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.)
₹ 177.49
Expense Ratio
0.5%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 4808
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.) | ₹ 177.49 |
| Expense Ratio | 0.5% |
| Scheme Class | Debt |
| AMC AUM (in Crs.) | ₹ 4808 |
| Min Subscription | ₹ 0 |
| Min Addition Subscription | ₹ 0 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Tanglin Developments Limited
Bond - Corporate Bond
14
INDIABULLS REAL ESTATE LIMITED
Bond - Corporate Bond
11
Reliance Broadcast Network Limited
Bond - Corporate Bond
11
Indiabulls Housing Finance Limited
Bond - Corporate Bond
11
Avanse Financial Services Limited
Bond - Corporate Bond
10
Forbes Technosys Limited
Bond - Corporate Bond
10
Reliance Big Entertainment Private Limited
Bond - Corporate Bond
6
Dewan Housing Finance Corporation Limited
Bond - Corporate Bond
6
7.37% Govt Stock 2023
Bond - Gov't Treasury
6
Net Receivable/Payable
Cash
4
Asset Allocation(%)
Bond - Corporate Bond
89
Bond - Gov't Treasury
6
Cash
4
Cash - Repurchase Agreement
0
Sector Allocation(%)
Sector
Percent
Bond - Corporate Bond
89
Bond - Gov't Treasury
6
Cash
4
Cash - Repurchase Agreement
0
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.
Launch Date
24 Mar 2011
Sponsor
NA
Email
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
Indiabulls Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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