Fund Details
Indiabulls Short Term Fund Regular Growth
| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.43% |
| NAV | ₹1690.48 (22 Jan 2021) |
|---|---|
| Fund Started | 13 Sep 2013 |
| Fund Size | ₹27 Cr |
Returns
Comparison
1. Exit load is zero
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
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Gujarat State | Others | SDL | 20.5% |
| GOI | Sovereign | GOI Sec | 18.8% |
| REC Ltd. | Financial | NCD | 7.9% |
| Power Finance Corpn. Ltd. | Financial | Debenture | 7.8% |
Fund Managers
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.
