Indiabulls Savings Income Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Debt-oriented Conservative
Benchmark Type
Crisil MIP Blended Index
Scheme AUM (in Crs.)
₹ 30.80
Expense Ratio
1.58%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 8008
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
13.5513
(0.12 %)
NAV as on 2018-11-16
Returns
Fund
Indiabulls Savings Income Fund - Direct Plan
1 Year
8.31%
3 Year
10.66%
AMC Details
amc launch date
Launch Date
24 Mar 2011
amc sponsor
Sponsor
NA
amc email
Email
customercare@indiabullsamc.com
amc phone
Phone
022 - 61891300
amc address
Address
11th Floor, Indiabulls Finance Centre Tower-1, Senapati Bapat Marg, Elphinstone West Mumbai - 400013
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderate
Exit Load
Exit load of 1% if redeemed within 1 year.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The Scheme seeks 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
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,147
Portfolio Value
147
Total Returns