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Indiabulls Short Term Fund

Indiabulls Short Term Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

5.79

as on 10 Jun 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 11,844 today.

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NAV Performance

Indiabulls Short Term Fund performance graph for last 3 years
Performance of Indiabulls Short Term Fund for last 3 Years

Fund Information

  • ₹ 1,709.630

    as on 10 Jun 2021
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 27 Cr.

    as on 10 Jun 2021
  • 1.43%

    since 31 Dec 2020
  • 13 Sep 2013

  • Debt - Short Duration Fund

  • CRISIL 10 Year Gilt Index

  • indiabulls mutual fund

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Highlights of this fund

Indiabulls Short Term Fund is an Open-ended Debt Fund. The fund belongs to Short Duration Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 13 Sep 2013. This fund is offered by one of the top AMC (Assets Management Company) indiabulls mutual fund. You can also view here all other Debt funds offered by indiabulls mutual fund.

Latest NAV of the fund is ₹ 1,709.630 as on 10 Jun 2021.

This fund has 7 years of track record. Since 31 Dec 2020 expense ratio of this fund is 1.43%. Ideally you shoulds compare this fund with the benchmark CRISIL 10 Year Gilt Index.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 500.

Fund Objective

The Scheme will endeavor to generate stable returns over short term with a low risk strategy while maintaining liquidity through a portfolio comprising debt and money market instruments such that the Macaulay duration of the portfolio is between 1 year – 3 years. However, there can be no assurance that the investment objective of the scheme will be achieved.

List of Fund Managers of Indiabulls Short Term Fund

  • About Karan Singh

    Picture of Karan SinghMr. Singh is B.A (Honours) in Economics, PGDBF & CFA - Level 1 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.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderate Risk

Fund Return Comparison

Fund Name 1 Week 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 0.31% 0.66% 3.54% 7.24% 14.39% 11.19% 9.06% 8.23% 9.06% 6.55% 8.21% 8.71% 8.37% 8.56%
Category Average 0.23% 0.51% 1.97% 1.89% 6.81% 7.11% 6.45% 6.50% 7.74% 5.11% 6.59% 6.52% 6.25% 7.10%
Indiabulls Short Term Fund 0.13%₹ 10,013 0.37%₹ 10,037 1.43%₹ 10,143 1.09%₹ 10,109 4.39%₹ 10,438 3.72%₹ 12,239 4.27%₹ 10,873 4.36%₹ 25,097 5.79%₹ 11,844 4.87%₹ 38,771 6.11%₹ 13,451 5.46%₹ 68,885 - -
HDFC Short Term Debt Fund 0.27%₹ 10,026 0.66%₹ 10,066 2.19%₹ 10,218 2.03%₹ 10,203 7.92%₹ 10,792 6.04%₹ 12,387 9.12%₹ 11,909 8.11%₹ 26,055 9.06%₹ 12,982 8.71%₹ 41,051 8.23%₹ 14,850 8.37%₹ 74,093 8.78%₹ 23,212 8.54%₹ 1,86,501
ICICI Prudential Short Term Fund 0.28%₹ 10,027 0.61%₹ 10,060 1.99%₹ 10,199 2.11%₹ 10,210 7.65%₹ 10,765 6.00%₹ 12,385 8.87%₹ 11,856 7.99%₹ 26,022 8.84%₹ 12,902 8.57%₹ 40,965 8.11%₹ 14,773 8.06%₹ 73,518 8.65%₹ 22,945 8.40%₹ 1,85,133
Aditya Birla Sun Life Short Term Fund 0.25%₹ 10,024 0.59%₹ 10,059 2.10%₹ 10,210 2.06%₹ 10,205 9.37%₹ 10,937 6.53%₹ 12,418 8.70%₹ 11,818 8.21%₹ 26,080 8.79%₹ 12,885 8.57%₹ 40,965 8.02%₹ 14,711 8.03%₹ 73,460 9.06%₹ 23,821 8.56%₹ 1,86,765
Axis Short Term Fund 0.22%₹ 10,021 0.56%₹ 10,055 1.74%₹ 10,174 1.86%₹ 10,185 6.81%₹ 10,681 5.31%₹ 12,341 9.14%₹ 11,913 7.47%₹ 25,889 8.69%₹ 12,849 8.21%₹ 40,747 7.85%₹ 14,594 7.90%₹ 73,227 8.38%₹ 22,379 8.12%₹ 1,82,481
IDFC Bond Fund - Short Term Plan 0.24%₹ 10,024 0.44%₹ 10,043 1.97%₹ 10,196 1.63%₹ 10,163 6.22%₹ 10,621 4.90%₹ 12,315 8.21%₹ 11,711 7.00%₹ 25,770 8.61%₹ 12,821 7.90%₹ 40,564 7.62%₹ 14,438 7.70%₹ 72,867 8.28%₹ 22,179 7.96%₹ 1,80,908

Portfolio Holdings

Portfolio holdings pattern of Indiabulls Short Term Fund as on 12 Jun 2021 are listed below:

  • Equity Holdings:

    0.00%
  • Debt Holdings:

    55.03%
  • Others Holdings:

    44.97%

Top Debt Instrument Type holdings of Indiabulls Short Term Fund

Instrument TypeHolding PercentageHolding Values in Crore
GOI 39.21% ₹ 10.29 Cr.
NCD & Bonds 15.82% ₹ 4.15 Cr.
Others 44.97% -

Top Debt Holdings of Indiabulls Short Term Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 39.21% ₹ 10.29 Cr.
Bond - Rural Electrification Corporation Limited 7.94% ₹ 2.08 Cr.
Bond - Power Finance Corporation Ltd. 7.88% ₹ 2.07 Cr.
Others 44.97%

Other Holdings

Holding TypeHolding Percentage
TREPS 40.19%
Net Receivables 4.78%