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Indiabulls Mutual Fund

Indiabulls Tax Savings Fund Direct - Dividend

NAV
returns change indicator
9.6900
as on 22 Apr 2019 09:30 PM
-0.1100(1.12%)
Last Change
lockThis fund has a lock-in period of 3 years.
Schemes Managed By
Investment Performance
would have given a returns of
103,499
star
106,749
star
96,109
star
96,920
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
3,080
Profit (absolute return)
3.08%
in the last
1m
3m
1y
max
+1% Higher Returns
With Direct Plans on Paytm Money
Investment Returns
In the last 3 months
4.98%
In the last 6 months
11.37%
In the last 1 year
3.08%
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 22 Apr 2019 09:30 PM
79.98 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
1.94%
Expense Ratio
Plan
Dividend
13.21%
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 31 Mar 2019
Sort By
Financial
32.93%
26.34 Cr
Cash Holding
13.21%
10.57 Cr
Automobile
11.41%
9.12 Cr
FMCG
10.58%
8.47 Cr
Energy
9.65%
7.72 Cr
Construction
6.81%
5.45 Cr
Technology
5.02%
4.01 Cr
Cons Durable
3.12%
2.50 Cr
Chemicals
2.56%
2.05 Cr
Engineering
2.42%
1.94 Cr
View All
View All
Sectors Holding in this Mutual Fund
as on 31 Mar 2019
Sort By
Financial
32.93%
26.34 Cr
Cash Holding
13.21%
10.57 Cr
Automobile
11.41%
9.12 Cr
FMCG
10.58%
8.47 Cr
Energy
9.65%
7.72 Cr
Construction
6.81%
5.45 Cr
Technology
5.02%
4.01 Cr
Cons Durable
3.12%
2.50 Cr
Chemicals
2.56%
2.05 Cr
Engineering
2.42%
1.94 Cr
View All
View All
Companies Holding in this Mutual Fund
as on 31 Mar 2019
Sort By
Others
12.41%
9.93 Cr
Nifty 50
10.11%
8.09 Cr
HDFC Bank Ltd.
9.04%
7.23 Cr
Reliance Industries Ltd.
6.54%
5.23 Cr
Larsen & Toubro Ltd.
4.57%
3.66 Cr
Kotak Mahindra Bank Ltd.
4.47%
3.58 Cr
Maruti Suzuki India Ltd.
4.23%
3.38 Cr
HCL Technologies Ltd.
3.52%
2.82 Cr
Mahindra & Mahindra Ltd.
3.32%
2.66 Cr
Bajaj Auto Ltd
3.19%
2.55 Cr
View All
View All
Companies Holding in this Mutual Fund
as on 31 Mar 2019
Sort By
Others
12.41%
9.93 Cr
Nifty 50
10.11%
8.09 Cr
HDFC Bank Ltd.
9.04%
7.23 Cr
Reliance Industries Ltd.
6.54%
5.23 Cr
Larsen & Toubro Ltd.
4.57%
3.66 Cr
Kotak Mahindra Bank Ltd.
4.47%
3.58 Cr
Maruti Suzuki India Ltd.
4.23%
3.38 Cr
HCL Technologies Ltd.
3.52%
2.82 Cr
Mahindra & Mahindra Ltd.
3.32%
2.66 Cr
Bajaj Auto Ltd
3.19%
2.55 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 manager Malay Shah. It has an AUM of ₹79.98 Crores and the latest NAV decalared is ₹9.690 as on 22 Apr 2019 at 9:30 pm.
Indiabulls Tax Savings Fund Direct - Dividend scheme return performance in last 1 year is -3.08%, is -3.49% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.
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.
AMC Information
Indiabulls Mutual Fund
Indiabulls Mutual Fund
View AMC Details
4,304.83 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- 6189 1300, 1800 2666 002