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Indiabulls Savings Income Fund

Indiabulls Savings Income Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

6.97

as on 13 Sep 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 12,244 today.

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NAV Performance

Indiabulls Savings Income Fund performance graph for last 3 years
Performance of Indiabulls Savings Income Fund for last 3 Years

Fund Information

  • ₹ 15.945

    as on 13 Sep 2021
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 11 Cr.

    as on 13 Sep 2021
  • 2%

    since 31 Jul 2021
  • 02 Dec 2015

  • Hybrid - Conservative Hybrid Fund

  • Nifty 50

  • Indiabulls Mutual Fund

    Show All Funds

Highlights of this fund

Indiabulls Savings Income Fund is an Open-ended Hybrid Fund. The fund belongs to Conservative Hybrid Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 02 Dec 2015. This fund is offered by one of the top AMC (Assets Management Company) Indiabulls Mutual Fund. You can also view here all other Hybrid funds offered by Indiabulls Mutual Fund.

Latest NAV of the fund is ₹ 15.945 as on 13 Sep 2021.

This fund has 6 years of track record. Since 31 Jul 2021 expense ratio of this fund is 2%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 500.

Fund Objective

The primary objective of the Scheme is to generate regular monthly returns through investment primarily in debt securities. The secondary objective of the Scheme is to generate long-term capital appreciation by investing a portion of the Schemes assets in equity securities. Monthly Income is not assured and is subject to availability of distributable surplus.

List of Fund Managers of Indiabulls Savings Income Fund

  • About Karan Singh

    Picture of Karan SinghMr. Singh is B.A (Honours) in Economics, PGDBF & CFA - Level 1 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.
  • About Sumit Bhatnagar

    Picture of Sumit Bhatnagar

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Low Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 2.05% 1.87% 9.26% 14.16% 13.65% 12.90% 9.45% 10.68% 15.21% 16.41% 14.18% 11.39% 10.35%
Category Average 1.22% 0.36% 4.67% 9.52% 9.57% 8.47% 7.15% 8.85% 9.32% 11.72% 10.12% 8.14% 8.27%
Indiabulls Savings Income Fund 1.40%₹ 10,139 1.87%₹ 10,186 3.07%₹ 10,306 - - - - - - - - - -
Kotak Debt Hybrid 1.18%₹ 10,118 -0.04%₹ 9,995 5.99%₹ 10,598 12.29%₹ 11,229 11.90%₹ 12,761 13.63%₹ 12,916 15.62%₹ 28,019 12.90%₹ 14,396 14.18%₹ 44,469 9.29%₹ 15,600 11.39%₹ 79,904 10.27%₹ 26,612 10.35%₹ 2,05,344
Canara Robeco Conservative Hybrid Fund 1.26%₹ 10,126 0.46%₹ 10,046 3.88%₹ 10,388 9.65%₹ 10,964 8.78%₹ 12,564 11.69%₹ 12,479 11.99%₹ 27,065 11.36%₹ 13,813 11.72%₹ 42,913 8.93%₹ 15,346 10.24%₹ 77,644 9.44%₹ 24,668 9.33%₹ 1,94,561
ICICI Prudential Regular Savings Fund 1.61%₹ 10,161 0.71%₹ 10,071 6.33%₹ 10,632 9.87%₹ 10,987 10.43%₹ 12,668 10.55%₹ 12,224 12.24%₹ 27,130 10.32%₹ 13,431 11.23%₹ 42,604 9.45%₹ 15,713 9.93%₹ 77,059 10.68%₹ 27,625 10.30%₹ 2,04,751
SBI Debt Hybrid Fund 1.25%₹ 10,124 1.70%₹ 10,169 6.57%₹ 10,656 13.18%₹ 11,318 13.49%₹ 12,860 13.65%₹ 12,920 16.41%₹ 28,225 12.04%₹ 14,067 14.07%₹ 44,396 8.43%₹ 14,993 10.78%₹ 78,706 9.90%₹ 25,723 9.81%₹ 1,99,538
HDFC Hybrid Debt Fund 1.42%₹ 10,141 -0.22%₹ 9,977 4.50%₹ 10,450 12.74%₹ 11,273 11.12%₹ 12,712 11.57%₹ 12,451 15.04%₹ 27,863 10.38%₹ 13,453 12.62%₹ 43,475 7.95%₹ 14,667 9.80%₹ 76,809 9.76%₹ 25,399 9.46%₹ 1,95,892

Portfolio Holdings

Portfolio holdings pattern of Indiabulls Savings Income Fund as on 23 Jan 2022 are listed below:

  • Equity Holdings:

    6.01%
  • Debt Holdings:

    18.22%
  • Others Holdings:

    75.77%

Top Sector Holdings of Indiabulls Savings Income Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 6.01% ₹ .69 Cr.
Others 93.99% -

Top Stock Holdings of Indiabulls Savings Income Fund

Name of StocksHolding PercentageHolding Values in Crore
HDFC Bank Ltd. 2.35% ₹ .27 Cr.
ICICI Bank Ltd. 2.20% ₹ .25 Cr.
State Bank Of India 1.46% ₹ .17 Cr.
Others 93.99% -

Top Debt Instrument Type holdings of Indiabulls Savings Income Fund

Instrument TypeHolding PercentageHolding Values in Crore
GOI 18.22% ₹ 2.09 Cr.
Others 81.78% -

Top Debt Holdings of Indiabulls Savings Income Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 18.22% ₹ 2.09 Cr.
Others 81.78%

Other Holdings

Holding TypeHolding Percentage
TREPS 58.31%
MF Units 14.53%
Net Receivables 2.93%