Indiabulls Short Term Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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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 -0.34 3.35 5.80 6.13 6.54 7.39
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 5.80 6.13 6.54 1.43 26.72
ICICI Prudential Short Term Fund - Growth Option Oct 25, 2001 9.90 8.58 8.49 1.16 23,696.47
SBI SHORT TERM DEBT FUND - REGULAR PLAN -GROWTH Jul 26, 2007 8.86 8.22 8.02 0.84 23,311.05
Kotak Bond Short Term Plan-(Growth) May 02, 2002 9.05 8.42 8.04 1.14 19,644.21
HDFC Short Term Debt Fund - Growth Option Jun 25, 2010 10.08 9.04 8.56 0.77 17,927.79
Axis Short Term Fund - Regular Plan - Growth Option Jan 22, 2010 9.26 8.56 8.21 1.01 14,991.72

Fund Holdings as on 31-December-2020

  • CCIL

  • 7.89% Gujarat SDL 15-May-2025

  • 5.22% GOI - 15-Jun-2025

  • Rural Electrification Corporation Ltd **

  • Power Finance Corporation Ltd **

  • Net Receivable/Payable

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  • Miscellaneous

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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 ₹26.72 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 ₹0.92(0.05%)yesterday to ₹1691.3974.

Among its top 3 holdings the fund has exposure to CCIL, 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