Indiabulls Savings Income Fund- Direct Plan- Quarterly- Income Distribution cum capital withdrawal Option (Payout & Reinvestment)
Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From Indiabulls Mutual Fund. It's been running since 12 Apr 2019.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.
Vs 56 other funds in Hybrid Scheme - Conservative Hybrid Fund
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 3 of last 3 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 5% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of Indiabulls Savings Income Fund- Direct Plan- Quarterly- Income Distribution cum capital withdrawal Option (Payout & Reinvestment) against other hybrid funds.
Technical details (for the pros)
Fund info
- Fund house
- Indiabulls Mutual Fund
- Category
- Hybrid Scheme - Conservative Hybrid Fund
- Plan
- Direct
- Option
- IDCW
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 142016
- First price on record
- 12 Apr 2019 · 585 daily prices
About Indiabulls Savings Income Fund- Direct Plan- Quarterly- Income Distribution cum capital withdrawal Option (Payout & Reinvestment)
Indiabulls Savings Income Fund- Direct Plan- Quarterly- Income Distribution cum capital withdrawal Option (Payout & Reinvestment) is a Hybrid Scheme - Conservative Hybrid Fund offered by Indiabulls Mutual Fund under the Direct plan with the IDCW option. It has approximately 8 years of NAV track record. The fund falls in the hybrid category — Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds.
The current NAV of Indiabulls Savings Income Fund- Direct Plan- Quarterly- Income Distribution cum capital withdrawal Option (Payout & Reinvestment) is ₹12.2776 (as of 13 Sep 2021). Historically, it has delivered 16.32% over the last year. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 5.1% annualised volatility — a "low" level of bumpiness; its deepest peak-to-trough fall on record was 6.4%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of Indiabulls Savings Income Fund- Direct Plan- Quarterly- Income Distribution cum capital withdrawal Option (Payout & Reinvestment)?+
The latest NAV of Indiabulls Savings Income Fund- Direct Plan- Quarterly- Income Distribution cum capital withdrawal Option (Payout & Reinvestment) is ₹12.2776 as of 13 Sep 2021, up 0.03% from the previous day. NAV is updated once a business day after the market close.
What are the returns of Indiabulls Savings Income Fund- Direct Plan- Quarterly- Income Distribution cum capital withdrawal Option (Payout & Reinvestment)?+
Indiabulls Savings Income Fund- Direct Plan- Quarterly- Income Distribution cum capital withdrawal Option (Payout & Reinvestment) has delivered 1-year return 16.32%, since-inception CAGR 8.80%. Returns are historical and don't predict future performance — markets move in cycles.
What category does Indiabulls Savings Income Fund- Direct Plan- Quarterly- Income Distribution cum capital withdrawal Option (Payout & Reinvestment) belong to?+
Indiabulls Savings Income Fund- Direct Plan- Quarterly- Income Distribution cum capital withdrawal Option (Payout & Reinvestment) is categorised as Hybrid Scheme - Conservative Hybrid Fund. Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds.
How risky is Indiabulls Savings Income Fund- Direct Plan- Quarterly- Income Distribution cum capital withdrawal Option (Payout & Reinvestment)?+
Based on its 3-year annualised volatility of 5.1%, Indiabulls Savings Income Fund- Direct Plan- Quarterly- Income Distribution cum capital withdrawal Option (Payout & Reinvestment) sits in the "low" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is Indiabulls Savings Income Fund- Direct Plan- Quarterly- Income Distribution cum capital withdrawal Option (Payout & Reinvestment) a direct plan?+
Indiabulls Savings Income Fund- Direct Plan- Quarterly- Income Distribution cum capital withdrawal Option (Payout & Reinvestment) is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).
How old is Indiabulls Savings Income Fund- Direct Plan- Quarterly- Income Distribution cum capital withdrawal Option (Payout & Reinvestment)?+
Indiabulls Savings Income Fund- Direct Plan- Quarterly- Income Distribution cum capital withdrawal Option (Payout & Reinvestment) has NAV history available from 12 Apr 2019 — approximately 8 years of track record and 585 daily NAV observations.
Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.