• Mutual Funds
  • Indiabulls Mutual Fund
  • Indiabulls Short Term Fund (RIDCW-M)

Formerly Indiabulls S/T Reg Mn DR

Indiabulls Mutual Fund

Indiabulls Short Term Fund (RIDCW-M)

DebtShort Term

1010.7048

NAV (Jun 24)

2.8%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in short term mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

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

Invest in this fund

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 Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

1010.7048

NAV (Jun 24)

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

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

1.43

Launched (9y ago)

Sep 13, 2013

AUM in Crores

24.082

ISIN

INF666M01AM9

Lock-in

No Lock-in

Benchmark

CRISIL Short Duration Fund TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Karan Singh

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-06-24

Top Debt Holdings

ccil

22.4%
22.4%

07.89 gj sdl 2025

21%
21%

5.74 11/15/2026 12:00:00 am

19.5%
19.5%

power finance corporation ltd.

8.3%
8.3%

08.94 mh sdl 2024

8.1%
8.1%
See all holdings

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 44,308 cr

5

₹ 14,441 cr

5

₹ 18,739 cr

5

₹ 12,059 cr

5

₹ 44,308 cr

5

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.

amc-img

  • 022-61891300
  • customercare@indiabullsamc.com
  • Fund NameScripbox 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 Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Indiabulls Short Term Fund (RIDCW-M) Review

    Indiabulls Short Term Fund (RIDCW-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 DR. The fund is managed by Indiabulls Asset Management Company Ltd.. The fund manager’s name is Karan Singh.

    Nav of Indiabulls Short Term Fund (RIDCW-M) as of 6/24/2022 is ₹1010.70 with the total AUM as of 6/27/2022 is ₹24.082. With Scripbox you can compare and check the latest nav for all mutual funds in India. Indiabulls Short Term Fund (RIDCW-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 (RIDCW-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 (RIDCW-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 (RIDCW-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 (RIDCW-M).

    Frequently Asked Questions

    What is Indiabulls Short Term Fund (RIDCW-M)?

    Indiabulls Short Term Fund (RIDCW-M) is a Short Term Debt scheme predominantly investing across Debt stocks with an investment objective to generate wealth over the long term.

    How to invest in Indiabulls Short Term Fund (RIDCW-M)?

    You can invest in Indiabulls Short Term Fund (RIDCW-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 (RIDCW-M)?

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

    Is Indiabulls Short Term Fund (RIDCW-M) good to invest in?

    As per Scripbox experts, Indiabulls Short Term Fund (RIDCW-M) is a Neutral fund. You can investIndiabulls Short Term Fund (RIDCW-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 (RIDCW-M)?

    The expense ratio of the Indiabulls Short Term Fund (RIDCW-M) is 1.43% for regular plan.