Indiabulls Short Term Fund(W-IDCW)

1012.31 -0.24 (-0.02%) NAV as on 17-Sep-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return4.625.324.304.504.585.39
Category Avg4.956.395.366.234.587.18
Category Best9.8410.569.799.709.779.89
Category Worst-1.193.821.244.653.695.12

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
20210.83NANA-0.07
20202.140.572.221.38
20191.900.590.242.21
20181.231.572.641.78
20171.751.770.711.92
20161.882.551.732.02

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20206.452429NA
20195.021931NA
20187.41233NA
20176.281033NA
20168.432535NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
HDFC Short Term Debt Fund(G)25.3225-Jun-105.988.877.948.62
ICICI Pru Short Term Fund(G)47.1629-Oct-015.968.677.638.1
Aditya Birla SL Short Term Fund(G)37.6409-May-035.948.647.487.48
Axis Short Term Fund-Reg(G)24.5325-Jan-105.278.487.528
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]1.2055
Semi Standard Deviation [%]0.0638
Beta [%]0.3264
Sharp Ratio [%]0.0715
R-Square [%]0.4770
Expense Ratio [%]1.4300
AVG Ratio [%]0.0094
Other Ratios
Jenson Ratio [%]0.0069
Treynor Ratio [%]0.0195
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0070
SORTINO Ratio [%]-0.0247

Return Calculator

MARKET STATS As on 17/09/2021 As on 17/09/2021

17585.15 (-0.25) 59015.89 (-0.21)

TOP GAINERS

Company Price Change Gain (%)
Dodla Dairy636.40104.0019.53
Surya Roshni774.30119.9018.32

TOP LOSERS

Company Price Change Loss (%)
CESC92.20-789.85-89.55
RPP Infra Projects77.00-9.85-11.34

Portfolio Comparison

MUTUAL FUND ACTIVITY