₹ 11.2262
NAV (Mar 04)
Not Recommended
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.
Track Record
2 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.
Relative Size
14 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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Scheme Information
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
Moderate Risk
2 %
Expense Ratio
Jul 17, 2019
Launched (2y ago)
₹ 14
AUM in Crores
INF666M01DT8
ISIN
No Lock-in
Lock-in
CRISIL Hybrid 75+25 - ConservativeTR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Hybrid Funds
Aggressive Hybrid
26 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
Conservative Hybrid
18 Years
Age
Track Record
Multi Asset Allocation
16 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
About the AMC
Indiabulls Asset Management Company Ltd.
Indiabulls Asset Management Company Ltd. manages assets worth 619 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.
Liquid
Top Ranked
₹ 117 Cr
Fund Size
5.7%
3Y returns
Liquid
Top Ranked
₹ 117 Cr
Fund Size
4.3%
3Y returns
Liquid
Top Ranked
₹ 117 Cr
Fund Size
4.2%
3Y returns
Liquid
Top Ranked
₹ 117 Cr
Fund Size
4.3%
3Y returns
Liquid
Top Ranked
₹ 117 Cr
Fund Size
4.2%
3Y returns
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Indiabulls Savings Income fund (DR-Q) is a conservative hybrid hybrid fund and has delivered an annualised return of 7.5% over a period of 2 years ..The fund is managed by Indiabulls Asset Management Company Ltd..The fund managers are Karan Singh, Malay Shah, Rajeev Desai, Veekesh Gandhi, Vikrant Mehta
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.
The Indiabulls Savings Income fund (DR-Q) fund was launched on Jul 17, 2019. The NAV (Net Asset Value) of this conservative hybrid hybrid as of 2021-03-04 is ₹ 11.2262. The total AUM (Asset Under Management) of the fund as of 2021-03-04 is ₹ 13.479. The category risk of the Indiabulls Savings Income fund (DR-Q) fund is Moderate Risk. The fund charges 2.0 % as expense ratio.
The fund’s highest allocation is towards others and has invested 61.1% in this asset class. The top three holdings of the fund are 7.37% govt stock 2023,icici bank ltd and hdfc bank ltd
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.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 75+25 - ConservativeTR INR
Indiabulls Savings Income fund (DR-Q) has a score of 1 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, Indiabulls Savings Income fund (DR-Q) has a score of 1 out of 5. Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.