IDBI Short Term Bond Fund – Direct Growth
₹ 500
Min SIP
₹ 5,000
Min Lumpsum
0.28 %
Expense Ratio
Rating
25
Fund Size (in Cr)
12 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 6.7% | 7.8% | 7% | 7.7% | ||||
| Category Average | 21.3% | 22.1% | 14% | - |
Scheme Allocation
By Holding
By Sector
By Asset
TBILL-364D
GSEC2027
St Bk of India
Power Fin.Corpn.
REC Ltd
Others
Advance Ratio
0.02
Alpha
0.22
SD
-0
Beta
0.08
Sharpe
Exit Load
| Exit Load | Nil |
|---|
Fund Objective
The investment objective of the Scheme is to provide investors with regular income by investing in debt and money market instruments, such that the Macaulay duration of the portfolio is maintained between 1 year to 3 years. However, there can be no assurance that the investment objective of the Scheme will be realized.
Fund Managers
Raju Sharma - Fixed income - Fund Manager
Mr. Raju Sharma is the Head Fixed Income and Fund Manager at IDBI Mutual Fund. He has 29 plus years of experience in financial services, including fund management, debt capital market, and treasury. A Chartered Accountant and LLB, he joined IDBI Mutual Fund in May 2017. Before that, he was associated with Greenbridge Capital Advisory, Indiabulls Asset Management Company Ltd., Tata Mutual Fund, SPA Securities Limited, etc.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Debt .
- Short Duration .
-
- 408
-
7.9%Fund Size - 408
-
9.1%Fund Size - 408
-
5.6%Fund Size - 408
-
- Debt .
- Short Duration .
-
- 2,383
-
7.1%Fund Size - 2,383
-
7%Fund Size - 2,383
-
5.6%Fund Size - 2,383
-
- Debt .
- Short Duration .
-
- 18,244
-
7.9%Fund Size - 18,244
-
6.2%Fund Size - 18,244
-
8%Fund Size - 18,244
-
- Debt .
- Short Duration .
-
- 6,164
-
6.8%Fund Size - 6,164
-
5.8%Fund Size - 6,164
-
7.5%Fund Size - 6,164
-
- Debt .
- Short Duration .
-
- 13,224
-
6.7%Fund Size - 13,224
-
5.2%Fund Size - 13,224
-
7.4%Fund Size - 13,224
AMC Contact Details
IDBI Mutual Fund
AUM:
3,740 Cr
Address:
4th Floor, IDBI Tower, WTC Complex,
Cuffe Parade, Colaba,
Mumbai - 400005
Contact:
022 - 66442800
Email ID:
contactus@idbimutual.co.in
More Funds from IDBI Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Aggressive Hybrid .
-
- 179
-
14.7%Fund Size - 179
-
15.5%Fund Size - 179
-
8.6%Fund Size - 179
-
- Equity .
- ELSS .
-
- 484
-
20%Fund Size - 484
-
21.7%Fund Size - 484
-
11.8%Fund Size - 484
-
- Other .
- Index .
-
- 207
-
19.7%Fund Size - 207
-
21.8%Fund Size - 207
-
13.2%Fund Size - 207
-
- Equity .
- Large Cap .
-
- 654
-
18.9%Fund Size - 654
-
23.4%Fund Size - 654
-
14.9%Fund Size - 654
-
- Equity .
- Flexi Cap .
-
- 382
-
17.2%Fund Size - 382
-
24.1%Fund Size - 382
-
14.4%Fund Size - 382
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 654
-
18.9%Fund Size - 654
-
23.4%Fund Size - 654
-
14.9%Fund Size - 654
-
- Equity .
- Large Cap .
-
- 10,202
-
10%Fund Size - 10,202
-
19.8%Fund Size - 10,202
-
14.4%Fund Size - 10,202
-
- Equity .
- Large Cap .
-
- 15,583
-
18.8%Fund Size - 15,583
-
28.1%Fund Size - 15,583
-
14.4%Fund Size - 15,583
-
- Equity .
- Large Cap .
-
- 1,517
-
11.1%Fund Size - 1,517
-
20.1%Fund Size - 1,517
-
13.9%Fund Size - 1,517
-
- Equity .
- Large Cap .
-
- 757
-
19.7%Fund Size - 757
-
23%Fund Size - 757
-
13.7%Fund Size - 757
Frequently Asked Questions
How to invest in IDBI Short Term Bond Fund – Direct Growth ?
You can invest in IDBI Short Term Bond Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for IDBI Short Term Bond Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of IDBI Short Term Bond Fund – Direct Growth ?
The NAV of IDBI Short Term Bond Fund – Direct Growth is ₹25.7 as of 21 July 2023.
How to redeem IDBI Short Term Bond Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of IDBI Short Term Bond Fund – Direct Growth?
The minimum SIP amount of IDBI Short Term Bond Fund – Direct Growth is ₹500
How can I redeem my investments in IDBI Short Term Bond Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select IDBI Short Term Bond Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select IDBI Short Term Bond Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
How much returns have IDBI Short Term Bond Fund – Direct Growth generated ?
The IDBI Short Term Bond Fund – Direct Growth has delivered 7.7% since inception
What is the expense ratio of IDBI Short Term Bond Fund – Direct Growth ?
The expense ratio of IDBI Short Term Bond Fund – Direct Growth is 0.28 % as of 21 July 2023.
What is the AUM of IDBI Short Term Bond Fund – Direct Growth?
The AUM of IDBI Short Term Bond Fund – Direct Growth is ₹3,740 Cr as of 21 July 2023
What are the top stock holdings of IDBI Short Term Bond Fund – Direct Growth?
The top stock holdings of IDBI Short Term Bond Fund – Direct Growth are
- TBILL-364D - 30.61%
- GSEC2027 - 11.15%
- St Bk of India - 8.96%
- Power Fin.Corpn. - 8.31%
- REC Ltd - 8.15%
Can I make investments in both the SIP and Lump Sum schemes of IDBI Short Term Bond Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of IDBI Short Term Bond Fund – Direct Growth based on your investment objective and risk tolerance.