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  • IDBI Short Term Bond fund (PIDCW-M)

Formerly IDBI Short Term Bond Mn DP

IDBI Mutual Funds

IDBI Short Term Bond fund (PIDCW-M)

DebtShort Term

12.7947

NAV (Oct 03)

6.9%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in short term mutual funds.

Short term funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.

Short Term Funds invest in debt and money market instruments such that the duration of the portfolio is between 1 to 3 years.This exposes them to higher variations when interest rates change.

The category is one of the largest categories within the Debt Segment (9% of the total assets).

We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Rolling Returns

Good

The performance of the fund on a Rolling Returns metric has been Good

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Scripbox Recommended Debt Funds
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

12.7947

NAV (Oct 3)

Fund Returns

Last 1Y
5.8%
Last 3Y
6.9%
Last 5Y
5.8%
Last 10Y
6.1%
Since Inception
6.2%
6 Month CAGR
3.2%

Scheme Information

Investment Objective

The investment objective of the Scheme is to provide investors with regular income by investing in debt and money market instruments,such that the Macaulay duration of the portfolio is maintained between 1 year to 3 years. However,there can be no assurance that the investment objective of the Scheme will be realized.

Expense Ratio
0.75
Launched (12y ago)
Mar 23, 2011
AUM in Crores
25.491
ISIN
INF397L01406
Lock-in
No Lock-in
Benchmark
CRISIL Short Duration Fund TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
4.8
Standard Deviation (5yr)
4.6
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.552
Sharpe Ratio (5yr)
0.172
YTM
6.94
Fund Managers

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
IDBI Short Term Bond fund (PIDCW-M)70%8,42,314 1,09,7025.8%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-10-03

Top Debt Holdings

See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 44,468 cr

₹ 18,357 cr

₹ 10,408 cr

₹ 14,357 cr

₹ 15,536 cr

About the AMC

IDBI Asset Management Limited

IDBI Asset Management Limited manages assets worth 2,739 crores and was set up on 25 January 2010. It's current offering of mutual fund schemes includes 16 equity,35 debt and 3 hybrid funds.amc-img
022-66442800
contactus@idbimutual.co.in
Fund NameScripbox Opinion
Till Date CAGR

4.5%

7.1%

21.9%

14.2%

4.5%

5.5%

21.6%

14%

4.4%

4.9%

IDBI Short Term Bond fund (PIDCW-M) Review

IDBI Short Term Bond fund (PIDCW-M) is a Short Term Debt fund and has delivered an annualised return of 6.2% over a period of 12 years. The fund was previously known as IDBI Short Term Bond Mn DP. The fund is managed by IDBI Asset Management Limited. The fund manager’s name is null.

Nav of IDBI Short Term Bond fund (PIDCW-M) as of 10/3/2023 is ₹12.79 with the total AUM as of 10/4/2023 is ₹25.491. With Scripbox you can compare and check the latest nav for all mutual funds in India. IDBI Short Term Bond fund (PIDCW-M) was launched on Mar 23, 2011. The category risk of the fund is Low to Moderate Risk.

The minimum SIP amount for IDBI Short Term Bond fund (PIDCW-M) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

IDBI Short Term Bond fund (PIDCW-M) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Short Duration Fund TR INR.

IDBI Short Term Bond fund (PIDCW-M) is rated as a 3 fund in Debt and delivered 5.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with IDBI Short Term Bond fund (PIDCW-M).

Frequently Asked Questions

What is IDBI Short Term Bond fund (PIDCW-M)?

IDBI Short Term Bond fund (PIDCW-M) is a Short Term Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in IDBI Short Term Bond fund (PIDCW-M)?

You can invest in IDBI Short Term Bond fund (PIDCW-M) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of IDBI Short Term Bond fund (PIDCW-M)?

The minimum sip amount for IDBI Short Term Bond fund (PIDCW-M) is ₹1000. You can invest in multiples of ₹5000.

Is IDBI Short Term Bond fund (PIDCW-M) good to invest in?

As per Scripbox experts, IDBI Short Term Bond fund (PIDCW-M) is a Neutral fund. You can investIDBI Short Term Bond fund (PIDCW-M) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the IDBI Short Term Bond fund (PIDCW-M)?

The expense ratio of the IDBI Short Term Bond fund (PIDCW-M) is 0.75% for regular plan.