Formerly Indiabulls S/T Reg Mn DP
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.
8 Years. The Fund has Sufficient history for analysis and the track record is good.
27 Cr. Negligible within the category
Impact of Interest Rate Changes
Lowest Interest Rate Risk. The impact on fund value is very 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
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.
Low to Moderate
Low to Moderate Risk
Sep 13, 2013
Launched (8y ago)
AUM in Crores
CRISIL Short Term Bond Fund TR INR
Returns Calculator Comparison
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.
Comparison with Debt Funds
About the AMC
Indiabulls Asset Management Company Ltd.
Indiabulls Asset Management Company Ltd. manages assets worth 649 crores and was set up on 10 April 2008. It's current offering of mutual fund schemes includes 22 equity,72 debt and 23 hybrid funds.
₹ 112 Cr
₹ 115 Cr
₹ 26 Cr
₹ 115 Cr
₹ 115 Cr
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Indiabulls Short Term Fund Inc Dist cum Cap Wdrl (PIDCW-M) is a short term debt fund and has delivered an annualised return of 5.4% 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 managers are Karan Singh, Vikrant Mehta
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. However, there is no assurance that the objective of the scheme will be realized.
The Indiabulls Short Term Fund Inc Dist cum Cap Wdrl (PIDCW-M) fund was launched on Sep 13, 2013. The NAV (Net Asset Value) of this short term debt as of 2021-05-17 is ₹ 1022.9553. The total AUM (Asset Under Management) of the fund as of 2021-05-18 is ₹ 26.177. The category risk of the Indiabulls Short Term Fund Inc Dist cum Cap Wdrl (PIDCW-M) fund is Low to Moderate Risk. The fund charges 1.43 % as expense ratio.
The fund’s highest allocation is towards debt and has invested 55.3% in this asset class. The top three holdings of the fund are 07.89 gj sdl 2025,5.22% goi 2025 and rural electrification corporation limited
The minimum SIP (Systematic Investment Plan) amount for this 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.
This fund 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 Term Bond Fund TR INR.
Indiabulls Short Term Fund Inc Dist cum Cap Wdrl (PIDCW-M) has a score of 3 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Indiabulls Short Term Fund Inc Dist cum Cap Wdrl (PIDCW-M) has a score of 1 out of 5. The credit risk of the fund is 5 out of 5 as compared to other debt funds.