Indiabulls Short Term Fund Direct
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.
Suitability
This product is suitable for investors who are seeking
• Stable returns over short term while maintaining liquidity
• Through investment in debt & money market instruments
Fund Info
Scheme Type
Open-ended
Scheme Category
Short Duration
Benchmark Type
Crisil Short-Term Bond Index
Scheme AUM (in Crs.)
₹ 174.98
Expense Ratio
0.5%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 3728
Min Subscription
₹ 0
Min Addition Subscription
₹ 0
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Short Duration |
| Benchmark Type | Crisil Short-Term Bond Index |
| Scheme AUM (in Crs.) | ₹ 174.98 |
| Expense Ratio | 0.5% |
| Scheme Class | Debt |
| AMC AUM (in Crs.) | ₹ 3728 |
| Min Subscription | ₹ 0 |
| Min Addition Subscription | ₹ 0 |
Performance
Comparison
Portfolio
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Indiabulls Housing Finance Ltd.
Debenture
6.16
Dewan Housing Finance Corpn. Ltd.
Debenture
6.16
Tanglin Developments Ltd.
Bonds
3.27
Sterling and Wilson Ltd.
CP
2.47
East West Pipeline Ltd.
Debenture
2.20
Tanglin Developments Ltd.
Debenture
14.42
Forbes Technosys Ltd.
Debenture
13.67
Reliance Broadcast Network Ltd.
Debenture
12.15
Reliance Big Entertainment Private Limited
Debenture
11.92
Avanse Financial Services Ltd.
NCD
11.15
Asset Allocation(%)
Bonds
8.02
Debenture
71.80
Net Receivables
3.88
Commercial Paper
2.47
Non Convertible Debenture
11.15
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.