Indiabulls Ultra Short Term Fund - Growth - Direct Plan

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  • Net Change on 03-07-2020

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Fund Overview Growth | Direct Plan

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  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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 - Direct Plan - Growth Option 5.85 7.97 7.49 7.63 8.14 8.62
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 - Direct Plan - Growth Option Jan 01, 2013 7.49 7.63 8.14 0.11 24.67
Aditya Birla Sun Life Savings Fund - Growth - Direct Plan Jan 01, 2013 8.43 8.00 8.32 0.33 12,902.24
SBI MAGNUM ULTRA SHORT DURATION FUND - DIRECT PLAN - GROWTH Dec 31, 2012 7.79 7.78 7.69 0.33 9,847.93
Franklin India Ultra Short Bond Fund - Super Institutional Plan - Direct - Growth Jan 01, 2013 Unrated 4.64 7.35 8.22 0.07 9,680.98
Kotak Savings Fund-Growth - Direct Jan 01, 2013 7.97 7.78 7.99 0.34 9,128.10
ICICI Prudential Ultra Short Term Fund - Direct Plan - Growth Jan 08, 2013 8.49 8.20 9.05 0.39 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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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 01-Jan-2013 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 ₹0.65(0.03%)yesterday to ₹2047.7545.

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