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 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
Other100.0%
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
1Fidelity Equity Fund - Growth Option44.82%
2Fidelity Short term Income Fund - Growth Option14.96%
3Fidelity Flexi Bond Fund - Institutional Plan - Growth Option14.93%
4Fidelity Flexi Gilt Fund - Growth Option14.89%
5Fidelity India Growth Fund - Growth Option4.97%
6Fidelity Cash Fund - Super Institutinal Plan - Growth Option4.42%
7Net Receivable/Payable1.01%
Sector Allocation
Other100.0%
On This Page
NAV growthAsset allocationTop holdings
Similar Funds
Nippon India Taiwan Equity Fund - Growth - Direct Plan—+112.59%Nippon India Taiwan Equity Fund - IDCW - Direct Plan—+112.59%Nippon India Taiwan Equity Fund - Regular Plan - Growth—+109.75%Nippon India Taiwan Equity Fund - Regular Plan - IDCW—+109.75%SBI Silver ETF Fund of Fund - Growth - Direct PlanSBI MF+75.06%
Compare With

Nippon India Taiwan Equity Fund - Growth - Direct Plan and 4 more peers in this category.

Build comparison
Latest News

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

L&T MF Latest News

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