INDProtect

Overview (as on 22 Jan 2021)

NAV

₹1,012.3254

1y returns

4.319%

Fund AUM

₹27 Cr

Expense Ratio

1.43%

Min SIP

₹500

Min Lumpsum

₹500

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Government
47.16%
Cash Equivalent
44.97%
Corporate
7.87%
Debt Credit Ratings
AAA
100.00%

Key Metrics

Modified Duration 

NA

Average Maturity 

NA

Yield to Maturity 

NA

Holdings

  • Holding Name

    Type

    Holding Percentage

    INDProtect

  • 07.89 GJ SDL 2025

    Sovereign

    Debt

    24.15%

  • Ccil

    Cash

    21.20%

  • Reliance Industries Limited

    CRISIL AAA

    Debt

    11.64%

  • Power Finance Corporation Limited

    CRISIL AAA

    Debt

    11.46%

  • Rural Electrification Corporation Limited

    CRISIL AAA

    Debt

    11.46%

Fund Details

Investment Objectives
"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 u2013 3 years. However, there can be no assurance that the investment objective of the scheme will be achieved."
Scheme Name
Indiabulls Short Term Fund Regular Plan Fortnightly Dividend Payout Option
Scheme Document
Exit Load

After 0 Years : 0%

Plan Started
26 May, 2016
Fund Manager
Vikrant Mehta
Fund House Details
Fund House
Indiabulls Asset Management Company Ltd.
Email
NA
Phone
+912266589925
Address
Indiabulls Asset Management Company Ltd.,11th Floor,Tower-1, Indiabulls Finance Centre,,Elphinstone Mills Compound, Senapati Bapat Marg,,Elphinstone (West)

Other Related Plans

Peer Funds

Indiabulls Short Term Fund Regular Plan Fortnig...

NAV

₹1,012.3254

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    success

    Fund is in Top 20 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Vikrant Mehta
Vikrant Mehta

manager

Work Experience
"null"
Karan Singh
Karan Singh

leader

Work Experience
"null"

Finzoom Investment Advisors Private Limited (Brand Name - INDmoney, INDwealth, IND.app, IND.money, INDsave.com) makes no warranties or representations, express or implied, on products and services offered through the platform. It accepts no liability for any damages or losses, however, caused in connection with the use of, or on the reliance of its advisory or related services.

Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs. Performance and returns of any investment portfolio can neither be predicted nor guaranteed.

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[SEBI RIA Registration No: INA100012190] [Type of Registration: Non-Individual] [Validity of registration: December 17, 2018-Perpetual] [Address: 616, 6th Floor, Suncity Success Tower, Golf Course Extension Road, Sector – 65, Gurugram, Haryana- 122005] [Principal Officer details: Mr. Gaurav Sharma, Email id: principalofficer@indwealth.in, Contact No. 8800826254] [Corresponding SEBI local office address: Securities and Exchange Board of India, Local Office, First Floor, SCO 127-128, Sector 17C, Chandigarh-160017]

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