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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: 2.0% As on (28-02-2021)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 11.72 Cr As on (31-03-2021)
Turn over: 0.0
NAV as on Thu Apr 15 00:00:00 IST 2021

15.2594

0.07 (0.4378%)

CAGR Since Inception

8.19%

S&P BSE India 10 Year Sovereign Bond 6.47%

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

Scheme Performance (%) Data as on - 15-04-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Indiabulls Savings Income Fund-Regular Plan-Growth Option 13.53 5.81 8.34 - 8.19
S&P BSE India 10 Year Sovereign Bond 5.87 8.75 7.1 7.03 6.47
Hybrid: Conservative 17.1 5.79 7.24 8.14 8.34

Yearly Performance (%)

Fund Managers

Rajeev Desai,Karan Singh

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

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 3.41 2.0
Hybrid: Conservative - - - - - -

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

Period
Data as on - 15-04-2021
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 13.53 6.27 5.81 8.34 0.0
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 22-05-2004 28.43 8.85 6.11 8.68 9.89
SBI DEBT HYBRID FUND - REGULAR PLAN - GROWTH 25-03-2001 23.49 9.89 7.53 8.31 8.98
UTI - Regular Savings Fund - Regular Plan - Growth Option 16-12-2003 23.15 5.56 5.26 7.31 8.54
Kotak Debt Hybrid - Growth 02-12-2003 23.04 11.89 9.12 9.46 9.42
HDFC Hybrid Debt Fund - Growth Plan 01-12-2003 21.56 8.73 7.31 8.46 8.82
Axis Regular Saver Fund - Regular Plan - Growth Option 16-07-2010 19.76 7.1 6.2 7.0 7.98
CANARA ROBECO CONSERVATIVE HYBRID FUND - REGULAR PLAN - GROWTH OPTION 24-04-1988 19.47 11.33 9.7 8.79 8.92
DSP Regular Savings Fund- Regular Plan - Growth 11-06-2004 19.05 7.84 4.1 6.68 7.92
ICICI Prudential Regular Savings Fund - Plan - Growth 10-03-2004 17.35 9.39 8.62 9.93 10.07

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

Asset Allocation (%)