Indiabulls Ultra Short Term Fund Growth+0.01%

3Groww
7.97%
1 Year Return
Debt
Ultra Short Duration
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Indiabulls Ultra Short Term Fund Growth

RiskVery Low
Min SIP Amount₹500
Expense Ratio0.69%
NAV1851.02 (08 Jul 2019)
Fund Started05 Jan 2012
Fund Size46 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Indiabulls Ultra Short Term Fund Growth
8.0%
7.5%
8.1%
8.5%
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 8.0% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 5 years
    2. Risk is lower compared to the benchmark
    3. 3Y Returns are higher than the benchmark
    4. Exit load is zero
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    9 Talwandi Sabo Power Ltd. Nov 30 2020 EnergyDebentures8.9%
    8.9 Indiabulls Housing Finance Ltd. Jun 27 2019 Financial ServicesDebentures8.9%
    Vedanta Ltd. (91D)MetalsCP6.3%
    Dewan Housing Finance Corporation Ltd.Financial ServicesZCB5.9%
    Edelweiss Commodities Services Ltd (58D)ServicesCP4.5%
    Shapoorji Pallonji & Co Ltd. (173D)ConstructionCP4.5%
    Axis Bank Ltd.Financial ServicesCD4.5%
    HDFC Bank Ltd.Financial ServicesCD4.5%
    NABARDFinancial ServicesCP4.4%
    NABARDFinancial ServicesCD4.4%
    See All

    Fund Managers

    addMalay Shah
    Education
    Mr. Shah is a B.Com and MMS.
    Experience
    Prior to this, he has worked as Head- Fixed Income with Peerless Funds Management Co. Ltd.and as Senior Dealer - Fixed Income Group with Derivium Capital..
    Funds Managed

    Other Details

    Indiabulls Ultra Short Term Fund Growth is a Debt Mutual Fund Scheme launched by Indiabulls Mutual Fund. This scheme was introduced to investors on 05 Jan 2012. Malay Shah is the Current Fund Manager of Indiabulls Ultra Short Term Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹46 Cr and the Latest NAV as of 08 Jul 2019 is ₹1851.02.

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

    Investment Objective

    To provide liquidity with returns commensurate with low risk through a portfolio of money market and debt securities.

    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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