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Indiabulls Mutual Fund

Indiabulls Tax Savings Fund Direct - Dividend

NAV
returns change indicator
9.9600
as on 18 Oct 2019, 09:25 PM
0.1000(1.01%)
Last Change
loaderloader
lockThis fund has a lock-in period of 3 years.

Start SIP in this Mutual Fund

Min SIP Amount
500
Suggested Date
19th of Every Month
Invest via SIP

Investment Performance

would have given a return of
103,499
star
106,749
star
110,860
star
111,897
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
11,897
Profit (absolute return)
11.90%
in the last
1m
3m
1y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
2.36%
In the last 6 months
1.74%
In the last 1 year
11.90%
In the last 3 years
NA
In the last 5 years
NA
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

low
low
moderately low
moderately low
moderate
moderate
moderately high
moderately high
high
high
indicator
Investors understand that their principal will be at moderately high risk

Scheme Information

Indiabulls Tax Savings Fund Direct - Dividend
Indiabulls Tax Savings Fund Direct - Dividend
as of 18 Oct 2019, 09:25 PM
83.69 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
1.68%
Expense Ratio
Plan
Dividend
11.40%
Cash Holding
Benchmark
S&P BSE 500 Total Return Index
Scheme Document
Benchmark
S&P BSE 500 Total Return Index
Exit Load
No charges on withdrawal
Scheme Document

Sectors Holding in this Mutual Fund

as on 30 Sep 2019
Sort By
Financial
31.04%
25.98 Cr
Cash Holding
11.40%
9.54 Cr
Energy
10.09%
8.44 Cr
FMCG
8.40%
7.03 Cr
Construction
8.27%
6.92 Cr
Technology
7.71%
6.45 Cr
Chemicals
3.76%
3.15 Cr
Automobile
3.60%
3.01 Cr
Cons Durable
2.26%
1.89 Cr
Healthcare
2.02%
1.69 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 30 Sep 2019
Sort By
Others
11.36%
9.51 Cr
Housing Development Finance Corpn. Ltd.
8.46%
7.08 Cr
HDFC Bank Ltd.
8.36%
7.00 Cr
Reliance Industries Ltd.
6.67%
5.58 Cr
ICICI Bank Ltd.
6.10%
5.10 Cr
Larsen & Toubro Ltd.
4.56%
3.82 Cr
Indiabulls Nifty 50 Exchange Traded Fund Regular - Growth
4.41%
3.69 Cr
Ultratech Cement Ltd.
3.38%
2.83 Cr
Maruti Suzuki India Ltd.
3.34%
2.80 Cr
HCL Technologies Ltd.
3.16%
2.64 Cr
View All
View All

About Indiabulls Tax Savings Fund Direct - Dividend

Indiabulls Tax Savings Fund Direct - Dividend is a Tax Saver mutual fund scheme from Indiabulls Mutual Fund. This scheme was launched on 28 Dec 2017 and is currently managed by its fund managers Malay Shah, Vikrant Mehta and Veekesh Gandhi. It has an AUM of ₹83.69 Crores and the latest NAV decalared is ₹9.960 as on 18 Oct 2019 at 9:25 pm.
Indiabulls Tax Savings Fund Direct - Dividend scheme return performance in last 1 year is 11.90%, is -0.80% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.

Scheme Details

AUM:83.69 Cr
Category:Equity: ELSS
Launch Date:28 Dec 2017
Fund Type:Open-End

Scheme Objective

The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related Securities. The scheme shall offer tax benefits under Section 80C of the Income Tax Act.

About Fund Category

Having a statutory lock-in period of 3 years, ELSS Funds enable long term wealth accumulation along with the benefit of tax saving. Investing in ELSS Funds makes you eligible to claim a tax deduction of up to Rs 1.5 lakh under Section 80C of the Income Tax Act 1961.

AMC Information

Indiabulls Mutual Fund
Indiabulls Mutual Fund
View AMC Details
1,354.40 Cr
AUM
85
Schemes
Address
Address
Indiabulls Finance Centre - 11th Floor,Elphinstone Mills, Senapati Bapat Marg,Elphinstone (W),400013
Phone Number
Phone Number
Phone : 022-61891300 / 1800-2666-002