Indiabulls Savings Income Fund Regular IDCW Quarterly

Hybrid
Conservative Hybrid
Moderate Risk
6.97%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 13 Sep 2021₹11.53
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 (%)

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns14.1%7.0%8.2%8.4%
Category average3.2%7.1%6.0%NA
Rank with in category18249NA
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%

Expense ratio, exit load and tax

Expense ratio: 1.96%

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 terms
Check past data

Minimum investment amounts

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

Fund management

Sumit 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

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

Fund house & investment objective

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
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,

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Indiabulls Savings Income Fund Regular IDCW Quarterly
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