Indiabulls Savings Income Regular Growth - Latest NAV, Returns, Performance & Portfolio

Indiabulls Savings Income Regular Growth

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Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years--
3 Years6.37%
1 Year-1.08%
6 Months-2.62%
Fund Details
RiskModerate Risk
Fund TypeConservative Allocation
Exit Load--

More about this fundstar

Top HoldingsWeightage
76 DCMB 1703202018.97%
63 DCMB 1703202011.38%
Rural Electrification Corporation Limited9.86%
7.37% Govt Stock 20237.97%
48 DCMB 230320207.58%
Indiabulls Nifty50 ETF4.58%
HDFC Bank Ltd4.4%
ICICI Bank Ltd2.29%
State Bank of India1.65%

About Indiabulls Savings Income Fund

Indiabulls savings income fund is an open-ended Hybrid scheme that invests in debt markets and equities. The investment is primarily in the debt securities (75-90%) and the rest in equity securities. The objective of the fund is to generate regular income and capital appreciation over a long period of time.

Pros & Cons of Indiabulls Savings Income Fund

Indiabulls savings income fund offers the following benefits:

  1. The Indiabulls savings income fund has a lower expense ratio and delivers higher risk-adjusted returns compared to the category.
  2. It is ideal for investors looking for regular income along with capital appreciation without taking huge risks.
  3. However, the fund is barely three years old and has low Asset under management (AUM).

Fund Information and Statistics of Indiabulls Savings Income Fund

i) Inception / Launch date

The Indiabulls savings income fund was started in 2 December 2015 by Indiabulls Asset Management.

ii) Risk level

Being a hybrid fund that invests primarily in debt securities, the risk level with Indiabulls savings income fund is moderate.

iii) Redemption

The units can be redeemed on any business day based on the NAV prices. The Mutual Fund shall dispatch Redemption proceeds within 10 Business Days of the Redemption date. Under normal circumstances, your fund house will dispatch the redemption proceeds within 1 business days.

iv) Fund Manager

The fund is jointly managed by Malay Shah and Sumit Bhatnagar since the inception of the scheme.

v) Entry / Exit load

The fund house does not charge any entry load or exit load for 12% of the investment. However, 1% exit load is charged if the rest of the investment is redeemed within a year of allotment. No exit load is charged when redeemed after a year of allotment.

Tax benefits of investing in Indiabulls Savings Income Fund

The Short-term capital gain tax will be levied on unit holders as per the income tax slab rate if units are held for less than 36 months. A long-term capital gains tax of 20% is applicable with indexation if units are held for more than three years.

About Indiabulls Mutual Fund

Indiabulls Asset Management is a part of the Indiabulls group and was established on April 10, 2008. The Indiabulls group collectively serves over 9,20,000 customers through its various ventures. Indiabulls Asset Management company serves as a subsidiary of Indiabulls Housing Finance Limited with an aim to create wealth by judicious use of risk-reward paradigm.

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Frequently Asked Questions

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Currently this fund is not available on ClearTax Invest. We request you to checkout other Related funds
Moderate Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns