Indiabulls Savings Income Fund Direct Growth

Hybrid
Conservative Hybrid
Moderate Risk
8.70%
3Y annualised
+0.03% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 13 Sep 2021₹17.42
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 (%)

Holdings (5)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec20.58%
Indiabulls Nifty 50 Exchange Traded Fund Regular - Growth
FinancialMutual Fund16.36%
FinancialEquity1.34%
FinancialEquity1.26%
State Bank of India
FinancialEquity1.06%

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns16.3%8.7%9.9%10.1%
Category average7.0%10.2%9.5%NA
Rank with in category15216NA
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Peer Comparison

Hybrid, Conservative Hybrid fundsRating1Y3YFund Size(Cr)
4
8.0%13.1%3,134.41
5
9.3%12.3%2,665.17
4
7.0%12.3%3,406.09
4
7.4%11.8%9,643.02
4
9.6%10.2%885.65

Expense ratio, exit load and tax

Expense ratio: 0.27%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Fund management

Sumit Bhatnagar
May 2021 - Present
View details

Karan Singh
May 2020 - Present
View details

Education
Mr. Singh is B.A (Honours) in Economics, PGDBF & CFA - Level 1
Experience
Prior to joining Groww Mutual Fund (formerly 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

Fund house & investment objective

Fund house contact details

Address
505 – 5th Floor, Tower 2B, One World Centre, Near Prabhadevi Railway Station, Lower Parel,Maharashtra Mumbai 400013
Phone
8050180222
Launch Date
10 Apr 2008
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,

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