Indiabulls Short Term Fund - Growth - Regular Plan

Other Plans and Options
  • 0.04 %Nav, as on 26-10-2020

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  • Net Change on 26-10-2020

  • 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 14.69 4.43 5.94 6.02 6.75 7.54
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 5.94 6.02 6.75 1.43 22.65
ICICI Prudential Short Term Fund - Growth Option Oct 25, 2001 10.83 8.26 8.46 1.16 18,945.66
SBI SHORT TERM DEBT FUND - REGULAR PLAN -GROWTH Jul 26, 2007 9.83 8.06 8.12 0.84 16,743.03
Kotak Bond Short Term Plan-(Growth) May 02, 2002 10.13 8.27 8.10 1.14 14,379.44
HDFC Short Term Debt Fund - Growth Option Jun 25, 2010 11.16 8.91 8.63 0.76 13,568.53
IDFC Bond Fund - Short Term Plan - Regular Plan-Growth Dec 14, 2000 9.86 8.32 8.08 0.80 13,333.57

Fund Holdings as on 30-September-2020

  • 7.89% Gujarat SDL 15-May-2025

  • CCIL

  • Reliance Industries Limited

  • Rural Electrification Corporation Ltd

  • Power Finance Corporation Ltd

  • 8.14% Maharashtra SDL 27-May-2025

  • Net Receivable/Payable

  • HDFC Bank Ltd

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  • Miscellaneous

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  • Cash

  • CRISIL AA+

  • CRISIL AAA

  • Sovereign

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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 ₹22.65 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 ₹0.69(0.04%)yesterday to ₹1677.5988.

Among its top 3 holdings the fund has exposure to 7.89% Gujarat SDL 15-May-2025, 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