How to Invest in Indiabulls Savings Income Fund Direct IDCW Monthly?

You can easily invest in Indiabulls Savings Income Fund Direct IDCW Monthly in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Indiabulls Savings Income Fund Direct IDCW Monthly from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Indiabulls Savings Income Fund Direct IDCW Monthly as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Indiabulls Savings Income Fund Direct IDCW Monthly provide?

The Indiabulls Savings Income Fund Direct IDCW Monthly has been there from 02 Dec 2015 and the average annual returns provided by this fund is 16.25% since its inception.

How much expense ratio is charged by Indiabulls Savings Income Fund Direct IDCW Monthly?

The term Expense Ratio used for Indiabulls Savings Income Fund Direct IDCW Monthly or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Indiabulls Savings Income Fund Direct IDCW Monthly is 0.27% as of 01 Feb 2023...

What is the AUM of Indiabulls Savings Income Fund Direct IDCW Monthly?

The AUM, short for Assets Under Management of Indiabulls Savings Income Fund Direct IDCW Monthly is ₹10.42Cr as of 01 Feb 2023.

How to Redeem Indiabulls Savings Income Fund Direct IDCW Monthly?

If you want to sell your Indiabulls Savings Income Fund Direct IDCW Monthly holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

What is the NAV of Indiabulls Savings Income Fund Direct IDCW Monthly?

The NAV of Indiabulls Savings Income Fund Direct IDCW Monthly is ₹12.00 as of 13 Sep 2021.

What is the PE and PB ratio of Indiabulls Savings Income Fund Direct IDCW Monthly?

The PE ratio ratio of Indiabulls Savings Income Fund Direct IDCW Monthly is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Indiabulls Savings Income Fund Direct IDCW Monthly - NAV, Mutual Fund Performance & Portfolio

