Indiabulls Short Term Fund Direct Plan Growth Option | Pros & Cons NAV(1907.77)

Indiabulls Short Term Fund Direct Plan Growth Option

Debt: Short Duration

Fund Information

Objective

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.

Low to Moderate Risk

10 Year Gsec

Benchmark

2013-09-13

Launched On

Type

Min SIP

500

Min Investment

26

AUM in Crores

0.13

Expense Ratio

--

Exit Load

Indiabulls Asset Management Company Ltd.

Fund House

Karan Singh

Fund Managers

Indiabulls Short Term Fund Direct Plan Option Pros & Cons

Pros

  • Indiabulls Short Term Fund Direct Plan Growth Option has over performed index in 2014-2017, 2015-2018, 2016-2019, 2017-2020 years
  • Lower Expense Ratio
  • 3 years avg returns are higher than benchmark

Cons

  • Indiabulls Short Term Fund Direct Plan Growth Option is ranking 33rd in last 5 years

Average Returns

Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
Indiabulls Short Term Fund Direct Plan Growth Option 
4.415.616.487.63
10 Year Gsec
8.66-4.21-0.7-2.06-2.04-1.22

Indiabulls Short Term Fund Direct Plan Option Rolling Returns

Fund Name3 Year (%)5 Year (%)
AverageMaxMinAverageMaxMin
Indiabulls Short Term Fund Direct Plan Growth Option 
8.2510.5308.29.460
10 Year Gsec
-2.3517.21-24.83-1.7411.17-16.61

Risk Parameters

Fund NameMeanStdSharpeBetaAlpha
Indiabulls Short Term Fund Direct Plan Growth Option 
5.731.490.671-0.090.2
10 Year Gsec
-4.218.81-1.015--
Risk Parameters are calculated for the last 3 years data.

Calender Year Returns

Performance

Best PerformanceWorst Performance
PeriodReturnsPeriodReturns
Week2015-10-06 - 2015-10-13
1.07
2019-11-05 - 2019-11-12
-0.77
Month2015-09-16 - 2015-10-16
1.87
2019-09-17 - 2019-10-17
-0.74
Quarter2015-06-19 - 2015-10-19
4.43
2019-07-17 - 2019-11-17
-0.63
Year2014-10-20 - 2015-10-20
11.67
2021-06-11 - 2022-06-11
-0.18

Portfolio

Stock NameSector% of Total Holdings
07.89% Gujarat SDL - 15-May-2025Government Securities20.59
05.22% GOI 15-Jun-2025Government Securities19
Rural Electrification Corpn Ltd SR-179 8.15% (10-Jun-22)Corporate Debt7.92
Power Finance Corporation Ltd. SR-202 6.75% (22-May-23)Corporate Debt7.92
7.89% Gujarat State 15/05/2025State Development Loan20.79
5.22% GOI 15/06/2025GOI Securities19.27
8.94% Maharashtra State 23/07/2024State Development Loan8.01
6.75% Power Finance Corporation 22/05/2023Debenture7.97
8.15% REC 2022Non Convertible Debenture7.93
9.24% Tamilnadu State 15/05/2024State Development Loan6.37
OthersCBLO25.14
7.89% Gujarat State 15/05/2025State Development Loan20.79
5.22% GOI 15/06/2025GOI Securities19.28
8.94% Maharashtra State 23/07/2024State Development Loan7.98
6.75% Power Finance Corporation 22/05/2023Debenture7.97
8.15% REC 2022Non Convertible Debenture7.94
9.24% Tamilnadu State 15/05/2024State Development Loan6.37
OthersCBLO24.84

AUM Yearly

YearScheme Total AumCategory Total Aum
202126.180.00
202026.720.00
201939.2795874.48

Indiabulls Short Term Fund Direct Plan Option Details

Indiabulls Short Term Fund Direct Plan Growth Option is a mutual fund scheme launched by Indiabulls Asset Management Company Ltd..This fund has been launched on 2013-09-13. Indiabulls Short Term Fund Direct Plan Growth Option currently has 26 crores of assets under management (AUM) and has an expense ratio of 0.13 which is lower than what most other Large Cap funds charge.


Indiabulls Short Term Fund Direct Plan Growth Option has given returns of 4.41% in the last 1 year and 5.61% in the last 3 years. And since launch the fund has given 7.49% returns.


This fund invests in companies which are fundamentally strong and having growth potential.


Min sip to invest in this fund is Rs. and lumpsum investment is Rs.500.

The top holdings of the fund are 07.89% Gujarat SDL - 15-May-2025 , 05.22% GOI 15-Jun-2025 , Rural Electrification Corpn Ltd SR-179 8.15% (10-Jun-22) , Power Finance Corporation Ltd. SR-202 6.75% (22-May-23) , 7.89% Gujarat State 15/05/2025

Frquently Asked Questions

1. What is the NAV of Indiabulls Short Term Fund Direct Plan Option?

The current Net Asset Value (NAV) of the Indiabulls Short Term Fund Direct Plan Option is 1907.77

2. Indiabulls Short Term Fund Direct Plan Option Rolling Returns

The 3 year rolling returns of the Indiabulls Short Term Fund Direct Plan Option:

  • Mean : 8.25%
  • Max : 10.53%
  • Min : 0%

3. How do I invest in Indiabulls Short Term Fund Direct Plan Option?

  1. Click here Invest Now
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  3. Invest and enjoy the returns

Indiabulls Short Term Fund Direct Plan Growth Option



Investment Duration 3 years

Disclaimer

Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.