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This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹25 Cr

Lock In Period

N/A

Expense Ratio

0.75

Benchmark

Crisil Short-Term Bond Fund Index

Exit Load

Nil

Summary

Latest details for IDBI Short Term Bond Fund Growth include a ₹23.7797 NAV as of Jul 12,2023 and returns since inception of 23.72%. Minimum investments start at SIP ₹500. The IDBI Short Term Bond Fund Growth AUM is ₹25 Cr, with a lock-in of N/A years, expense ratio of 0.75%, and benchmark Crisil Short-Term Bond Fund Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.38% returns, against a category average of 0.79% and a category best of 192.10%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.380.79192.10
6M3.110.78192.10
1Y6.224.41192.10
3Y7.3512.32219.54

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2023-07-15
View allocation % by

1. 364 DAY T-BILL 06.06.2455.44%
2. TREPS12.04%
3. 7.06% CGL 20289.80%
4. Net Receivable / Payable0.88%

1. State Bank of India11.64%
2. REC Ltd.10.20%

About Fund

IDBI Short Term Bond Fund Growth managed by IDBI Mutual Fund,is a Short Duration Fundsscheme with Assets Under Management of ₹25 Crore. The fund benchmarks its performance against the Crisil Short-Term Bond Fund Index while maintaining an expense ratio of 0.75. Under the expert guidance of Raju Sharma ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Raju Sharma

Mr. Raju is a Commerce graduate and holds a degree of CA and LLB. He has over 20 years of work experience in the financial services industry. He has exposure to fixed income fund management, investment banking, treasury, debt broking etc. Prior to joining Indiabulls Asset Management Company Limited, he was working in the capacity of Senior Fund Manager and Head Cash & Hybrid Funds with Tata Asset Management Limited. He has also worked with broking companies and NBFCs.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundAxis Short Duration Fund Growth49068.65 CR0.91
This FundHDFC Short Term Debt Fund - Growth415513.23 CR0.7
This FundIDBI Short Term Bond Fund Growth025.49 CR0.75
This FundICICI Prudential Short Term Fund Growth421470.23 CR1.06
This FundFranklin India Short Term Income Plan Growth036.54 CR1.53
Fund Name1Y3Y
This FundAxis Short Duration Fund Growth5.348322.8609
This FundHDFC Short Term Debt Fund - Growth5.211623.3469
This FundIDBI Short Term Bond Fund Growth6.206223.353
This FundICICI Prudential Short Term Fund Growth5.526523.4344
This FundFranklin India Short Term Income Plan Growth192.0971219.539

FAQs

IDBI Short Term Bond Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of IDBI Short Term Bond Fund Growth is 0.75. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

IDBI Short Term Bond Fund Growth’s fund performance is as follows:
  • 1 Month : 0.38%
  • 6 Months : 3.11%
  • 1 Year : 6.22%
  • 3 Years : 7.35%
Returns of IDBI Short Term Bond Fund Growth are updated daily based on NAV of ₹ 23.7797 as on Jul 12,2023. Since inception, the return has been 23.72%.

You can invest in IDBI Short Term Bond Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of IDBI Short Term Bond Fund Growth is ₹25 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in IDBI Short Term Bond Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500