Indiabulls Short Term Fund is an open ended short duration debt mutual fund scheme. It was launched on September 13, 2013. The investment objective of Indiabulls Short Term Fund is to invest in diversified portfolio of money market and debt instruments which are of low risk profile in order to achieve stable return and regular income over a short time period.
Indiabulls Short Term Fund regular plan invests in low risk debt securities in such a way that the Macaulay duration of the portfolio ranges between 1 year and 3 years. Expert fund managers perform intrinsic research before allocation of asset in debt and money market for Indiabulls Short Term Fund regular plan.
Indiabull Short Term Fund Facts
- Indiabulls Short Term Fund portfolio allocation includes maximum 75% in money market instruments and around 25% in debt securities including corporate debt, government securities and other debt instruments.
- You can invest a minimum of Rs. 500 in Indiabulls Short Term mutual fund scheme investment plan online.
- Fund manager invests in fixed income securities to optimize risk adjusted return.
- Investors with an aim to gain stable return by investing for a short duration in debt and money market instruments can easily invest in Indiabulls Short Term Debt Fund.
Top 3 Sectors of Indiabulls Short Term Fund
|
S.No. |
Holding Name |
Net Assets (in %) |
|
1 |
Miscellaneous |
89.31 |
|
2 |
Miscellaneous |
5.74 |
|
3 |
Miscellaneous |
4.95 |
(as on 16/04/2019)
Top 10 Holdings of Indiabulls Short Term Fund
|
S.No. |
Holding Name |
Net Assets (in %) |
|
1 |
Tanglin Developments Limited |
14.32 |
|
2 |
Indiabulls Real Est. Ltd |
11.28 |
|
3 |
Reliance Broadcast Network Ltd |
11.14 |
|
4 |
Indiabulls Housing Finance Ltd |
10.98 |
|
5 |
Avanse Financial Services Ltd |
9.72 |
|
6 |
Forbes Technosys Limited |
9.7 |
|
7 |
Reliance Big Entertainment Pvt Ltd |
6.18 |
|
8 |
Dewan Housing Finance Corp. Ltd |
5.95 |
|
9 |
7.37% Goi 16-Apr-2023 |
5.74 |
|
10 |
Net Receivable/Payable |
4.47 |
(as on 16/04/2019)
Indiabulls Short Term Fund Details
Launch Date- September 13, 2013
Fund Manager- Mr. Karan Singh
Risk- Moderate
Benchmark- CRISIL Short Term Bond Fund Index
Return Since Launch- 8.20%
AUM- Rs. 177.49 crore (as on 31st Mar, 2019)
Following is the performance of Indiabulls Short Term Fund-
|
|
1-Year |
3-Year |
5-Year |
10-Year |
|
Fund |
7.85 |
7.35 |
8.06 |
– |
|
CCIL T Bill Liquidity Weight |
4.35 |
4.24 |
4.75 |
– |
|
Category |
6.55 |
7.02 |
7.76 |
– |
|
Rank within Category |
2 |
6 |
7 |
– |
|
Number of funds in category |
28 |
27 |
27 |
– |
|
As on Apr 16, 2019 |
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