Indiabulls Short Term Fund - Growth - Direct Plan

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  • Net Change on 06-08-2020

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Fund Overview Growth | Direct 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 - Direct Plan - Growth Option 8.21 8.38 5.47 7.24 8.31 8.85
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 - Direct Plan - Growth Option Sep 16, 2013 5.47 7.24 8.31 0.13 31.68
ICICI Prudential Short Term Fund - Direct Plan - Growth Option Jan 01, 2013 12.02 8.84 9.54 0.40 15,234.37
SBI SHORT TERM DEBT FUND - DIRECT PLAN -GROWTH Jan 01, 2013 11.18 8.59 8.93 0.34 14,777.08
IDFC Bond Fund - Short Term Plan - Direct Plan-Growth Jan 01, 2013 11.32 8.81 8.81 0.28 12,715.90
Kotak Bond Short Term Plan-(Growth) - Direct Jan 01, 2013 11.54 8.97 9.23 0.28 11,857.78
HDFC Short Term Debt Fund - Growth Option - Direct Plan Jan 01, 2013 11.87 8.97 8.91 0.24 11,137.66

Fund Holdings as on 30-June-2020

  • CCIL

  • 8.16% Gujarat SDL 30-Jan-2029

  • 7.89% Gujarat SDL 15-May-2025

  • Reliance Industries Limited

  • Power Finance Corporation Ltd

  • Rural Electrification Corporation Ltd

  • 8.14% Maharashtra SDL 27-May-2025

  • Net Receivable/Payable

  • HDFC Bank Ltd

  • Larsen & Toubro Ltd

  • Bajaj Finance Ltd

  • 6.17% GOI 15-Jul-2021

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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 16-Sep-2013 and currently has an AUM of ₹31.68 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 down ₹-0.47(-0.03%)yesterday to ₹1798.1327.

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