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Indiabulls Savings Income Fund - Direct Plan

The primary objective of the Scheme is to generate regular monthly returns through investment primarily in debt securities. The secondary objective of the Scheme is to generate long-term capital appreciation by investing a portion of the Scheme's assets in equity securities.

Suitability

This product is suitable for investors who are seeking

• Capital appreciation and provide regular income over a long period of time

• Investment primarily in debt securities to generate regular returns and investment of a portion of the Scheme's assets in equity securities to generate long-term capital appreciation

Fund Info

Scheme Class	Hybrid
Scheme Category	Conservative Allocation
Expense Ratio	0.25%
Min subscription	₹ 0

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 11
AMC AUM (in Crs.)	₹ 4,808
Min Addition Subscription	₹ 0

Benchmark Type

CRISIL Hybrid 85+15 - ConservativeTR INR

Exit Load

No Exit load, if redeemed after 0 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Aditya Birla Sun Life Regular Savings Fund - Direct Plan	1000	1000	12.62%
Axis Regular Saver Fund - Direct Plan	100	100	9.25%
Axis Regular Saver Fund - Direct Plan	100	100	9.25%
Kotak Debt Hybrid Fund - Direct Plan	1000	1000	12.71%
Baroda BNP Paribas Conservative Hybrid Fund - Direct Plan	1000	1000	8.78%
ICICI Prudential Regular Savings Fund - Direct Plan	500	500	10.23%
Sundaram Debt Oriented Hybrid Fund - Direct Plan	500	500	10.14%

Top 10 Holdings

Company	Holding Type	Asset(%)
Ccil	Cash - Repurchase Agreement	58
7.37% Govt Stock 2023	Bond - Gov't Treasury	18
Indiabulls Nifty50 ETF	Mutual Fund - ETF	15
Net Receivable/Payable	Cash	3
HDFC Bank Ltd	Equity	2
ICICI Bank Ltd	Equity	2
State Bank of India	Equity	1

Asset Allocation(%)

Asset	Percent
Cash - Repurchase Agreement	58
Bond - Gov't Treasury	18
Mutual Fund - ETF	15
Equity	6
Cash	3

Sector Allocation(%)

Sector	Percent
Cash - Repurchase Agreement	58
Bond - Gov't Treasury	18
Mutual Fund - ETF	15
Financial Services	6
Cash	3

Fund Manager

Sumit Bhatnagar

0+ years of experience

Karan Singh

1+ years of experience

Indiabulls Mutual Fund

AUM₹4,808 Cr

About

Indiabulls Mutual Fund believes in creating value for customers by striking a balance between liquidity, good returns and keeping investor funds safe and transparent.##The fund house was established on March 24th, 2011 . Indiabulls Trustee Company Ltd. acts as the trustee company to the asset management company.##The mutual fund offers various schemes in different categories and aims to follow a risk- reward paradigm. With a wide array of mutual across various market categorization, it has targeted investors of different needs and financial goals. Indiabulls Mutual Fund believes in four core values, which are, customer comes first, transparency, integrity and professionalism.##It is located in 110 towns and has 220 established branches across the country.

customercare@indiabullsmf.com

Phone

1800 2666 002

Address

Indiabulls Asset Management Company Ltd.,11th Floor,Tower-1, Indiabulls Finance Centre,,Elphinstone Mills Compound, Senapati Bapat Marg,,Elphinstone (West), Mumbai - 400 013

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m