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Indiabulls Mutual Fund

Indiabulls Short Term Fund Direct-Dividend Monthly Reinvestment

NAV
returns change indicator
1003.8531
as on 18 Oct 2019, 09:25 PM
1.4845(0.15%)
Last Change
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Scheme Ratings

5
starstarstarstarstar
rated by Value Research
4
starstarstarstarstar
rated by Morningstar

Start SIP in this Mutual Fund

Min SIP Amount
500
Suggested Date
27th of Every Month
Invest via SIP

Investment Performance

would have given a return of
110,871
star
121,647
star
120,530
star
124,400
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
24,400
Profit (absolute return)
24.40%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
0.45%
In the last 6 months
2.47%
In the last 1 year
7.88%
In the last 3 years
24.40%
In the last 5 years
52.96%
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

low
low
moderately low
moderately low
moderate
moderate
moderately high
moderately high
high
high
indicator
Investors understand that their principal will be at moderate risk

Scheme Information

Indiabulls Short Term Fund Direct-Dividend Monthly Reinvestment
Indiabulls Short Term Fund Direct-Dividend Monthly Reinvestment
as of 18 Oct 2019, 09:25 PM
60.98 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
0.48%
Expense Ratio
Plan
Dividend
37.15%
Cash Holding
Benchmark
CRISIL Short-Term Bond Index
Scheme Document
Benchmark
CRISIL Short-Term Bond Index
Exit Load
No charges on withdrawal
Scheme Document

Sectors Holding in this Mutual Fund

as on 30 Sep 2019
Sort By
Cash Holding
37.15%
22.65 Cr

Companies Holding in this Mutual Fund

as on 30 Sep 2019
Sort By
Others
37.15%
22.65 Cr
Forbes Technosys Ltd.
28.46%
17.35 Cr
IDFC Bank Ltd.
9.35%
5.70 Cr
GOI
8.49%
5.18 Cr
Indiabulls Housing Finance Ltd.
8.39%
5.12 Cr
Hindustan Petroleum Corpn. Ltd.
8.16%
4.98 Cr

Instruments Holding in this Mutual Fund

as on 30 Sep 2019
Debenture
71.80%
43.78 Cr
CD
17.63%
10.75 Cr
NCD
11.15%
6.80 Cr
Bonds
8.02%
4.89 Cr
Securitised Debt
4.62%
2.82 Cr
Net Receivables
3.88%
2.37 Cr
GOI Sec
2.77%
1.69 Cr
CP
2.47%
1.51 Cr
Bonds/Deb
2.19%
1.34 Cr
Repo
1.42%
86.59 Lakh
View All
View All

About Indiabulls Short Term Fund Direct-Dividend Monthly Reinvestment

Indiabulls Short Term Fund Direct-Dividend Monthly Reinvestment is a Debt mutual fund scheme from Indiabulls Mutual Fund. This scheme was launched on 13 Sep 2013 and is currently managed by its fund managers Vikrant Mehta and Karan Singh. It has an AUM of ₹60.98 Crores and the latest NAV decalared is ₹1003.853 as on 18 Oct 2019 at 9:25 pm.
Indiabulls Short Term Fund Direct-Dividend Monthly Reinvestment scheme return performance in last 1 year is 7.88%, in last 3 years is 24.40% and 69.39% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.

Scheme Details

AUM:60.98 Cr
Category:Debt: Short Duration
Launch Date:13 Sep 2013
Fund Type:Open-End

Scheme Objective

The scheme will endeavor to generate stable returns over short term with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments.

AMC Information

Indiabulls Mutual Fund
Indiabulls Mutual Fund
View AMC Details
1,354.40 Cr
AUM
85
Schemes
Address
Address
Indiabulls Finance Centre - 11th Floor,Elphinstone Mills, Senapati Bapat Marg,Elphinstone (W),400013
Phone Number
Phone Number
Phone : 022-61891300 / 1800-2666-002