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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 May 2021
  • 02 Dec 2015

  • Hybrid - Conservative Hybrid Fund

  • Nifty 50

  • indiabulls mutual fund

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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 5 years of track record. Since 31 May 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 Moderate 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 3.27% 5.49% 10.09% 23.74% 15.19% 12.60% 9.47% 10.68% 20.79% 18.27% 15.71% 11.82% 10.64%
Category Average 1.84% 3.84% 6.97% 15.04% 10.28% 8.33% 7.19% 8.80% 14.48% 12.92% 10.71% 8.35% 8.52%
Indiabulls Savings Income Fund 1.40%₹ 10,139 1.87%₹ 10,186 3.07%₹ 10,306 14.16%₹ 11,416 10.35%₹ 12,662 8.15%₹ 11,698 9.78%₹ 26,490 6.97%₹ 12,244 8.40%₹ 40,868 8.22%₹ 14,852 7.97%₹ 73,375 - -
SBI Debt Hybrid Fund 2.13%₹ 10,213 4.16%₹ 10,416 8.49%₹ 10,849 19.82%₹ 11,981 17.96%₹ 13,137 13.47%₹ 12,879 16.76%₹ 28,321 11.31%₹ 13,798 14.07%₹ 44,394 8.34%₹ 14,928 10.35%₹ 77,864 9.70%₹ 25,266 9.73%₹ 1,98,723
HDFC Hybrid Debt Fund 2.18%₹ 10,217 4.15%₹ 10,415 9.13%₹ 10,912 21.33%₹ 12,133 19.67%₹ 13,242 12.69%₹ 12,703 16.89%₹ 28,354 10.51%₹ 13,503 13.53%₹ 44,053 8.22%₹ 14,849 10.03%₹ 77,250 9.66%₹ 25,176 9.72%₹ 1,98,541
Aditya Birla Sun Life Regular Savings Fund 2.64%₹ 10,264 4.77%₹ 10,477 8.35%₹ 10,834 23.74%₹ 12,374 20.79%₹ 13,311 12.30%₹ 12,615 18.16%₹ 28,692 9.08%₹ 12,983 13.85%₹ 44,251 7.80%₹ 14,560 9.62%₹ 76,455 10.55%₹ 27,283 10.26%₹ 2,04,291
Aditya Birla Sun Life Regular Savings Fund 2.64%₹ 10,264 4.77%₹ 10,477 8.35%₹ 10,834 23.74%₹ 12,374 20.79%₹ 13,311 12.30%₹ 12,615 18.16%₹ 28,692 9.08%₹ 12,983 13.85%₹ 44,251 7.80%₹ 14,560 9.62%₹ 76,455 10.55%₹ 27,283 10.26%₹ 2,04,291
UTI Regular Savings Fund 2.53%₹ 10,253 5.49%₹ 10,549 9.24%₹ 10,923 20.06%₹ 12,006 18.90%₹ 13,194 11.24%₹ 12,377 16.51%₹ 28,254 7.57%₹ 12,452 12.12%₹ 43,162 7.63%₹ 14,447 9.00%₹ 75,283 9.38%₹ 24,527 9.15%₹ 1,92,636

Portfolio Holdings

Portfolio holdings pattern of Indiabulls Savings Income Fund as on 21 Sep 2021 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%