- Mutual Funds
- Indiabulls Mutual Fund
- Indiabulls Short Term Fund (PIDCW-M)
Formerly Indiabulls S/T Reg Mn DP
Indiabulls Short Term Fund (PIDCW-M)
₹ 1011.2785
NAV (Jun 27)
However, Scripbox does not recommend investing in short term mutual funds.
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.
Track Record
9 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
25 Cr. Negligible within the category
Impact of Interest Rate Changes
Low Interest Rate Risk. The impact on fund value is quite low when interest rates change
Credit Quality Of Fund's Portfolio
Lowest Credit Risk. The fund has a very high credit quality compared to other debt funds
Scripbox Recommended Debt Funds
Want the ultra short term debt funds that are right for your short term investment needs?
Learn more
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 1011.2785
NAV (Jun 27)
Fund Returns
Last 1Y | 1.7% |
Last 3Y | 2.8% |
Last 5Y | 3.7% |
Last 10Y | NA |
Since Inception | 4.9% |
6 Month CAGR | 0% |
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 | 1.43 |
Launched (9y ago) | Sep 13, 2013 |
AUM in Crores | 24.082 |
ISIN | INF666M01AP2 |
Lock-in | No Lock-in |
Benchmark | CRISIL Short Duration Fund TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 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
ccil
22.4%07.89 gj sdl 2025
21%5.74 11/15/2026 12:00:00 am
19.5%power finance corporation ltd.
8.3%08.94 mh sdl 2024
8.1%Comparison with Debt Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|---|---|---|
₹ 44,308 cr | |||
₹ 14,441 cr | |||
₹ 18,739 cr | |||
₹ 12,059 cr | |||
₹ 44,308 cr |
About the AMC
Indiabulls Asset Management Company Ltd.
Indiabulls Asset Management Company Ltd. manages assets worth 579 crores and was set up on 10 April 2008. It's current offering of mutual fund schemes includes 22 equity,76 debt and 23 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
3% | 6.4% | ||
2.3% | 3.3% | ||
- | 0.1% | ||
2.8% | 4.9% | ||
2.8% | 4.9% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsIndiabulls Short Term Fund (PIDCW-M) Review
Indiabulls Short Term Fund (PIDCW-M) is a Short Term Debt fund and has delivered an annualised return of 4.9% over a period of 8 years. The fund was previously known as Indiabulls S/T Reg Mn DP. The fund is managed by Indiabulls Asset Management Company Ltd.. The fund manager’s name is Karan Singh.
Nav of Indiabulls Short Term Fund (PIDCW-M) as of 6/27/2022 is ₹1011.28 with the total AUM as of 6/28/2022 is ₹24.082. With Scripbox you can compare and check the latest nav for all mutual funds in India. Indiabulls Short Term Fund (PIDCW-M) was launched on Sep 13, 2013. The category risk of the fund is Low to Moderate Risk.
The minimum SIP amount for Indiabulls Short Term 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.
Indiabulls Short Term 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.
Indiabulls Short Term Fund (PIDCW-M) is rated as a 3 fund in Debt and delivered 1.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Indiabulls Short Term Fund (PIDCW-M).
Frequently Asked Questions
What is Indiabulls Short Term Fund (PIDCW-M)?
How to invest in Indiabulls Short Term Fund (PIDCW-M)?
You can invest in Indiabulls Short Term 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 Indiabulls Short Term Fund (PIDCW-M)?
The minimum sip amount for Indiabulls Short Term Fund (PIDCW-M) is ₹1000. You can invest in multiples of ₹5000.
Is Indiabulls Short Term Fund (PIDCW-M) good to invest in?
As per Scripbox experts, Indiabulls Short Term Fund (PIDCW-M) is a Neutral fund. You can investIndiabulls Short Term 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 Indiabulls Short Term Fund (PIDCW-M)?
The expense ratio of the Indiabulls Short Term Fund (PIDCW-M) is 1.43% for regular plan.