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  • Indiabulls Mutual Fund
  • Indiabulls Short Term Fund (Growth)
Indiabulls Mutual Fund

Indiabulls Short Term Fund (Growth)

DebtShort Term

1798.1424

NAV (Mar 31)

3.7%
3 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Rolling Returns

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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

1798.1424

NAV (Mar 31)

Fund Returns

Last 1Y

3.3%

Last 3Y

3.7%

Last 5Y

4.6%

Last 10Y

NA

Since Inception

6.3%

6 Month CAGR

3.1%

Scheme Information

Investment 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. However,there can be no assurance that the investment objective of the scheme will be achieved.

Expense Ratio

1.49

Launched (10y ago)

Sep 13, 2013

AUM in Crores

25.065

ISIN

INF666M01AJ5

Lock-in

No Lock-in

Benchmark

CRISIL Short Duration Debt B-II TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

1.5

Standard Deviation (5yr)

1.5

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

-0.569

Sharpe Ratio (5yr)

-0.313

YTM

7.71

Fund Managers

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Indiabulls Short Term Fund (Growth)70%8,17,924 85,3124.6%
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 2023-03-31

Top Debt Holdings

See all holdings

Compare Indiabulls Short Term Fund (Growth)

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

₹ 49,144 cr

₹ 13,831 cr

₹ 18,485 cr

₹ 12,884 cr

₹ 49,144 cr

About the AMC

Indiabulls Asset Management Company Ltd.

Indiabulls Asset Management Company Ltd. manages assets worth 584 crores and was set up on 10 April 2008. It's current offering of mutual fund schemes includes 22 equity,85 debt and 14 hybrid funds.

amc-img

  • 022-61891300
  • customercare@indiabullsamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    18.7%

    %

    18.7%

    9.3%

    18.7%

    9.2%

    21%

    10.8%

    18.7%

    9.2%

    Indiabulls Short Term Fund (G) Review

    Indiabulls Short Term Fund (G) is a Short Term Debt fund and has delivered an annualised return of 6.3% over a period of 9 years. The fund is managed by Indiabulls Asset Management Company Ltd.. The fund manager’s name is null.

    Nav of Indiabulls Short Term Fund (G) as of 3/31/2023 is ₹1798.14 with the total AUM as of 4/1/2023 is ₹25.065. With Scripbox you can compare and check the latest nav for all mutual funds in India. Indiabulls Short Term Fund (G) was launched on Sep 13, 2013. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for Indiabulls Short Term Fund (G) 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.

    Indiabulls Short Term Fund (G) 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 Debt B-II TR INR.

    Indiabulls Short Term Fund (G) is rated as a 0 fund in Debt and delivered 3.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Indiabulls Short Term Fund (G).

    Frequently Asked Questions

    What is Indiabulls Short Term Fund (G)?

    Indiabulls Short Term Fund (G) 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 Indiabulls Short Term Fund (G)?

    You can invest in Indiabulls Short Term Fund (G) 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 Indiabulls Short Term Fund (G)?

    The minimum sip amount for Indiabulls Short Term Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Indiabulls Short Term Fund (G) good to invest in?

    As per Scripbox experts, Indiabulls Short Term Fund (G) is a Not Reviewed Yet fund. You can investIndiabulls Short Term Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Indiabulls Short Term Fund (G)?

    The expense ratio of the Indiabulls Short Term Fund (G) is 1.49% for regular plan.