | Financial | Bonds | 4.6% |
Fund Managers
Indiabulls Short Term Fund Direct Dividend Monthly Details
Indiabulls Short Term Fund Direct Dividend Monthly 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 Dividend Monthly fund.The fund currently has an Asset Under Management(AUM) of ₹23 Cr and the Latest NAV as of 27 Nov 2020 is ₹1013.83.
The Indiabulls Short Term Fund Direct Dividend Monthly is rated Moderate risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500.
Investment Objective
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.
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.
