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 (₹)

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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 3.49 3.02 5.67 6.76 7.28 8.17
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 5.67 6.76 7.28 0.66 21.88
Aditya Birla Sun Life Savings Fund - Discipline Advantage Plan Jun 23, 2009 7.69 8.04 8.20 0.48 14,531.97
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Apr 16, 2003 7.36 7.71 8.01 0.48 14,531.97
Kotak Savings Fund -Growth Aug 13, 2004 6.28 7.11 7.32 0.77 11,071.89
SBI MAGNUM ULTRA SHORT DURATION FUND - REGULAR PLAN - GROWTH May 19, 1999 6.37 7.43 7.35 0.49 10,122.25
ICICI Prudential Ultra Short Term Fund - Growth May 03, 2011 7.16 7.45 7.91 0.97 7,413.02

Fund Holdings as on 30-September-2020

  • Axis Bank Ltd

  • CCIL

  • Net Receivable/Payable

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  • Miscellaneous

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About Indiabulls Ultra Short Term Fund

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 ₹21.88 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 ₹0.43(0.02%)yesterday to ₹1996.8913.

Among its top 3 holdings the fund has exposure to Axis Bank Ltd, CCIL and Net Receivable/Payable

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