Indiabulls Short Term Fund - Growth - Regular Plan

Other Plans and Options
  • 0.04 %Nav, as on 17-01-2020

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  • Net Change on 17-01-2020

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 7.03 3.38 4.77 6.01 7.30 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 4.77 6.01 7.30 1.48 39.27
ICICI Prudential Short Term Fund - Growth Option Oct 25, 2001 9.60 6.98 7.95 1.15 12,353.65
IDFC Bond Fund - Short Term Plan - Regular Plan-Growth Dec 14, 2000 9.61 7.26 7.74 0.79 11,757.34
Franklin India Short-Term Income Plan-Growth Jan 31, 2002 -0.44 5.46 6.70 1.52 10,964.46
Kotak Bond Short Term Plan-(Growth) May 02, 2002 9.43 6.91 7.71 1.13 10,602.30
HDFC Short Term Debt Fund - Growth Option Jun 25, 2010 9.55 7.65 8.16 0.39 10,518.92

Fund Holdings as on 31-December-2019

  • Forbes Technosys Ltd

  • IDFC First Bank Ltd

  • CCIL

  • 6.84% GOI - 19-Dec-2022

  • Net Receivable/Payable

  • 7.57% GOI 17-Jun-2033

  • National Highways Authority of India

  • NABARD

  • 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 ₹39.27 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 ₹0.67(0.04%)yesterday to ₹1595.1522.

Among its top 3 holdings the fund has exposure to Forbes Technosys Ltd, and

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 AAA

  • ICRA A1+

  • ICRA AAA

  • ICRA BBB+(SO)

  • Sovereign

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