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Indiabulls Short Term Fund Regular IDCW Weekly

Debt
Short Duration
Low to Moderate Risk
3.27%
1Y return
+0.04% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 03 Aug 2021₹1,013.29
Min. SIP Amount₹500
Rating2star
Fund Size₹25.81 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Debt Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.3%5.3%5.9%7.1%
Category average4.3%6.4%6.4%NA
Rank with in category261815NA
Understand termsinfo

Holdings (4)

NameSectorInstrumentAssets
Gujarat State
OthersSDL20.8%
GOI
SovereignGOI Sec19.1%
REC Ltd.FinancialNCD8.0%
Power Finance Corporation Ltd.
FinancialDebenture8.0%

Pros and cons

Category: Debt Short Duration

Pros

  • Exit load is zero

Cons

  • Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
  • 1Y Returns are lower than the category average returns
  • 3Y Returns are lower than the category average returns
  • 5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 1.43%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

Vikrant Mehta
Jun 2019 - Present
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Karan Singh
Apr 2018 - Present
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Fund house & investment objective

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Fund house contact details

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