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  2. Indiabulls Savings Income Fund-Regular Plan-Growth Option

Indiabulls Savings Income Fund-Regular Plan-Growth Option

Category: Hybrid: Conservative
Launch Date: 02-12-2015
Asset Class: Mixed Asset
Benchmark: S&P BSE India 10 Year Sovereign Bond
Expense Ratio: 2.22% As on (31-07-2019)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 20.13 Cr As on (31-07-2019)
Turn over: -
NAV as on 18-09-2019

13.5475

0.01 (0.0716%)

CAGR Since Inception

8.33%

S&P BSE India 10 Year Sovereign Bond 6.44%

PERFORMANCE of Indiabulls Savings Income Fund-Regular Plan-Growth Option

Scheme Performance (%)

Data as on - 18-09-2019

Yearly Performance (%)

Fund Managers

Mr. Sumit Bhatnagar, Mr. Malay Shah

Mr. Bhatnagar is an MBA (Investment Management) from University of Toronto, Canada and CFA Charter (USA). Prior to joining Indiabulls Mutual Fund he has worked with SEBI. Mr. Shah is a B.Com and MMS. Prior to this, he has worked as Head- Fixed Income with Peerless Funds Management Co. Ltd.and as Senior Dealer - Fixed Income Group with Derivium Capital.

Investment 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.

RETURNS CALCULATOR for Indiabulls Savings Income Fund-Regular Plan-Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Indiabulls Savings Income Fund-Regular Plan-Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Indiabulls Savings Income Fund-Regular Plan-Growth Option - 0.1452 2.14 0.9148 7.79 0.31
Hybrid: Conservative - - - - - -

PEER COMPARISION of Indiabulls Savings Income Fund-Regular Plan-Growth Option

Period
Data as on - 18-09-2019
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Indiabulls Savings Income Fund-Regular Plan-Growth Option 02-12-2015 4.3 7.78 8.01 0.0 0.0
BARODA CONSERVATIVE HYBRID FUND - Plan A - Growth Option 08-09-2004 13.91 6.63 7.22 7.91 7.54
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth 24-04-1988 8.08 4.41 5.89 6.73 8.15
L&T Conservative Hybrid Fund- Regular Plan - Growth 31-07-2003 7.63 4.24 5.67 6.82 6.88
ICICI Prudential Regular Savings Fund - Plan - Growth 30-03-2004 7.19 5.39 7.68 9.28 9.39
Kotak Debt Hybrid - Growth 02-12-2003 7.08 3.72 5.64 7.96 8.34
HSBC Regular Savings Fund - Growth 24-02-2004 6.72 2.9 4.85 6.57 7.79
IDFC Regular Savings Fund -Regular Plan-Growth 25-02-2010 6.54 3.77 5.61 7.36 0.0
LIC MF Debt Hybrid Fund-Regular Plan-Growth 01-06-1998 6.45 5.07 5.09 6.18 6.19
BNP PARIBAS Conservative Hybrid Fund-Regular Plan-Growth Option 23-09-2004 6.31 4.28 5.73 7.27 7.47

PORTFOLIO ANALYSIS of Indiabulls Savings Income Fund-Regular Plan-Growth Option

Asset Allocation (%)

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