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Indiabulls Short Term Fund Regular Growth-0.01%

5.86%
1 Year Return
Debt
Short Duration
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Indiabulls Short Term Fund Regular Growth

RiskModerate
Min SIP Amount₹500
Expense Ratio1.43%
NAV₹1690.48 (22 Jan 2021)
Fund Started13 Sep 2013
Fund Size27 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
5.9%
6.1%
6.5%
7.4%
Category Average
8.2%
6.5%
6.9%
-
Rank Within Category
24
15
15
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 5.9% returns per annum

Comparison

Data not available
Pros
1. Exit load is zero
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Risk-adjusted returns are lower compared to the category
3. Risk is higher compared to the benchmark
4. 1Y Returns are lower than the benchmark
5. 3Y Returns are lower than the benchmark
6. 5Y Returns are lower than the benchmark
7. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
8. Risk-adjusted returns are lower compared to the category
9. 1Y Returns are lower than the category average returns
10. 3Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Gujarat StateOthersSDL20.5%
GOISovereignGOI Sec18.8%
REC Ltd.FinancialNCD7.9%
Power Finance Corpn. Ltd.FinancialDebenture7.8%

Fund Managers

Vikrant Mehta
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Karan Singh
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Indiabulls Short Term Fund Regular Growth Details

Indiabulls Short Term Fund Regular 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 Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹27 Cr and the Latest NAV as of 22 Jan 2021 is ₹1690.48.

The Indiabulls Short Term Fund Regular Growth 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.

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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