Indiabulls Ultra Short Term Fund Direct Plan

Scheme Type
Open-ended
Scheme Category
Ultra Short Term
Benchmark Type
Crisil Liquid Fund Index
Scheme AUM (in Crs.)
₹ 551.5
Expense Ratio
0.3%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 3728
Min Subscription
₹ 0
Min Addition Subscription
₹ 0
Performance
Comparison
Portfolio
Details
Analysis
1834.4131
(0.02 %)
NAV as on 2019-01-18
Returns
Fund
Indiabulls Ultra Short Term Fund Direct Plan
1 Year
7.73%
3 Year
8.15%
5 Year
8.72%
AMC Details
amc launch date
Launch Date
24 Mar 2011
amc sponsor
Sponsor
NA
amc email
Email
amc phone
Phone
022 - 61891300
amc address
Address
11th Floor,Tower-1,Indiabulls Finance Centre,Elphinston Mills Compound,,Senapati Bapat Marg,Elphinston (W),, Mumbai -
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately Low
Exit Load
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
To provide liquidity with returns commensurate with low risk through a portfolio of money market and debt securities such that the Macaulay duration of the portfolio is between 3 months - 6 months.
Suitability
This product is suitable for investors who are seeking
• Liquidity with commensurate returns over short term.
• Through investment in money market and debt securities.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,137
Portfolio Value
137
Total Returns