scripbox logo
    scripbox logo
    search iconsearch icon
    user avatarLogin
    • right-arrow
    • Mutual Funds
      right-arrow
    • Indiabulls Mutual Fund
      right-arrow
    • Indiabulls Savings Income Inc Dist cum Cap Wdrl fund (RIDCW-M)

    Formerly INDIABULLS MIP Reg DR

    Indiabulls Mutual Fund

    Indiabulls Savings Income Inc Dist cum Cap Wdrl fund (RIDCW-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

    Invest in this fund
    Explore a better alternative to this fund with a Scripbox plan.
    Build Long Term Wealth

    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

    No single fund can achieve what a plan can. Learn why

    chart-amc-about

    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%
    info-icon-blue

    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

    risk-indicator-arrow.svg

    Low Risk

    Expense Ratio
    2
    Launched (6y ago)
    Dec 02, 2015
    AUM in Crores
    10.416
    ISIN
    INF666M01BP0
    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

    user-avatar

    Sumit Bhatnagar

    Fund Manager

    calculator

    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 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.

    build-long-item-wealth-img

    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.

    • Inflation beating returns
      Inflation beating returns
    • Expert Investing Only
      Expert Investing Only
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Hybrid Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

    ₹ 8,309 cr

    5

    ₹ 17,879 cr

    5

    ₹ 3,363 cr

    5

    ₹ 2,644 cr

    5

    ₹ 1,921 cr

    5

    amc-icon

    About the AMC

    Indiabulls Asset Management Company Ltd.

    Indiabulls Asset Management Company Ltd. manages assets worth 703 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

    12.7%

    11.8%

    4.9%

    7.3%

    5.4%

    7.1%

    11.5%

    9.4%

    %

    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 to invest in best mutual funds?

    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    01

    Choose a plan

    Choose a plan to invest to start investing

    02

    Create an Account

    Create an account with Scripbox through a paperless process, to invest in this fund.

    03

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    04

    Track your investments

    Track, invest more and withdraw your investments through the Scripbox dashboard

    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    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

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

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

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

    The Indiabulls Savings Income Inc Dist cum Cap Wdrl fund (RIDCW-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 24/09/2021 is ₹10.416. The category risk of the Indiabulls Savings Income Inc Dist cum Cap Wdrl fund (RIDCW-M) fund is Low Risk. The fund charges 2 % as expense ratio.

    Indiabulls Savings Income Inc Dist cum Cap Wdrl fund (RIDCW-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 (RIDCW-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.

    Get started with investing today

    Invest in the best mutual funds recommended by Scripbox that are algorithmically selected that best suit your needs.

    filter
    Show Calculator