Indiabulls Ultra Short Term Fund Dividend Monthly+0.02%

3Groww
7.96%
1 Year Return
Debt
Ultra Short Duration
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Indiabulls Ultra Short Term Fund Dividend Monthly

RiskModerately Low
Min SIP Amount₹500
Expense Ratio0.69%
NAV1009.4 (23 Aug 2019)
Fund Started06 Jan 2012
Fund Size85 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Indiabulls Ultra Short Term Fund Dividend Monthly
8.0%
7.5%
8.1%
8.5%
Category Average
6.2%
6.5%
7.3%
-
Rank within category
12
5
5
-
*All returns are annualized.
SIP
Lumpsum
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 8.0% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the category
    2. Risk is lower compared to the benchmark
    3. 3Y Returns are higher than the benchmark
    4. 5Y Returns are higher than the benchmark
    5. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low

    Top Holdings

    NameSectorInstrument% Assets
    Bank Of BarodaFinancialCD20.2%
    State Bank of IndiaFinancialBonds20.1%
    Talwandi Sabo Power Ltd.EngineeringBonds14.1%
    Axis Bank Ltd.FinancialCD13.5%
    Tata Capital Financial Services Ltd.FinancialDebenture7.1%
    Union Bank of IndiaFinancialCD7.0%
    LIC Housing Finance Ltd.FinancialDebenture4.2%
    See All

    Fund Managers

    addVikrant Mehta
    Education
    Mr. Mehta is CFA and M.S.
    Experience
    Prior to joining Indiabulls AMC he has worked with AIG Global Asset Management Company (India) Pvt. Ltd., 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 this, he has worked as Head- Fixed Income with Peerless Funds Management Co. Ltd.and as Senior Dealer - Fixed Income Group with Derivium Capital..
    Funds Managed

    Other Details

    Indiabulls Ultra Short Term Fund Dividend Monthly is a Debt Mutual Fund Scheme launched by Indiabulls Mutual Fund. This scheme was introduced to investors on 06 Jan 2012. Malay Shah is the Current Fund Manager of Indiabulls Ultra Short Term Fund Dividend Monthly.The fund currently has an Asset Under Management(AUM) of ₹85 Cr and the Latest NAV as of 23 Aug 2019 is ₹1009.4.

    The Indiabulls Ultra Short Term Fund Dividend Monthly is rated Moderately Low risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. Nil.

    Investment Objective

    To provide liquidity with returns commensurate with low risk through a portfolio of money market and debt securities.

    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)

    ₹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
    23 Mar 2011
    Indiabulls Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
    Enter investment amount
    + ₹1,000
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    + ₹10,000
    ONE TIME
    MONTHLY SIP
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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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