Indiabulls Savings Income Fund - Regular - Growth+0.1%

7.0%
1 Year Return
Hybrid
Conservative
1.0 star
1Y

Fund Details

Indiabulls Savings Income Fund - Regular - Growth

RiskModerate
Min SIP Amount₹500
Expense Ratio2.53%
NAV13.0 (16-Nov-2018)
Fund Started02-Dec-2015
Fund Size26 Cr

Returns

Fund
1Y
3Y
5Y
Indiabulls Savings Income Fund - Regular - Growth
7.0%
NA
NA

SIP Calculator

I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with 7.0% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the caregory
    2. 1Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Age is less than 3 years
    3. Risk is higher compared to the benchmark
    4. Higher expense ratio

    Top 10 Holdings

    Name% AssetsSectorInstrumentRating/SizeValue(Cr)
    1.25 Tanglin Developments Ltd. Nov 22 2019 29.9%ServicesDebenturesA-(SO)10.5
    8.65 Avanse Financial Services Ltd. Nov 2 2020 16.4%Financial ServicesDebenturesAA+(SO)5.7
    10.25 Indiabulls Real Estate Sep 28 2019 8.6%ConstructionDebenturesAA-3.0
    Treasury Bill (91D)8.5%SovereignT BillSovereign3.0
    9.4 Reliance Broadcast Network Ltd. Apr 12 2019 5.9%Media & EntertainmentDebenturesAA(SO)2.1
    11.28 Reliance Big Entertainment Pvt. Ltd. Apr 26 2019 5.7%Media & EntertainmentDebenturesAA+(SO)2.0
    10.38 Forbes Technosys Ltd. Mar 20 2020 5.6%Industrial ManufacturingDebenturesA+(SO)2.0
    CBLO(CCIL)4.8%Current AssetsMoney Market--1.7
    HDFC Bank Ltd.4.3%Financial ServicesEquityLarge Cap1.5
    Net Receivables/(Payable)3.5%Current AssetsNet Receivables/(Payables)--1.2
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    About Indiabulls Mutual Fund

    Indiabulls Mutual Fund started their mutual fund on 24/03/2011 and its managing total assets of Rs. 10,577 Cr. Its ranked at 24 as per total assets at end of 30th Sep 2017.

    Indiabulls Mutual Fund believes in creating value for customers by striking a balance between liquidity, good returns and keeping investor funds safe and transparent.

    The fund house was established on March 24th, 2011 and has a current asset under management of Rs.7992.42 crore. (As of June 2018). Indiabulls Trustee Company Ltd.acts as the trustee company to the asset management company.

    The mutual fund offers various schemes in different categories and aims to follow a risk- reward paradigm. With a wide array of mutual across various market categorization, it has targeted investors of different needs and financial goals. Indiabulls Mutual Fund believes in four core values, which are, customer comes first, transparency, integrity and professionalism.

    It is located in 110 towns and has 220 established branches across the country.

    Launch Date23 Mar 2011
    Address11th Floor, Indiabulls Finance Centre Tower-1, Senapati Bapat Marg, Elphinstone (West) Mumbai - 400013.
    Assets10,577 Cr
    SponsorNA
    Phone022-61891300
    Emailcustomercare@indiabullsamc.com
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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