Indiabulls Savings Income Fund Direct IDCW Monthly
Hybrid
Conservative Hybrid
Moderate Risk
Payout
8.70%
3Y annualised
+0.03% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 13 Sep 2021₹12.00
Min. SIP amountNot Supported
Rating3
Fund size₹10.42Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns16.3%8.7%9.9%10.1%
Category average3.6%7.1%6.0%NA
Rank with in category15216NA
Understand terms
Holdings (5)NameSectorInstrumentAssets
GOI
SovereignGOI Sec20.6%
Indiabulls Nifty 50 Exchange Traded Fund Regular - Growth
FinancialMutual Fund16.4%
ICICI Bank Ltd.FinancialEquity1.3%
HDFC Bank Ltd.FinancialEquity1.3%
State Bank of India
FinancialEquity1.1%
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
30 Sep 2021 - Present
0.27%
31 Aug 2021 - 30 Sep 2021
0.25%
31 Jul 2021 - 31 Aug 2021
0.25%
30 Jun 2021 - 31 Jul 2021
0.25%
31 May 2021 - 30 Jun 2021
0.25%
30 Apr 2021 - 31 May 2021
0.25%
31 Mar 2021 - 30 Apr 2021
0.25%
28 Feb 2021 - 31 Mar 2021
0.25%
31 Jan 2021 - 28 Feb 2021
0.25%
31 Dec 2020 - 31 Jan 2021
0.25%
30 Nov 2020 - 31 Dec 2020
0.25%
31 Oct 2020 - 30 Nov 2020
0.25%
30 Sep 2020 - 31 Oct 2020
0.25%
31 Jul 2020 - 30 Sep 2020
0.25%
30 Jun 2020 - 31 Jul 2020
0.25%
31 May 2020 - 30 Jun 2020
0.25%
30 Apr 2020 - 31 May 2020
0.25%
31 Mar 2020 - 30 Apr 2020
0.57%
29 Feb 2020 - 31 Mar 2020
0.25%
31 Jan 2020 - 29 Feb 2020
1.27%
31 Dec 2019 - 31 Jan 2020
1.27%
30 Nov 2019 - 31 Dec 2019
1.27%
31 Oct 2019 - 30 Nov 2019
1.27%
30 Sep 2019 - 31 Oct 2019
1.27%
31 Aug 2019 - 30 Sep 2019
1.27%
31 Jul 2019 - 31 Aug 2019
1.27%
30 Jun 2019 - 31 Jul 2019
1.27%
31 May 2019 - 30 Jun 2019
1.27%
30 Apr 2019 - 31 May 2019
1.29%
31 Mar 2019 - 30 Apr 2019
1.58%
28 Feb 2019 - 31 Mar 2019
1.58%
31 Jan 2019 - 28 Feb 2019
1.58%
31 Dec 2018 - 31 Jan 2019
1.58%
30 Nov 2018 - 31 Dec 2018
1.58%
31 Oct 2018 - 30 Nov 2018
1.58%
30 Sep 2018 - 31 Oct 2018
1.58%
31 Aug 2018 - 30 Sep 2018
1.58%
31 Jul 2018 - 31 Aug 2018
1.58%
30 Jun 2018 - 31 Jul 2018
1.58%
31 May 2018 - 30 Jun 2018
0.35%
30 Apr 2018 - 31 May 2018
0.35%
31 Mar 2018 - 30 Apr 2018
0.32%
28 Feb 2018 - 31 Mar 2018
0.35%
31 Jan 2018 - 28 Feb 2018
1.68%
31 Dec 2017 - 31 Jan 2018
1.65%
30 Nov 2017 - 31 Dec 2017
1.24%
31 Oct 2017 - 30 Nov 2017
0.71%
Expense ratio, exit load and taxExpense ratio: 0.27%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementSumit Bhatnagar
May 2021 - Present
View details
Education
Mr. Bhatnagar is an MBA (Investment Management) from University of Toronto, Canada and CFA Charter (USA).
Experience
Prior to joining Indiabulls Mutual Fund he has worked with SEBI.
Also manages these schemes
Indiabulls Bluechip Fund Growth
Indiabulls Bluechip Fund IDCW
Indiabulls Bluechip Direct Fund Growth
Indiabulls Bluechip Direct Fund IDCW
Indiabulls Arbitrage Fund Direct Growth
Indiabulls Arbitrage Fund Regular Growth
Indiabulls Value Fund Direct Growth
Indiabulls Value Fund Direct IDCW
Indiabulls Value Fund Regular Growth
Indiabulls Value Fund Regular IDCW
Indiabulls Savings Income Fund Direct Growth
Indiabulls Savings Income Fund Direct IDCW Monthly
Indiabulls Savings Income Fund Regular IDCW Monthly
Indiabulls Savings Income Fund Regular Growth
Indiabulls Arbitrage Fund Direct IDCW Monthly
Indiabulls Arbitrage Fund Regular IDCW Monthly
Indiabulls Arbitrage Fund Direct IDCW Quarterly
Indiabulls Arbitrage Fund Regular IDCW Quarterly
Indiabulls Arbitrage Fund Direct IDCW Half Yearly
Indiabulls Arbitrage Fund Regular IDCW Half Yearly
Indiabulls Arbitrage Fund Direct IDCW Yearly
Indiabulls Arbitrage Fund Regular IDCW Yearly
Indiabulls Bluechip Direct IDCW Monthly
Indiabulls Bluechip Regular IDCW Monthly
Indiabulls Bluechip Direct IDCW Quarterly
Indiabulls Bluechip Regular IDCW Quarterly
Indiabulls Bluechip Regular IDCW Half Yearly
Indiabulls Bluechip Direct IDCW Half Yearly
Indiabulls Value Fund Direct IDCW Monthly
Indiabulls Value Fund Regular IDCW Monthly
Indiabulls Value Fund Direct IDCW Quarterly
Indiabulls Value Fund Regular IDCW Quarterly
Indiabulls Value Fund Direct IDCW Half Yearly
Indiabulls Value Fund Regular IDCW Half Yearly
Indiabulls Tax Savings Fund Direct IDCW
Indiabulls Tax Savings Fund Direct Growth
Indiabulls Tax Savings Fund Regular IDCW
Indiabulls Tax Savings Fund Regular Growth
Indiabulls Savings Income Fund Regular IDCW Quarterly
