Indiabulls Savings Income Fund - Growth - Direct Plan

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  • Net Change on 19-07-2019

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

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Fund Objective

The primary objective of Scheme is to generate regular returns through investment primarily in debt and money market Instruments. The secondary objective of the Scheme is to generate long-term capital appreciation by investing a portion of the Scheme's assets in equity and equity related instruments.Monthly Income is not assured and is subject to availability of distributable surplus. However, there can be no assurance that the investment objective of the scheme will be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Crisil 1 Yr T-Bill Index N/A N/A N/A N/A N/A N/A
CRISIL Hybrid 75+25 - Conservative Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
UTI - Regular Savings Fund - Direct Plan - Growth Option Dec 16, 2003 1.34 6.20 8.09 1.78 2,465.63
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Direct Plan May 22, 2004 2.52 6.61 9.40 1.84 2,150.69
Reliance Hybrid Bond Fund - Direct Plan Growth Plan - Growth Option Jan 12, 2004 4.22 6.22 7.93 1.87 1,782.80
ICICI Prudential Regular Savings Fund - Direct Plan - Growth Mar 30, 2004 7.89 8.87 9.94 1.96 1,640.31
SBI DEBT HYBRID FUND - DIRECT PLAN - GROWTH Mar 23, 2001 Unrated 5.29 5.67 8.37 1.74 1,170.88

Fund Holdings as on 30-June-2019

  • TANGLIN DEVELOPMENTS LIMITED

  • FORBES TECHNOSYS LIMITED

  • UNION BANK OF INDIA

  • Indiabulls Mutual Fund

  • HDFC BANK LTD

  • ICICI BANK LTD

  • STATE BANK OF INDIA

  • Net Receivable/Payable

  • BANK OF BARODA

  • MARUTI SUZUKI INDIA LTD

  • MAHINDRA & MAHINDRA LTD

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  • Miscellaneous

  • Bank - Private

  • Bank - Public

  • Automobiles - Passenger Cars

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About Indiabulls Savings Income Fund

Scheme Analysis

Indiabulls Savings Income Fund is a Hybrid - Conservative Hybrid Fund fund and belongs to Indiabulls Mutual Fund. It was launched on 02-Dec-2015 and currently has an AUM of ₹20.28 crore. Indiabulls Savings Income Fund is benchmarked against Crisil 1 Yr T-Bill Index as primary index and CRISIL Hybrid 75+25 - Conservative Index as secondary index.

The NAV of Indiabulls Savings Income Fund ended down ₹-0.05(-0.38%)yesterday to ₹14.48.

Among its top 3 holdings the fund has exposure to TANGLIN DEVELOPMENTS LIMITED, FORBES TECHNOSYS LIMITED and UNION BANK OF INDIA

The Indiabulls Savings Income Fund is managed by Vikrant Mehta and Malay Shah.

Fund House Contact

11th Fl.,Tower-1,Indiabulls Finance Centre, Senapati Bapat Marg,Elphinstone Mills Comp.,Elphinstone(W) Mumbai – 400 013

022-30866253
022-66589925

Fund Manager

  • BWR A-(SO)

  • Cash

  • Equity

  • ICRA A+(SO)

  • ICRA A1+

  • MFU

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