Indiabulls Savings Income Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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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 Dec 26, 2003 Unrated 5.71 4.18 6.45 1.88 2,331.11
ICICI Prudential Regular Savings Fund - Plan - Growth Mar 30, 2004 9.11 7.46 8.81 1.93 2,114.64
UTI - Regular Savings Fund - Regular Plan - Growth Option Dec 16, 2003 Unrated 4.04 3.23 5.86 1.79 1,637.67
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan May 22, 2004 Unrated 2.25 1.57 6.31 1.99 1,169.45
SBI DEBT HYBRID FUND - REGULAR PLAN - GROWTH Mar 23, 2001 6.96 4.49 6.91 1.81 959.25

Fund Holdings as on 30-September-2020

  • CCIL

  • 7.00% GOI 21-Jan-2021

  • 7.37% GOI 16-APR-2023

  • Indiabulls Mutual Fund

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Net Receivable/Payable

  • State Bank of India

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  • Miscellaneous

  • Bank - Private

  • Bank - Public

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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 ₹13.02 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 ₹-0.03(-0.2%)yesterday to ₹14.2691.

Among its top 3 holdings the fund has exposure to CCIL, and

The Indiabulls Savings Income Fund is managed by Karan Singh and Rajeev Desai.

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