Indiabulls Short Term Fund - Growth - Regular Plan

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  • 0.06 %Nav, as on 03-07-2020

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  • Net Change on 03-07-2020

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  • Assets (Cr.)

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The Scheme will endeavor to generate stable returns over short term with a low risk strategy while maintaining liquidity through a portfolio comprising debt and money market instruments such that the Macaulay duration of the portfolio is between 1 year - 3 years. However, there can be no assurance that the investment objective of the scheme will be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Indiabulls Short Term Fund - Regular Plan - Growth Option 10.11 9.55 4.47 6.23 7.14 7.63
Crisil 1 Yr T-Bill Index N/A N/A N/A N/A N/A N/A
Crisil Short Term Bond Fund Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Annualised, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Indiabulls Short Term Fund - Regular Plan - Growth Option Sep 13, 2013 Unrated 4.47 6.23 7.14 1.43 31.69
SBI SHORT TERM DEBT FUND - REGULAR PLAN -GROWTH Jul 26, 2007 11.37 8.09 8.32 0.84 14,265.65
ICICI Prudential Short Term Fund - Growth Option Oct 25, 2001 11.33 8.04 8.63 1.15 13,648.69
IDFC Bond Fund - Short Term Plan - Regular Plan-Growth Dec 14, 2000 11.51 8.41 8.29 0.80 12,511.29
Kotak Bond Short Term Plan-(Growth) May 02, 2002 11.08 8.14 8.25 1.13 10,534.43
HDFC Short Term Debt Fund - Growth Option Jun 25, 2010 11.82 8.74 8.65 0.39 10,323.59

Fund Holdings as on 31-May-2020

  • 6.17% GOI 15-Jul-2021

  • 6.18% GOI - 04-Nov-2024

  • Canara Bank

  • 77 Days Cash Management Bill 16-Jun-2020

  • 7.37% GOI 16-APR-2023

  • Bank of Baroda

  • 7.27% GOI 08-Apr-2026

  • CCIL

  • Net Receivable/Payable

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  • Miscellaneous

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  • Cash

  • CRISIL A1+

  • FITCH A1+

  • SOV

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About Indiabulls Short Term Fund

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Scheme Analysis

Indiabulls Short Term Fund is a Debt - Short Duration Fund fund and belongs to Indiabulls Mutual Fund. It was launched on 13-Sep-2013 and currently has an AUM of ₹31.69 crore. Indiabulls Short Term Fund is benchmarked against Crisil 1 Yr T-Bill Index as primary index and Crisil Short Term Bond Fund Index as secondary index.

The NAV of Indiabulls Short Term Fund ended up ₹1.04(0.06%)yesterday to ₹1649.9.

Among its top 3 holdings the fund has exposure to 6.17% GOI 15-Jul-2021, and

The Indiabulls Short Term Fund is managed by Karan Singh .

Fund House Contact

11th Fl.,Tower-1,Indiabulls Finance Centre, Senapati Bapat Marg,Elphinstone Mills Comp.,Elphinstone(W) Mumbai - 400 013

022-30866253
022-66589925