Indiabulls Savings Income Fund-Reg(G)

13.71 0.19 (1.42%) NAV as on 20-Sep-19

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-0.382.335.668.45NA8.66
Category Avg2.113.313.927.44NA8.78
Category Best3.625.778.6310.9311.6111.03
Category Worst-0.870.12-3.295.306.376.07

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
20192.54NANA2.06
2018-0.440.332.612.88
20172.063.157.930.64
20162.324.331.021.11

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20185.44130-22.12
201714.3523332.06
20169.0421389.39
20150.43940-0.6

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Indiabulls Savings Income Fund-Reg(G)13.7102-Dec-155.658.45-8.66
ICICI Pru Regular Savings Fund(G)43.6231-Mar-048.087.949.439.98
Baroda Conservative Hybrid Fund(G)25.1809-Sep-0413.647.237.96.33
Canara Rob Conservative Hybrid Fund-Reg(G)58.0931-Mar-968.866.076.878.23
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]4.6502
Semi Standard Deviation [%]0.1014
Beta [%]0.1765
Sharp Ratio [%]0.1476
R-Square [%]0.1521
Expense Ratio [%]2.2200
AVG Ratio [%]0.0848
Other Ratios
Jenson Ratio [%]-0.0086
Treynor Ratio [%]0.0156
Turnover Ratio [%]0.0000
FAMA Ratio [%]-0.0394
SORTINO Ratio [%]0.0201

Return Calculator

MARKET STATS As on 23/09/2019 As on 23/09/2019

11600.20 (2.89) 39090.03 (2.83)

TOP GAINERS

Company Price Change Gain (%)
MVL0.100.05100.00
Neulands Global Inds0.200.0533.33

TOP LOSERS

Company Price Change Loss (%)
MPS Infotecnics0.05-0.05-50.00
KSS0.10-0.05-33.33

Portfolio Comparison

MUTUAL FUND ACTIVITY