|Fund Type||Open Ended|
|Benchmark||CRISIL Hybrid 85+15 Conservative|
|Asset Size(Cr)||43.03 (As on Dec 31, 2018)|
|Fund Manager||Venugopal Manghat , Jalpan Shah|
|Notes||Fidelity Wealth Builder Fund - Plan A has been merged with L&T Monthly Income Plan w.e.f. November 16, 2012. DBS Cholamandalam AMC has been acquired by L&T Mutual Fund. All DBS Chola Mutual Fund Schemes has been renamed as L&T Mutual Fund w.e.f Februauy 16 2010.|
|Min SIP Investment||1000|
|Min Addl Investment||1000|
|Exit Load||1 % For 365 Days|
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
|Fund Name||Ratings||1 Yr Rtn.||3 Yr Rtn.||5 Yr Rtn.|
|ICICI Prudential Regular Savings Fund (G)||4.76%||10.2%||11.41%|
|Aditya Birla Sun Life Regular Savings Fund (G)||-2.5%||9.27%||11.09%|
|HDFC Hybrid Debt Fund (G)||-0.32%||8.59%||9.98%|
|Invesco India Regular Savings Fund (G)||4.13%||8.31%||6.86%|
|Reliance Hybrid Bond Fund (G)||3.77%||8.24%||10.06%|
|No. of Investment||Amount Invested||Investment Value As on date||Units Purchased||CAGR|
| No. of Investment
|| Amount Invested
|| Investment Value As on date
|| Units Purchased || CAGR
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
|Total Amount Invested||Investment Value As on Date||Total Units Purchased||Abs. Return|
| Total Amount Invested
|| Investment Value As on Date
|| Total Units Purchased || Abs. Return
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
|Sector||Value(In Cr)||Allocation (%)|
|Holdings||Instrument||Industry||Rating||Market Value||% to NAV|
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