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
Benchmark Type	CRISIL Short Term Bond Fund TR INR
Expense Ratio	0.48%
Min subscription	₹ 0

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 68
AMC AUM (in Crs.)	₹ 4,808
Min Addition Subscription	₹ 0

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Franklin India Short Term Income Plan - Direct Plan	5000	5000	8.37%
PGIM India Short Maturity Fund - Direct Plan	1000	1000	5.05%
Baroda S/T Bond - Direct Plan	0	0	8.53%
IDBI Short Term Bond - Direct Plan	1000	5000	4.87%
Indiabulls Short Term Fund - Direct Plan	1000	500	7.13%
Kotak Bond Fund Short Term Plan - Direct Plan	1000	1000	7.82%
ICICI Prudential Short Term Fund - Direct Plan	1000	1000	7.83%

Top 10 Holdings

Company	Holding Type	Asset(%)
Forbes Technosys Limited	Bond - Corporate Bond	26
AXIS BANK LIMITED	Cash - CD Time Deposit	13
Ccil	Cash - Repurchase Agreement	12
Net Receivable/Payable	Cash	9
IDFC FIRST BANK LIMITED	Cash - CD Time Deposit	8
Indiabulls Housing Finance Limited	Bond - Corporate Bond	8
HINDUSTAN PETROLEUM CORPORATION LIMITED	Bond - Corporate Bond	7
Oriental Bank Of Commerce	Cash - CD Time Deposit	7
7.26% Govt Stock 2029	Bond - Gov't Treasury	5
GOVT STOCK	Bond - Gov't Treasury	5

Asset Allocation(%)

Asset	Percent
Bond - Corporate Bond	41
Cash - CD Time Deposit	29
Cash - Repurchase Agreement	12
Cash	9
Bond - Gov't Treasury	9

Sector Allocation(%)

Sector	Percent
Bond - Corporate Bond	41
Cash - CD Time Deposit	29
Cash - Repurchase Agreement	12
Cash	9
Bond - Gov't Treasury	9

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.

Phone

1800 2666 002

Address

11th Floor,Tower-1,Indiabulls Finance Centre,Elphinston Mills Compound,,Senapati Bapat Marg,Elphinston (W),, Mumbai -

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment Duration

Years

Months

Investment Amount

₹ 10000

Return Amount

₹ 4185

Return Rate

6 %

Duration

6y 0m

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