Indiabulls Ultra Short Term Fund - Direct - Growth+0.0%

7.7%
1 Year Return
Debt
Ultra Short Duration
4.0 star
1Y
3Y
5Y

Fund Details

Indiabulls Ultra Short Term Fund - Direct - Growth

RiskModerately Low
Min SIP Amount₹500
Expense Ratio0.30%
NAV1834.0 (17-Jan-2019)
Fund Started01-Jan-2013
Fund Size552 Cr

Returns

Fund
1Y
3Y
5Y
Indiabulls Ultra Short Term Fund - Direct - Growth
7.7%
8.2% p.a
8.7% 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 7.7% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the caregory
    2. Risk-adjusted returns are higher compared to the caregory
    3. Risk is lower compared to the benchmark
    4. Lower expense ratio
    5. 3Y Returns are higher than the benchmark
    6. 5Y Returns are higher than the benchmark
    7. Exit load is zero
    Cons
    Found nothing so far.

    Top 10 Holdings

    Name% AssetsSectorInstrumentRating/SizeValue(Cr)
    Indiabulls Housing Finance Ltd.9.0%FinancialDebentureAAA49.9
    Talwandi Sabo Power Ltd.9.0%EngineeringBondsAA49.8
    Cholamandalam Investment & Finance Co. Ltd.8.8%FinancialCPA1+48.7
    Dewan Housing Finance Corpn. Ltd.6.0%FinancialDebentureAAA33.0
    Axis Bank Ltd.5.3%FinancialCDA1+29.5
    Small Industries Devp. Bank of India Ltd.4.6%FinancialCDA1+25.4
    Shapoorji Pallonji Co. Ltd.4.5%ConstructionCPA1+25.0
    Bharti Airtel Ltd.4.5%CommunicationCPA1+24.7
    Edelweiss Commodities Services Ltd.4.5%FinancialCPA1+24.6
    HDB Financial Services Ltd.4.5%FinancialCPA1+24.6
    keyboard_arrow_right

    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
    Similar Funds
    Data not available
    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.
    MOST POPULAR ON GROWW
    MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | RELIANCE  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP BLACKROCK  | AXIS  | TATA  | L&T  | SUNDARAM  | DHFL PRAMERICA  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | ESSEL  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | ESCORTS  |