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  • Indiabulls Savings Income Inc Dist cum Cap Wdrl fund (PIDCW-M)

Formerly INDIABULLS MIP Reg DP

Indiabulls Mutual Fund

Indiabulls Savings Income Inc Dist cum Cap Wdrl fund (PIDCW-M)

HybridConservative Hybrid

11.0524

NAV (Sep 13)

7.2%
5 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in conservative hybrid mutual funds.

However, Scripbox does not recommend investing in conservative hybrid mutual funds.

Conservative hybrid funds are primarily debt funds which invest a small amount in Equity instruments.

They will tend to fluctuate a little in line with market movements - providing marginal extra gains when the market moves up and marginally lower returns when the market is down.It’ s better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

6 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

11 Cr. Negligible within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

11.0524

NAV (Sep 13)

Fund Returns

Last 1Y
15.2%
Last 3Y
5.8%
Last 5Y
7.2%
Last 10Y
NA
Since Inception
7.5%
6 Month CAGR
4%
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Scheme Information

Investment 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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Low Risk

Expense Ratio
2
Launched (6y ago)
Dec 02, 2015
AUM in Crores
10.416
ISIN
INF666M01BO3
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 75+25 - ConservativeTR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Karan Singh

Fund Manager

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Sumit Bhatnagar

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
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comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,153 cr

5

₹ 18,652 cr

5

₹ 3,380 cr

5

₹ 1,957 cr

5

₹ 2,661 cr

5

amc-icon

About the AMC

Indiabulls Asset Management Company Ltd.

Indiabulls Asset Management Company Ltd. manages assets worth 622 crores and was set up on 10 April 2008. It's current offering of mutual fund schemes includes 22 equity,72 debt and 23 hybrid funds.

amc-img

  • tel-amc-about
    022-61891300
  • mail-amc-about
    customercare@indiabullsamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    16.4%

    12.1%

    4.8%

    7.3%

    14.4%

    9.7%

    5.3%

    7%

    %

    3.6%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    About Indiabulls Savings Income Inc Dist cum Cap Wdrl fund (PIDCW-M)

    About Indiabulls Savings Income Inc Dist cum Cap Wdrl fund (PIDCW-M)

    Indiabulls Savings Income Inc Dist cum Cap Wdrl fund (PIDCW-M) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 7.5% over a period of 5 years. The fund was previously known as INDIABULLS MIP Reg DP . The fund is managed by Indiabulls Asset Management Company Ltd.. The fund managers are Karan Singh, Sumit Bhatnagar

    Indiabulls Savings Income Inc Dist cum Cap Wdrl fund (PIDCW-M) Investment 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. . However, there is no assurance that the objective of the scheme will be realized.

    Indiabulls Savings Income Inc Dist cum Cap Wdrl fund (PIDCW-M) NAV,AUM,Risk

    The Indiabulls Savings Income Inc Dist cum Cap Wdrl fund (PIDCW-M) fund was launched on Dec 02, 2015. The NAV (Net Asset Value) of this Conservative Hybrid Hybrid fund as of 2021-09-13 is ₹11.05. The total AUM (Asset Under Management) of the fund as of 14/10/2021 is ₹10.416. The category risk of the Indiabulls Savings Income Inc Dist cum Cap Wdrl fund (PIDCW-M) fund is Low Risk. The fund charges 2 % as expense ratio.

    Indiabulls Savings Income Inc Dist cum Cap Wdrl fund (PIDCW-M) Holdings

    The fund’s highest allocation is towards Others and has invested 100% in this asset class. The top three holdings of the fund are

    Indiabulls Savings Income Inc Dist cum Cap Wdrl fund (PIDCW-M) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

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