Indiabulls Savings Income Direct

Scheme Type
Open-ended
Scheme Category
Conservative Allocation
Benchmark Type
Crisil MIP Blended Index
Scheme AUM (in Crs.)
₹ 34.96
Expense Ratio
1.58%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 3728
Min Subscription
₹ 0
Min Addition Subscription
₹ 0
Performance
Comparison
Portfolio
Details
Analysis
13.8519
(0.08 %)
NAV as on 2019-01-15
Returns
Fund
Indiabulls Savings Income Direct
1 Year
5.46%
3 Year
11.23%
AMC Details
amc launch date
Launch Date
24 Mar 2011
amc sponsor
Sponsor
NA
amc email
Email
amc phone
Phone
022 - 61891300
amc address
Address
11th Floor,Tower-1,Indiabulls Finance Centre,Elphinston Mills Compound,,Senapati Bapat Marg,Elphinston (W),, Mumbai -
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 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
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,096
Portfolio Value
96
Total Returns