Indiabulls Short Term Fund - Regular - Growth+0.1%

5.9%
1 Year Return
Debt
Short Duration
4.0 star
1Y
3Y
5Y

Fund Details

Indiabulls Short Term Fund - Regular - Growth

RiskLow
Min SIP Amount₹500
Expense Ratio1.50%
NAV1491.2 (14-Nov-2018)
Fund Started13-Sep-2013
Fund Size527 Cr

Returns

Fund
1Y
3Y
5Y
Indiabulls Short Term Fund - Regular - Growth
5.9%
7.1% p.a
7.9% p.a

SIP Calculator

I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 5.9% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the caregory
    2. 3Y Returns are higher than the benchmark
    3. Exit load is zero
    Cons
    1. Risk is higher compared to the benchmark
    2. 1Y Returns are lower than the benchmark

    Top 10 Holdings

    Name% AssetsSectorInstrumentRating/SizeValue(Cr)
    1.25 Tanglin Developments Ltd. Jan 23 2020 11.3%ServicesDebenturesA-(SO)23.8
    10.38 Forbes Technosys Ltd. Mar 20 2020 10.4%Industrial ManufacturingDebenturesAA-(SO)22.0
    10.25 Indiabulls Real Estate Sep 28 2019 9.5%ConstructionDebenturesAA-20.0
    9.4 Reliance Broadcast Network Ltd. Apr 12 2019 9.3%Media & EntertainmentDebenturesAA+(SO)19.6
    11.28 Reliance Big Entertainment Pvt. Ltd. Apr 26 2019 9.1%Media & EntertainmentDebenturesAA+(SO)19.2
    8.65 Avanse Financial Services Ltd. Nov 2 2020 8.4%Financial ServicesDebenturesAA+(SO)17.6
    CBLO(CCIL)8.1%Current AssetsMoney Market--17.0
    State Bank of India5.5%Financial ServicesFRBAAA11.4
    Dewan Housing Finance Corporation Ltd.4.8%Financial ServicesZCBAAA10.1
    7.85 Indiabulls Housing Finance Ltd. Jun 17 2019 4.7%Financial ServicesDebenturesAAA9.9
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    About Indiabulls Mutual Fund

    Indiabulls Mutual Fund started their mutual fund on 24/03/2011 and its managing total assets of Rs. 10,577 Cr. Its ranked at 24 as per total assets at end of 30th Sep 2017.

    Indiabulls Mutual Fund believes in creating value for customers by striking a balance between liquidity, good returns and keeping investor funds safe and transparent.

    The fund house was established on March 24th, 2011 and has a current asset under management of Rs.7992.42 crore. (As of June 2018). Indiabulls Trustee Company Ltd.acts as the trustee company to the asset management company.

    The mutual fund offers various schemes in different categories and aims to follow a risk- reward paradigm. With a wide array of mutual across various market categorization, it has targeted investors of different needs and financial goals. Indiabulls Mutual Fund believes in four core values, which are, customer comes first, transparency, integrity and professionalism.

    It is located in 110 towns and has 220 established branches across the country.

    Launch Date23 Mar 2011
    Address11th Floor, Indiabulls Finance Centre Tower-1, Senapati Bapat Marg, Elphinstone (West) Mumbai - 400013.
    Assets10,577 Cr
    SponsorNA
    Phone022-61891300
    Emailcustomercare@indiabullsamc.com
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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