Indiabulls Savings Income Fund - Growth - Direct Plan

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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 (₹)

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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.)
HDFC Hybrid Debt Fund - Growth - Direct Plan Jan 01, 2013 8.27 5.88 7.60 1.34 2,923.69
UTI - Regular Savings Fund - Direct Plan - Growth Option Jan 01, 2013 4.28 6.47 7.65 1.12 2,308.79
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Direct Plan Jan 01, 2013 7.44 6.68 8.92 1.00 1,959.84
ICICI Prudential Regular Savings Fund - Direct Plan - Growth Jan 03, 2013 11.20 9.73 10.06 1.35 1,672.97
Nippon India Hybrid Bond Fund - Direct Plan Growth Plan - Growth Option Jan 02, 2013 4.78 6.07 7.52 1.18 1,594.34

Fund Holdings as on 31-October-2019

  • CCIL

  • Forbes Technosys Ltd

  • Hindustan Petroleum Corporation Ltd

  • LIC Housing Finance Ltd

  • Indian Bank

  • Indiabulls NIFTY 50 Exchange Traded Fund

  • HDFC Bank Ltd

  • Housing Development Finance Corporation

  • ICICI Bank Ltd

  • Net Receivable/Payable

  • State Bank of India

  • Maruti Suzuki India Ltd

  • Bank of Baroda

  • 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 ₹19.17 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 up ₹0.01(0.08%)yesterday to ₹14.83.

Among its top 3 holdings the fund has exposure to CCIL, Forbes Technosys Ltd and Hindustan Petroleum Corporation Ltd

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

  • Cash

  • CRISIL AAA

  • Equity

  • ICRA A(SO)

  • ICRA A1+

  • IND A1+

  • MFU

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