Indiabulls Equity Hybrid Fund Direct Growth
Indiabulls Equity Hybrid Fund Direct IDCW
Indiabulls Equity Hybrid Fund Direct IDCW Quarterly
Indiabulls Equity Hybrid Fund Direct IDCW Half Yearly
Indiabulls Equity Hybrid Fund Regular IDCW
Indiabulls Equity Hybrid Fund Regular IDCW Monthly
Indiabulls Equity Hybrid Fund Regular Growth
Indiabulls Equity Hybrid Fund Direct IDCW Monthly
Indiabulls Equity Hybrid Fund Regular IDCW Quarterly
Indiabulls Equity Hybrid Fund Regular IDCW Half Yearly
Indiabulls Nifty 50 ETF
Karan Singh
May 2020 - Present
View details
Education
Mr. Singh is B.A (Honours) in Economics, PGDBF & CFA - Level 1
Experience
Prior to joining IndiaBulls Mutual Fund he has worked with Taurus Corporate Advisory Services Ltd., DIOS Capital, Invesco Asset Management Company Ltd., Fidelity Investments and ICRA Ltd.
Also manages these schemes
Indiabulls Liquid Fund Growth
Indiabulls Liquid Fund IDCW Daily
Indiabulls Liquid Fund IDCW Weekly
Indiabulls Liquid Fund IDCW Fortnightly
Indiabulls Liquid Fund IDCW Monthly
Indiabulls Ultra Short Term Fund Growth
Indiabulls Ultra Short Term Fund IDCW Weekly
Indiabulls Ultra Short Term Fund IDCW Fortnightly
Indiabulls Ultra Short Term Fund IDCW Monthly
Indiabulls Ultra Short Term Fund IDCW Daily
Indiabulls Gilt Fund Direct Growth
Indiabulls Gilt Fund Direct IDCW Weekly
Indiabulls Gilt Fund Direct IDCW Fortnightly
Indiabulls Gilt Fund Direct IDCW Monthly
Indiabulls Gilt Fund Growth
Indiabulls Gilt Fund IDCW Weekly
Indiabulls Gilt Fund IDCW Fortnightly
Indiabulls Gilt Fund IDCW Monthly
Indiabulls Liquid Direct Fund Growth
Indiabulls Liquid Direct Fund IDCW Daily
Indiabulls Liquid Direct Fund IDCW Weekly
Indiabulls Liquid Direct Fund IDCW Fortnightly
Indiabulls Liquid Direct Fund IDCW Monthly
Indiabulls Ultra Short Term Direct Fund Growth
Indiabulls Ultra Short Term Direct Fund IDCW Daily
Indiabulls Ultra Short Term Direct Fund IDCW Weekly
Indiabulls Ultra Short Term Direct Fund IDCW Fortnightly
Indiabulls Ultra Short Term Direct Fund IDCW Monthly
Indiabulls Income Fund Direct Growth
Indiabulls Income Fund Direct IDCW Monthly
Indiabulls Income Fund Direct IDCW Quarterly
Indiabulls Income Fund Direct IDCW Half Yearly
Indiabulls Income Fund Regular IDCW Half Yearly
Indiabulls Income Fund Regular Growth
Indiabulls Income Fund Regular IDCW Monthly
Indiabulls Income Fund Regular IDCW Quarterly
Indiabulls Short Term Fund Direct Growth
Indiabulls Short Term Fund Direct IDCW Weekly
Indiabulls Short Term Fund Direct IDCW Fortnightly
Indiabulls Short Term Fund Direct IDCW Monthly
Indiabulls Short Term Fund Regular Growth
Indiabulls Short Term Fund Regular IDCW Weekly
Indiabulls Short Term Fund Regular IDCW Fortnightly
Indiabulls Short Term Fund Regular IDCW Monthly
Indiabulls Arbitrage Fund Direct Growth
Indiabulls Arbitrage Fund Regular Growth
Indiabulls Value Fund Direct Growth
Indiabulls Value Fund Direct IDCW
Indiabulls Value Fund Regular Growth
Indiabulls Value Fund Regular IDCW
Indiabulls Savings Income Fund Direct Growth
Indiabulls Savings Income Fund Direct IDCW Monthly
Indiabulls Savings Income Fund Regular IDCW Monthly
Indiabulls Savings Income Fund Regular Growth
Indiabulls Arbitrage Fund Direct IDCW Monthly
Indiabulls Arbitrage Fund Regular IDCW Monthly
Indiabulls Arbitrage Fund Direct IDCW Quarterly
Indiabulls Arbitrage Fund Regular IDCW Quarterly
Indiabulls Arbitrage Fund Direct IDCW Half Yearly
Indiabulls Arbitrage Fund Regular IDCW Half Yearly
Indiabulls Arbitrage Fund Direct IDCW Yearly
Indiabulls Arbitrage Fund Regular IDCW Yearly
Indiabulls Value Fund Direct IDCW Monthly
Indiabulls Value Fund Regular IDCW Monthly
Indiabulls Value Fund Direct IDCW Quarterly
Indiabulls Value Fund Regular IDCW Quarterly
Indiabulls Value Fund Direct IDCW Half Yearly
Indiabulls Value Fund Regular IDCW Half Yearly
Indiabulls Tax Savings Fund Direct IDCW
Indiabulls Tax Savings Fund Direct Growth
Indiabulls Tax Savings Fund Regular IDCW
Indiabulls Tax Savings Fund Regular Growth
Indiabulls Savings Income Fund Regular IDCW Quarterly
Indiabulls Savings Fund Direct Growth
Indiabulls Savings Fund Regular Growth
Indiabulls Dynamic Bond Fund Direct Growth
Indiabulls Dynamic Bond Fund Regular Growth
Indiabulls Dynamic Bond Fund Direct IDCW Monthly
