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Indiabulls Ultra Short Term Direct Fund IDCW Weekly

Debt
Ultra Short Duration
Low Risk
4.74%
1Y return
+0.04% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 31 Mar 2021₹1,025.59
Min. SIP Amount₹500
Rating4star
Fund Size₹18.05 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 Ultra Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns4.7%6.7%7.3%8.2%
Category average3.7%5.5%5.9%NA
Rank with in category1965NA
Understand termsinfo

Holdings (1)

NameSectorInstrumentAssets
Reserve Bank of India
FinancialT-Bills81.3%

Pros and cons

Category: Debt Ultra Short Duration

Pros

  • Lower expense ratio - 0.11%
  • 1Y Returns are higher than the category average returns
  • 3Y Returns are higher than the category average returns
  • 5Y Returns are higher than the category average returns
  • Exit load is zero

Cons

  • Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low

Expense ratio, exit load and tax

Expense ratio: 0.11%

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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Malay Shah
Aug 2014 - Present
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Karan Singh
May 2020 - Present
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Fund house & investment objective

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Fund house contact details

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