Indiabulls Ultra 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 (₹)

  • 52 Week Low Nav (₹)

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Fund Objective

To provide liquidity with returns commensurate with low risk through a portfolio of money market and debt securities such that the Macaulay duration of the portfolio is between 3 months - 6 months.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Indiabulls Ultra Short Term Fund - Growth Option 5.04 7.36 7.03 7.16 7.62 8.36
Crisil 1 Yr T-Bill Index N/A N/A N/A N/A N/A N/A
CRISIL Ultra Short Term Debt 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 Ultra Short Term Fund - Growth Option Jan 06, 2012 7.03 7.16 7.62 0.66 24.67
Aditya Birla Sun Life Savings Fund - Discipline Advantage Plan Jun 23, 2009 8.68 8.14 8.35 0.45 12,902.24
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Apr 16, 2003 8.27 7.84 8.18 0.45 12,902.24
SBI MAGNUM ULTRA SHORT DURATION FUND - REGULAR PLAN - GROWTH May 19, 1999 7.63 7.63 7.56 0.49 9,847.93
Kotak Savings Fund -Growth Aug 13, 2004 7.48 7.35 7.59 0.78 9,128.10
ICICI Prudential Ultra Short Term Fund - Growth May 03, 2011 7.85 7.54 8.15 1.04 5,238.79

Fund Holdings as on 31-May-2020

  • Axis Bank Ltd

  • CCIL

  • Canara Bank

  • Bank of Baroda

  • Net Receivable/Payable

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  • Miscellaneous

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  • Cash

  • CRISIL A1+

  • FITCH A1+

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About Indiabulls Ultra Short Term Fund

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Scheme Analysis

Indiabulls Ultra Short Term Fund is a Debt - Ultra Short Duration Fund fund and belongs to Indiabulls Mutual Fund. It was launched on 06-Jan-2012 and currently has an AUM of ₹24.67 crore. Indiabulls Ultra Short Term Fund is benchmarked against Crisil 1 Yr T-Bill Index as primary index and CRISIL Ultra Short Term Debt Index as secondary index.

The NAV of Indiabulls Ultra Short Term Fund ended up ₹0.23(0.01%)yesterday to ₹1977.1295.

Among its top 3 holdings the fund has exposure to Axis Bank Ltd, and

The Indiabulls Ultra 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