CLOSED
NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
L&L&T MFIDCW

Fidelity Wealth Builder Fund - Balanced Plan - Dividend

Debt OrientedFoFs (Domestic) - Debt OrientedBenchmark: CRISIL Composite Bond Index
NAV · 23 Nov 2012₹11.99+0.01%
AUM₹19 Crfrom this fund's primary plan
Expense Ratio0.50%
CAGR—
Exit Load1% on or before 1Y, Nil after 1Y
Min SIP₹500from this fund's primary plan
Launched2009

Investment Objective

To generate reasonable returns by investing at least 50 % of the net assets of the Plan in the Debt Scheme(s) balanced with generation of long-term capital growth by investing around 50 % of the net assets of the Plan in the Equity Scheme(s).

Fund Mandate

Debt30%–70%
Equity30%–70%
MMI0%–40%
Others0%–40%
Fund Managers
MC
Mahesh Chhabria
Fund Manager
Key Information
0.50%
₹500from this fund's primary plan
₹5,000
1% on or before 1Y, Nil after 1Y
Nil
Inception24 Feb 2009
AMCL&T MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

On This Page
NAV growthTop holdings
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Latest News

No recent news found for Fidelity Wealth Builder Fund - Balanced Plan - Dividend.

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Trailing Returns
PeriodReturns
1 Day+0.01%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.50%
1% on or before 1Y, Nil after 1Y
Nil
₹500from this fund's primary plan
₹5,000
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme