Indiabulls Short Term Fund Direct Growth+0.03%

5Groww
9.09%
1 Year Return
Debt
Short Duration
5.0 star
6M
1Y
3Y
5Y
All

Fund Details

Indiabulls Short Term Fund Direct Growth

RiskLow
Min SIP Amount₹500
Expense Ratio0.48%
NAV1695.65 (08 Jul 2019)
Fund Started12 Sep 2013
Fund Size68 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Indiabulls Short Term Fund Direct Growth
9.1%
8.2%
9.2%
9.4%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 9.1% annual returns

    Comparison

    Data not available
    Pros
    1. 3Y Returns are higher than the benchmark
    2. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 1000 Crs. Watch expense ratio when AUM is very low
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    1.25 Tanglin Developments Ltd. Jan 23 2020 ServicesDebentures13.9%
    10.38 Forbes Technosys Ltd. Mar 20 2020 Industrial ManufacturingDebentures12.6%
    10.25 Indiabulls Real Estate Sep 28 2019 ConstructionDebentures11.5%
    9.4 Reliance Broadcast Network Ltd. Apr 12 2019 Media & EntertainmentDebentures11.2%
    8.8407 Indiabulls Housing Finance Ltd. Jun 10 2022 Financial ServicesDebentures11.1%
    11.28 Reliance Big Entertainment Pvt. Ltd. Apr 26 2019 Media & EntertainmentDebentures11.0%
    8.65 Avanse Financial Services Ltd. Nov 2 2020 Financial ServicesDebentures10.1%
    Dewan Housing Finance Corporation Ltd.Financial ServicesZCB5.8%
    Net Receivables/(Payable)Current AssetsNet Receivables/(Payables)4.7%
    1.25 Tanglin Developments Ltd. Nov 22 2019 ServicesDebentures3.1%
    See All

    Fund Managers

    addKaran Singh
    Education
    Mr. Singh is B.A (Honours) in Economics, PGDBF & CFA - Level 1
    Experience
    Prior to joining IndiaBulls Mutual Fund he has worked with Taurus Corporate Advisory Services Ltd., DIOS Capital, Invesco Asset Management Company Ltd., Fidelity Investments and ICRA Ltd.
    Funds Managed

    Other Details

    Indiabulls Short Term Fund Direct Growth is a Debt Mutual Fund Scheme launched by Indiabulls Mutual Fund. This scheme was introduced to investors on 12 Sep 2013. Malay Shah is the Current Fund Manager of Indiabulls Short Term Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹68 Cr and the Latest NAV as of 08 Jul 2019 is ₹1695.65.

    The Indiabulls Short Term Fund Direct Growth is rated Low risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. Nil.

    Investment Objective

    To generate income and/ or capital appreciation by investing in wide range of Debt and Money Market instruments having maturity in line with maturity of the respective plans under the scheme. The maturity of all instruments shall be equal to or less than the maturity of the respective plans under the scheme. However, there can be no assurance that the investment objective of the scheme will be achieved.

    Tax Implications

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Nil
    Exit Load

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    About Indiabulls Mutual Fund

    Address
    11th Floor, Indiabulls Finance Centre Tower-1, Senapati Bapat Marg, Elphinstone (West) Mumbai - 400013.
    Phone
    022-61891300
    Launch Date
    23 Mar 2011
    Indiabulls Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Karvy
    Address
    NA
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