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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 - Plan B - Growth

Debt OrientedFoFs (Domestic) - Debt OrientedBenchmark: CRISIL Composite Bond Index
NAV · 23 Nov 2012₹14.34+0.01%
AUM₹9 Cr
Expense Ratio2.25%
CAGR—
Exit Load1% on or before 1Y, Nil after 1Y
Min SIP₹500
Launched2009

Investment Objective

To generate reasonable returns by investing predominantly in the Debt Scheme(s) and around 30% of the net assets of the Plan in the Equity Scheme(s).

Fund Mandate

Debt55%–85%
Equity15%–45%
MMI0%–30%
Others0%–30%
Asset Allocation
Other100.0%
Fund Managers
MC
Mahesh Chhabria
Fund Manager
Key Information
2.25%
₹500
₹5,000
1% on or before 1Y, Nil after 1Y
Nil
Inception24 Feb 2009
AMCL&T MF
Top Holdings
1Fidelity Equity Fund - Growth Option28.34%
2Fidelity Short term Income Fund - Growth Option25.04%
3Fidelity Flexi Bond Fund - Institutional Plan - Growth Option19.75%
4Fidelity Flexi Gilt Fund - Growth Option19.68%
5Net Receivable/Payable4.57%
6Fidelity Cash Fund - Super Institutinal Plan - Growth Option2.62%
Sector Allocation
Other100.0%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

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

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Trailing Returns
PeriodReturns
1 Day+0.01%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.25%
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