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Indiabulls Short Term Fund - Direct Plan

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 Class	Debt
Scheme Category	Short Duration
Expense Ratio	0.4%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 7
AMC AUM (in Crs.)	₹ 4,808
Min Addition Subscription	₹ 500

Benchmark Type

CRISIL Short Term Bond Fund TR INR

Exit Load

No Exit load, if redeemed after 0 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Franklin India Short Term Income Plan - Direct Plan	5000	5000	47.56%
PGIM India Short Duration Fund - Direct Plan	1000	1000	2.71%
Baroda BNP Paribas Short Duration Fund - Direct Plan	0	0	8.37%
IDBI Short Term Bond - Direct Plan	1000	5000	2.39%
Indiabulls Short Term Fund - Direct Plan	1000	500	7.78%
Kotak Bond Fund Short Term Plan - Direct Plan	1000	1000	8.32%
ICICI Prudential Short Term Fund - Direct Plan	1000	1000	8.8%

Top 10 Holdings

Company	Holding Type	Asset(%)
Rural Electrification Corporation Limited	Bond - Corporate Bond	8
National Housing Bank	Bond - Corporate Bond	8
National Bank For Agriculture And Rural Development	Bond - Corporate Bond	8
Small Industries Development Bank Of India	Bond - Corporate Bond	8
Ultratech Cement Ltd. 7.34%	Bond - Corporate Bond	8
Power Finance Corporation Ltd.	Bond - Corporate Bond	8
Bajaj Finance Limited	Bond - Corporate Bond	8
Bajaj Housing Finance Limited	Bond - Corporate Bond	8
Indian Railway Finance Corporation Limited	Bond - Corporate Bond	8
Kotak Mahindra Bank Limited	Cash - CD Time Deposit	6

Asset Allocation(%)

Asset	Percent
Bond - Corporate Bond	79
Bond - Gov't Treasury	10
Cash - CD Time Deposit	6
Cash - Repurchase Agreement	3
Cash - Collateral	2

Sector Allocation(%)

Sector	Percent
Bond - Corporate Bond	79
Bond - Gov't Treasury	10
Cash - CD Time Deposit	6
Cash - Repurchase Agreement	3
Cash - Collateral	2

Fund Manager

Kaustubh Sule

1+ years of experience

Indiabulls Mutual Fund

AUM₹4,808 Cr

About

Indiabulls Mutual Fund believes in creating value for customers by striking a balance between liquidity, good returns and keeping investor funds safe and transparent.##The fund house was established on March 24th, 2011 . Indiabulls Trustee Company Ltd. acts as the trustee company to the asset management company.##The mutual fund offers various schemes in different categories and aims to follow a risk- reward paradigm. With a wide array of mutual across various market categorization, it has targeted investors of different needs and financial goals. Indiabulls Mutual Fund believes in four core values, which are, customer comes first, transparency, integrity and professionalism.##It is located in 110 towns and has 220 established branches across the country.

customercare@indiabullsmf.com

Phone

1800 2666 002

Address

Indiabulls Asset Management Company Ltd.,11th Floor,Tower-1, Indiabulls Finance Centre,,Elphinstone Mills Compound, Senapati Bapat Marg,,Elphinstone (West), Mumbai - 400 013

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m