Indiabulls Ultra Short Term Fund - Regular - Growth+0.1%

6.7%
1 Year Return
Debt
Ultra Short Duration
4.0 star
1Y
3Y
5Y

Fund Details

Indiabulls Ultra Short Term Fund - Regular - Growth

RiskModerately Low
Min SIP Amount₹500
Expense Ratio0.70%
NAV1757.9 (19-Nov-2018)
Fund Started06-Jan-2012
Fund Size2,501 Cr

Returns

Fund
1Y
3Y
5Y
Indiabulls Ultra Short Term Fund - Regular - Growth
6.7%
7.6% p.a
8.2% 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 6.7% 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. 3Y Returns are higher than the benchmark
    5. 5Y Returns are higher than the benchmark
    6. Exit load is zero
    Cons
    1. 1Y Returns are lower than the benchmark

    Top 10 Holdings

    Name% AssetsSectorInstrumentRating/SizeValue(Cr)
    Tata Motors Finance Solutions Pvt Ltd. (88D)9.1%Financial ServicesCPA1+50.0
    NABARD (90D)9.0%Financial ServicesCPA1+49.8
    8.9 Indiabulls Housing Finance Ltd. Jun 27 2019 9.0%Financial ServicesDebenturesAAA49.7
    Vedanta Ltd. (91D)9.0%MetalsCPA1+49.6
    Dewan Housing Finance Corporation Ltd.5.9%Financial ServicesZCBAAA32.4
    CBLO(CCIL)5.2%Current AssetsMoney Market--28.8
    Yes Bank Ltd.4.5%Financial ServicesCDA1+25.0
    Axis Finance Ltd. (59D)4.5%Financial ServicesCPA1+24.9
    IDFC Bank Ltd.4.5%Financial ServicesCDA1+24.9
    Aditya Birla Capital Ltd. (74D)4.5%Financial ServicesCPA1+24.9
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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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