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Indiabulls Savings Income Fund Regular IDCW Monthly-0.07%

12.82%
1 Year Return
Hybrid
Conservative
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Indiabulls Savings Income Fund Regular IDCW Monthly

RiskModerate
Min SIP Amount₹500
Expense Ratio2.00%
NAV₹10.74 (14 May 2021)
Fund Started03 Dec 2015
Fund Size12 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
12.8%
6.2%
8.4%
8.4%
Category Average
14.3%
5.8%
7.3%
-
Rank Within Category
29
23
9
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 12.8% returns per annum

Comparison

Data not available
Pros
1. 3Y Returns are higher than the category average returns
2. 5Y Returns are higher than the category average returns
3. Exit load is zero
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Higher expense ratio - 2.0%
3. 1Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
GOISovereignGOI Sec18.0%
Indiabulls Nifty 50 Exchange Traded Fund Regular - GrowthFinancialMutual Fund13.7%
HDFC Bank Ltd.FinancialEquity5.1%
ICICI Bank Ltd.FinancialEquity4.0%
State Bank of IndiaFinancialEquity1.2%

Fund Managers

Vikrant Mehta
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Malay Shah
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Sumit Bhatnagar
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Karan Singh
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Veekesh Gandhi
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Rajeev Desai
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Indiabulls Savings Income Fund Regular IDCW Monthly Details

Indiabulls Savings Income Fund Regular IDCW Monthly is a Hybrid Mutual Fund Scheme launched by Indiabulls Mutual Fund. This scheme was made available to investors on 03 Dec 2015. Malay Shah, Sumit Bhatnagar is the Current Fund Manager of Indiabulls Savings Income Fund Regular IDCW Monthly fund.The fund currently has an Asset Under Management(AUM) of ₹12 Cr and the Latest NAV as of 14 May 2021 is ₹10.74.

The Indiabulls Savings Income Fund Regular IDCW Monthly is rated Moderate risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500.

Investment Objective

The 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.

Tax Implications

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Scheme Information Document(SID)

₹500
Min for First Investment
₹500
Min for Second Investment
Nil
Exit Load

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About Indiabulls Mutual Fund

Address
11th Floor, Indiabulls Finance Centre Tower-1, Senapati Bapat Marg, Elphinstone (West) Mumbai - 400013.
Phone
022-61891300
Launch Date
24 Mar 2011
Indiabulls Mutual Fund
Asset Management Company
Custodian
HDFC Bank
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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