Indiabulls Dynamic Bond Fund Regular IDCW Monthly
Indiabulls Dynamic Bond Fund Regular IDCW Daily
Indiabulls Dynamic Bond Fund Regular IDCW Weekly
Indiabulls Dynamic Bond Fund Direct IDCW Fortnightly
Indiabulls Dynamic Bond Fund Direct IDCW Daily
Indiabulls Dynamic Bond Fund Direct IDCW Weekly
Indiabulls Dynamic Bond Fund Regular IDCW Fortnightly
Indiabulls Equity Hybrid Fund Direct Growth
Indiabulls Equity Hybrid Fund Direct IDCW
Indiabulls Equity Hybrid Fund Direct IDCW Quarterly
Indiabulls Equity Hybrid Fund Direct IDCW Half Yearly
Indiabulls Equity Hybrid Fund Regular IDCW
Indiabulls Equity Hybrid Fund Regular IDCW Monthly
Indiabulls Equity Hybrid Fund Regular Growth
Indiabulls Equity Hybrid Fund Direct IDCW Monthly
Indiabulls Equity Hybrid Fund Regular IDCW Quarterly
Indiabulls Equity Hybrid Fund Regular IDCW Half Yearly
Indiabulls Nifty 50 ETF
Indiabulls Banking And PSU Debt Fund Direct Growth
Indiabulls Banking And PSU Debt Fund Direct IDCW Weekly
Indiabulls Banking And PSU Debt Fund Regular Growth
Indiabulls Banking And PSU Debt Fund Regular IDCW Daily
Indiabulls Overnight Fund Direct Growth
Indiabulls Overnight Fund Direct IDCW Weekly
Indiabulls Overnight Fund Direct IDCW Fortnightly
Indiabulls Overnight Fund Direct IDCW Monthly
Indiabulls Overnight Fund Regular Growth
Indiabulls Overnight Fund Regular IDCW Daily
Indiabulls Overnight Fund Regular IDCW Weekly
Indiabulls Overnight Fund Regular IDCW Fortnightly
Indiabulls Overnight Fund Direct IDCW Daily
Indiabulls Overnight Fund Regular IDCW Monthly
Indiabulls Liquid Unclaimed Unclaimed Redemption Upto 3 yrs
Indiabulls Liquid Unclaimed Unclaimed IDCW Upto 3 yrs
Indiabulls Liquid Unclaimed Unclaimed Redemption Above 3 yrs
Indiabulls Liquid Unclaimed Unclaimed IDCW Above 3 yrs
Fund house & investment objective
Indiabulls Mutual Fund
Rank (total assets)#35 in India
Total AUM₹543.02Cr
Date of Incorporation10 Apr 2008
 Indiabulls Savings Income Fund Direct IDCW Monthly is a Hybrid Mutual Fund Scheme launched by Indiabulls Mutual Fund. This scheme was made available to investors on 10 Apr 2008. Malay Shah, Sumit Bhatnagar is the Current Fund Manager of Indiabulls Savings Income Fund Direct IDCW Monthly fund. The fund currently has an Asset Under Management(AUM) of ₹543 Cr and the Latest NAV as of 13 Sep 2021 is ₹12.00.
The Indiabulls Savings Income Fund Direct IDCW Monthly is rated Moderate risk. Minimum SIP Investment is set to ₹500.
;
Investment ObjectiveThe Scheme seeks to generate regular monthly returns through investment primarily in debt securities. The secondary objective of the Scheme is to generate long-term capital appreciation by investing a portion of the Scheme's assets in equity securities.
;
Fund benchmarkCRISIL Hybrid 75+25 Conservative Index
Scheme Information Document(SID)
Fund house contact details
Address
Indiabulls Finance Centre - 11th Floor,Elphinstone Mills, Senapati Bapat Marg,Elphinstone (W), Mumbai 400013
Phone
022-61891300 / 1800-2666-002
Launch Date
10 Apr 2008
E-mail
[email protected]
Website
NA
Indiabulls Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Indiabulls Savings Income Fund Direct IDCW Monthly
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	16.3%	8.7%	9.9%	10.1%
Category average	3.6%	7.1%	6.0%	NA
Rank with in category	15	21	6	NA

Name	Sector	Instrument	Assets
GOI	Sovereign	GOI Sec	20.6%
Indiabulls Nifty 50 Exchange Traded Fund Regular - Growth	Financial	Mutual Fund	16.4%
ICICI Bank Ltd.	Financial	Equity	1.3%
HDFC Bank Ltd.	Financial	Equity	1.3%
State Bank of India	Financial	Equity	1.1%

Rank (total assets)	#35 in India
Total AUM	₹543.02Cr

Date of Incorporation	10 Apr 2008

Fund benchmark	CRISIL Hybrid 75+25 Conservative Index

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Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	3
Fund size	₹10.42Cr

Indiabulls Savings Income Fund Direct IDCW Monthly

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (5)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.27%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Sumit BhatnagarMay 2021 - PresentView details

Karan SinghMay 2020 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Sumit Bhatnagar
May 2021 - Present
View details

Karan Singh
May 2020 - Present
View details