IDBI Short Term Bond Fund Growth

Category: Debt: Short Duration
Launch Date: 23-03-2011
Asset Class: Fixed Income
Benchmark: S&P BSE India Bond Index
Expense Ratio: 0.75% As on (31-08-2022)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 32.42 Cr As on (31-08-2022)
Turn over: -
NAV as on 04-10-2022

22.6374

0.01 (0.0539%)

CAGR Since Inception

7.33%

S&P BSE India Bond Index 8.76%

PERFORMANCE of IDBI Short Term Bond Fund Growth

Scheme Performance (%)

Data as on - 04-10-2022

Yearly Performance (%)

Fund Managers

Raju Sharma

Investment Objective

The Scheme seeks an allocation of the investment corpus in a diversified portfolio of debt and money market instruments.

RETURNS CALCULATOR for IDBI Short Term Bond Fund Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of IDBI Short Term Bond Fund Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
IDBI Short Term Bond Fund Growth 0.85 0.72 1.34 -2.57 6.66 1.78
Debt: Short Duration - - - - - -

PEER COMPARISION of IDBI Short Term Bond Fund Growth

Period
Data as on - 04-10-2022
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
IDBI Short Term Bond Fund Growth 23-03-2011 2.31 7.71 7.34 6.05 6.97
BANK OF INDIA Short Term Income Fund-Regular Plan- Growth 18-12-2008 17.55 10.52 6.85 1.96 5.21
Franklin India Short-Term Income Plan-Growth 31-01-2002 7.97 14.21 5.06 5.81 7.66
ICICI Prudential Short Term Fund - Growth Option 01-10-2001 3.65 4.73 6.56 6.64 7.86
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan 09-05-2003 3.36 4.51 6.28 6.59 8.13
UTI - Short Term Income Fund - Regular Plan - Growth Option 28-08-2007 3.14 6.36 7.68 4.64 6.91
UTI - Short Term Income Fund - Discontinued Regular Option -Growth Sub Option 24-06-2003 2.82 6.02 7.29 4.25 6.58
Axis Short Term Fund - Regular Plan - Growth Option 22-01-2010 2.8 3.94 5.94 6.47 7.46
Axis Short Term Fund - Retail Plan - Growth Option 05-03-2010 2.8 3.95 5.95 6.47 7.45
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan 01-01-2013 2.78 3.65 5.59 3.95 6.22

PORTFOLIO ANALYSIS of IDBI Short Term Bond Fund Growth

Asset Allocation (%)