Rating : ★ ★ ★ ☆ ☆
Indiabulls Short Term Fund Direct Plan Fortnightly Dividend Payout Option
Short Duration Fund
Fund Type
Open Ended
Investment Plan
Dividend Payout
Investment Plan
0%
Benchmark
CRISIL Short Term Bond Fund TR INR
Asset Size
22.90 Cr.
(As of 31 Aug, 2020)
Risk
Moderate
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.
Fund manager
Karan Singh
Exit load
N / A
Minimum sip
₹500
Minimum investment
₹500
Top Holdings
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Company
Assets
07.89 GJ SDL 2025
23.54%
Reliance Industries Limited
11.45%
Rural Electrification Corporation Limited
11.29%
Power Finance Corporation Limited
11.25%
Sector Allocation
About the Scheme Type
Short Duration Mutual Funds usually have an investment horizon spanning about 1 – 3 years, with a scope to be extended to 4 years. Short Duration Mutual Funds are often accompanied by modest risks and non-volatile returns and theydo not even attract penalty on pre-mature withdrawals. These are usually beneficial for investors with lower risk appetite and offer greater post tax returns in comparison to other non-equitycounterparts of the same tenure.
Ratings
This fund is rated 3 stars by Morning Star Ratings.