- Mutual Funds
- Indiabulls Mutual Fund
- Indiabulls Short Term Fund (Growth)
Indiabulls Short Term Fund (Growth)
₹ 1798.1424
NAV (Mar 31)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Indiabulls Short Term Fund (Growth) | 8,17,924 | 85,312 | 4.6% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Debt Holdings
Compare Indiabulls Short Term Fund (Growth)
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 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.
| Fund Name | Scripbox 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)?
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.