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Indiabulls Savings Income Fund Regular IDCW Monthly

Hybrid
Conservative Hybrid
Moderate Risk
12.45%
1Y return
-0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Aug 2021₹10.87
Min. SIP Amount₹500
Rating3star
Fund Size₹11.49 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns12.4%6.3%8.2%8.3%
Category average14.2%7.4%7.4%NA
Rank with in category192210NA
Understand termsinfo

Holdings (5)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec18.2%
Indiabulls Nifty 50 Exchange Traded Fund Regular - Growth
FinancialMutual Fund14.5%
HDFC Bank Ltd.FinancialEquity2.4%
ICICI Bank Ltd.FinancialEquity2.2%
State Bank of India
FinancialEquity1.5%

Pros and cons

Category: Hybrid Conservative Hybrid

Pros

  • 5Y Returns are higher than the category average returns
  • Exit load is zero

Cons

  • Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
  • Higher expense ratio - 2.0%
  • 3Y Returns are lower than the category average returns
  • 1Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 2.0%

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, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

Vikrant Mehta
Jun 2019 - Present
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Malay Shah
Nov 2015 - Present
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Sumit Bhatnagar
May 2021 - Present
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Karan Singh
May 2020 - Present
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Veekesh Gandhi
Jan 2019 - Present
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Rajeev Desai
May 2020 - Present
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Fund house & investment objective

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Fund house contact details

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