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Indiabulls Short Term Fund Direct Plan Fortnightly Dividend Reinvestment Option

Debt

  

Short Duration Fund

NAV

1004.712 + 0.9617

as on (31 Mar, 2020)

RETURNS

4.64 %

Fund Type

Open Ended

Investment Plan

Dividend Reinvestment

Expense Ratio

0.13 %

Benchmark

CRISIL Short Term Bond Fund TR INR

Asset Size

43.2 Cr.

(As of 30 Apr, 2019)

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.

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Fund manager

Karan Singh

(since 16 Apr, 2018)

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

Tanglin Developments Limited

13.88 %

Forbes Technosys Limited

12.61 %

INDIABULLS REAL ESTATE LIMITED

11.48 %

Reliance Broadcast Network Limited

11.24 %

Sector Allocation

About the Scheme Type

Short Duration Fund

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.

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Overview of Indiabulls Asset Management Company Ltd

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