MFDirect · IDCW

Indiabulls Savings Income Fund - Quarterly IDCW - Direct Plan

hybridHybrid - Conservative Hybrid FundBenchmark: CRISIL Hybrid 75+25 - Conservative Index
NAV · 13 Sep 2021₹12.28+0.03%
AUM₹10 Crfrom this fund's primary plan
Expense Ratio0.25%
CAGR
Exit LoadNil
Min SIP
Launched2019

Investment Objective

The primary objective of Scheme is to generate regular returns through investment primarily in debt and money market Instruments. The secondary objective of the Scheme is to generate long-term capital appreciation by investing a portion of the Scheme's assets in equity and equity related instruments.Monthly Income is not assured and is subject to availability of distributable surplus. However, there can be no assurance that the investment objective of the scheme will be achieved.

Fund Mandate

Equity and equity related securities10%–25%
Money market and Debt instruments75%–90%
Fund Managers
SB
Sumit Bhatnagar
Fund Manager
Key Information
0.25%
₹500
Nil
Nil
Inception11 Apr 2019
AMC
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns
PeriodReturns
1 Day+0.03%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.25%
Nil
Nil
₹500
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