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L&L&T MFGrowth

Fidelity Wealth Builder Fund - Balanced Plan - Growth

Debt OrientedFoFs (Domestic) - Debt OrientedBenchmark: BSE 200
NAV · 23 Nov 2012₹16.07+0.01%
AUM₹19 Cr
Expense Ratio0.50%
CAGR—
Exit Load1% on or before 1Y, Nil after 1Y
Min SIP₹500
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%
Asset Allocation
Cash & Equivalents1.0%
Other99.0%
Fund Managers
MC
Mahesh Chhabria
Fund Manager
Key Information
0.50%
₹500
₹5,000
1% on or before 1Y, Nil after 1Y
Nil
Inception24 Feb 2009
AMCL&T MF
Top Holdings As of 31 Oct 2012
1Fidelity Equity Fund - Growth OptionOthers44.82%
2Fidelity Short term Income Fund - Growth OptionOthers14.96%
3Fidelity Flexi Bond Fund - Institutional Plan - Growth OptionOthers14.93%
4Fidelity Flexi Gilt Fund - Growth OptionOthers14.89%
5Fidelity India Growth Fund - Growth OptionOthers4.97%
6Fidelity Cash Fund - Super Institutinal Plan - Growth OptionOthers4.42%
7Net Receivable/PayableOthers1.01%
Sector Allocation
Others100.0%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

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

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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
₹500
₹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