Indiabulls Ultra Short Term Fund (G)

Indiabulls Ultra Short Term Fund (G)

AMC Name: Indiabulls Mutual Fund

Riskometer

Moderately Low

Investment Objective

Bench Mark S&P BSE Sensex
Fund Manager Malay Shah
Fund Horizon OPEN
Inception Date 06-Jan-2012
Scheme AUM(CR) ` 84.85
Minimum SIP/LUMPSUM ` 500/ ` 500
Increment SIP/LUMPSUM ` 1/ ` 1
SIP Dates 1,5,10,15,20,25
Entry Load Nil
Exit Load Nil
Expense Ratio 0.69

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 0.62% -4.10%
3 Month 1.99% -6.74%
6 Month 4.11% 1.68%
1 Year 7.96% -4.86%
3 Year 7.56% 9.23%
5 Year 8.09% 6.66%
Since Inception 8.54% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others