e.g. Tata motors, Reliance MF, 500570

Fidelity Wealth Builder Fund - Plan A - IDCW

Hybrid Others No Data Available

NAV on (No Data Available)

₹0.00

No Data Available

Fund Size

₹10.1821 Crores

1Y Returns

No Data Available%

 

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Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.

 

Investment Objective

To generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities.

AMC

FIL Fund Management Private Ltd.

Fund Details

Launch Date

January 14, 2009

Fund Manager

Mr. Mahesh A. Chhbaria

Initial Price

10

AUM Fund

10.1821 Cr

Min investment

Rs 5000

Expense Ratio

0.5%

SIP Minimum Investment

Monthly - Minimum Rs. 500 and in multiples of Re. 1 thereafter. Minimum 6 installments.Quarterly - Minimum Rs. 500 and in multiples of Re. 1 thereafter. Minimum 6 installments.Semi-Annually - Minimum Rs. 500 and in multiples of Re. 1 thereafter. Minimum 2 installments.Annually - Minimum Rs. 500 and in multiples of Re. 1 thereafter. Minimum 2 installments.

Exit Load

1.00% For redemption within 1 year from the date of allotment or Purchase applying First in First Out basis.

Equity / Mid Cap funds 1Y 3Y Fund Size (Cr)
22.16% 65.40% ₹83.89
21.67% 61.32% ₹83.89
12.83% 41.63% ₹83.89
12.83% 41.63% ₹83.89
11.76% 25.26% ₹83.89

Holdings

Fidelity Short term Income Fund - Growth Option 29.33%
Fidelity Flexi Gilt Fund - Growth Option 24.39%
Fidelity Flexi Bond Fund - Institutional Plan - Growth Option 24.37%
Fidelity Equity Fund - Growth Option 14.44%
Fidelity Cash Fund - Super Institutinal Plan - Growth Option 6.86%
Net Receivable/Payable 0.61%
Address
#205-207, 2nd floor, Phoenix towers, 16 & 16/1, Museum Road 560025
Launch Date
January 14, 2009
Custodian
Citibank NA.
Registrar & Transfer Agent
Computer Age Management Services (P) Ltd.

Frequently Asked Questions

Q: What is the current NAV of Fidelity Wealth Builder Fund - Plan A - IDCW?

A: The latest NAV of Fidelity Wealth Builder Fund - Plan A - IDCW is ₹ .

Q: What type of mutual fund is Fidelity Wealth Builder Fund - Plan A - IDCW?

A: Fidelity Wealth Builder Fund - Plan A - IDCW is a 'Hybrid - Others' type mutual fund managed by 'FIL Fund Management Private Ltd.'.

Q: What is the expense ratio of Fidelity Wealth Builder Fund - Plan A - IDCW?

A: The expense ratio of Fidelity Wealth Builder Fund - Plan A - IDCW is 0.5%, which impacts overall returns.

Q: Who manages Fidelity Wealth Builder Fund - Plan A - IDCW?

A: Fidelity Wealth Builder Fund - Plan A - IDCW is managed by Mr. Mahesh A. Chhbaria, who oversees investment strategy and portfolio decisions.

Q: Is Fidelity Wealth Builder Fund - Plan A - IDCW a good investment?

A: Fidelity Wealth Builder Fund - Plan A - IDCW may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.

Q: What is the exit load of Fidelity Wealth Builder Fund - Plan A - IDCW?

A: The exit load of Fidelity Wealth Builder Fund - Plan A - IDCW is 1.00% For redemption within 1 year from the date of allotment or Purchase applying First in First Out basis., applicable if redeemed within the specified period.

Q: How is Fidelity Wealth Builder Fund - Plan A - IDCW taxed?

A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.

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