hybridLow risk
Indiabulls Savings Income Fund- Direct Plan- - Monthly- 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 3 Dec 2015.
Latest price per unit
₹12.0027
▲ 0.03% today
As of 13 Sep 2021 · updated once each business day
What ₹1 lakh would have become
Based on past returnsInvested 1 year ago
₹1.07 L
▲ ₹6.7k gain · 6.7% / year
Invested 3 years ago
₹95.9k
▼ ₹4.1k loss · -1.4% / year
Invested 5 years ago
₹1.11 L
▲ ₹10.8k gain · 2.1% / year
These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
Day-to-day bumpiness
5.4%
The value swings roughly 5% up or down in a typical year. Finance-speak calls this volatility.
Worst drop ever
-16.57%
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Technical details (for the pros)
CAGR — 1 year6.73%
CAGR — 3 years-1.37%
CAGR — 5 years2.07%
CAGR — since launch3.21%
Volatility — 1 year (annualised)5.83%
Volatility — 3 years (annualised)5.44%
Max drawdown — 1 year-4.17%
Max drawdown — 3 years-11.56%
Sharpe ratio — 1 year (rf=6%)0.19
Sharpe ratio — 3 years (rf=6%)-1.38
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
- 135690
- First price on record
- 3 Dec 2015 · 1,397 daily prices
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.