Indiabulls Ultra Short Term Fund Growth+0.01%

3
6.00%
1 Year Return
Debt
Ultra Short Duration
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Indiabulls Ultra Short Term Fund Growth

RiskModerately Low
Min SIP Amount₹500
Expense Ratio0.66%
NAV₹1991.36 (25 Sep 2020)
Fund Started06 Jan 2012
Fund Size₹22 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Indiabulls Ultra Short Term Fund Growth
6.0%
6.8%
7.4%
8.2%
Category Average
6.1%
6.0%
6.6%
-
Rank within category
11
7
4
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month₹5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    ₹0
    with 6.0% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the category
    2. Risk-adjusted returns are higher compared to the category
    3. Risk is lower compared to the benchmark
    4. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. 1Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Axis Bank Ltd.FinancialCD81.9%

    Fund Managers

    addVikrant Mehta
    Education
    Mr. Mehta is CFA and M.S.
    Experience
    Prior to joining Indiabulls AMC he has worked with Kotak Mahindra Mutual Fund, AIG India Liaison Office, NVS Brokerage Pvt. Ltd., JM Morgan Stanley Fixed Income Securities Pvt. Ltd. and Mata Securities India Pvt. Ltd.
    Funds Managed
    addMalay Shah
    Education
    Mr. Shah is a B.Com and MMS.
    Experience
    Prior to joining Indiabulls Mutual Fund, he has worked as Head- Fixed Income with Essel Mutual Fund.and as Senior Dealer - Fixed Income Group with Derivium Capital.
    Funds Managed
    addKaran Singh
    Education
    Mr. Singh is B.A (Honours) in Economics, PGDBF & CFA - Level 1
    Experience
    Prior to joining IndiaBulls Mutual Fund he has worked with Taurus Corporate Advisory Services Ltd., DIOS Capital, Invesco Asset Management Company Ltd., Fidelity Investments and ICRA Ltd.
    Funds Managed
    addSourabh Sharma
    Education
    Experience
    Funds Managed

    Indiabulls Ultra Short Term Fund Growth Details

    Indiabulls Ultra Short Term Fund Growth is a Debt Mutual Fund Scheme launched by Indiabulls Mutual Fund. This scheme was made available to investors on 06 Jan 2012. Malay Shah is the Current Fund Manager of Indiabulls Ultra Short Term Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹22 Cr and the Latest NAV as of 25 Sep 2020 is ₹1991.36.

    The Indiabulls Ultra Short Term Fund Growth is rated Moderately Low risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500.

    Investment Objective

    The scheme seeks to provide liquidity with returns commensurate with low risk through a portfolio of money market and debt securities such that the Macaulay duration of the portfolio is between 3 months-6 months.

    Tax Implications

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

    Scheme Information Document(SID)

    Click here
    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Nil
    Exit Load

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    About Indiabulls Mutual Fund

    Address
    11th Floor, Indiabulls Finance Centre Tower-1, Senapati Bapat Marg, Elphinstone (West) Mumbai - 400013.
    Phone
    022-61891300
    Launch Date
    24 Mar 2011
    E-mail
    customercare@indiabullsamc.com
    Website
    NA
    Indiabulls Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Email
    mfshyderabad@karvy.com
    Website
    www.karvymfs.com
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