Indiabulls Short Term Fund - Growth - Regular Plan

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    Indiabulls Short Term Fund - Growth - Regular Plan 2 PersonalFN

  • 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 4.09 -2.89 5.20 6.07 7.32 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 5.20 6.07 7.32 1.48 54.52
ICICI Prudential Short Term Fund - Growth Option Oct 25, 2001 9.56 6.91 7.95 1.15 11,813.21
Franklin India Short-Term Income Plan-Growth Jan 31, 2002 4.60 7.09 7.72 1.49 11,589.77
IDFC Bond Fund - Short Term Plan - Regular Plan-Growth Dec 14, 2000 10.12 7.30 7.77 0.79 11,355.67
Kotak Bond Short Term Plan-(Growth) May 02, 2002 9.67 6.91 7.70 1.14 10,396.98
HDFC Short Term Debt Fund - Growth Option Jun 25, 2010 9.68 7.59 8.16 0.39 9,702.22

Fund Holdings as on 30-November-2019

  • Forbes Technosys Ltd

  • IDFC First Bank Ltd

  • Hindustan Petroleum Corporation Ltd

  • Chennai Petroleum Corporation Ltd

  • Indian Bank

  • Indiabulls Housing Finance Ltd

  • LIC Housing Finance Ltd

  • Axis Bank Ltd

  • Net Receivable/Payable

  • CCIL

  • NABARD

  • 6.45% GOI 07-Oct-2029

  • Power Finance Corporation Ltd

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  • Miscellaneous

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About Indiabulls Short Term Fund

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 ₹54.52 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 ₹0.05(0%)yesterday to ₹1583.45.

Among its top 3 holdings the fund has exposure to Forbes Technosys Ltd, IDFC First Bank Ltd and Hindustan Petroleum Corporation Ltd

The Indiabulls Short Term Fund is managed by Vikrant Mehta and 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

Fund Manager

  • Cash

  • CRISIL A1+

  • CRISIL AAA

  • ICRA A(SO)

  • ICRA A1+

  • ICRA AA+

  • ICRA AAA

  • IND A1+

  • Sovereign

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