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Indiabulls Mutual Fund

Indiabulls Tax Savings Fund Direct - Growth

NAV
returns change indicator
14.3100
as on 21 Sep 2021, 10:25 PM
0.0700(0.49%)
Last Change
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lockThis fund has a lock-in period of 3 years.

Scheme Ratings

2
starstarstarstarstar
rated by Value Research

Start SIP in this Mutual Fund

Min SIP Amount
500
Suggested Date
22nd of Every Month

Investment Performance

would have given a return of
1,10,871
star
1,21,647
star
1,40,589
star
1,48,798
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
48,798
Profit (absolute return)
48.80%
in the last
1m
3m
1y
3y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
9.96%
In the last 6 months
17.78%
In the last 1 year
46.05%
In the last 3 years
48.80%
In the last 5 years
NA
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

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

Scheme Information

Indiabulls Tax Savings Fund Direct - Growth
Indiabulls Tax Savings Fund Direct - Growth
as of 31 Aug 2021, 05:30 AM
52.76 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
0.50%
Expense Ratio
Plan
Growth
0.38%
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 Aug 2021
Sort By
Financial
31.86%
16.81 Cr
Technology
16.88%
8.90 Cr
Construction
11.40%
6.02 Cr
Energy
7.97%
4.20 Cr
FMCG
7.18%
3.79 Cr
Insurance
4.82%
2.54 Cr
Automobile
4.65%
2.45 Cr
Healthcare
3.51%
1.85 Cr
Services
2.83%
1.49 Cr
Metals
2.79%
1.47 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 31 Aug 2021
Sort By
Indiabulls Nifty 50 Exchange Traded Fund - Growth
9.79%
5.17 Cr
Reliance Industries Ltd.
5.81%
3.07 Cr
Infosys Ltd.
5.66%
2.99 Cr
ICICI Bank Ltd.
5.45%
2.88 Cr
HDFC Bank Ltd.
5.10%
2.69 Cr
Bank of India
5.00%
2.64 Cr
Larsen & Toubro Ltd.
4.67%
2.46 Cr
HCL Technologies Ltd.
3.92%
2.07 Cr
State Bank of India
3.23%
1.70 Cr
Tata Consultancy Services Ltd.
3.15%
1.66 Cr
View All
View All

About Indiabulls Tax Savings Fund Direct - Growth

Indiabulls Tax Savings Fund Direct - Growth 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 Sumit Bhatnagar and Karan Singh. It has an AUM of ₹52.76 Crores and the latest NAV decalared is ₹14.310 as on 22 Sep 2021 at 4:21 am.
Indiabulls Tax Savings Fund Direct - Growth scheme return performance in last 1 year is 46.05%, in last 3 years is 48.80% and 42.53% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.

Scheme Details

AUM:52.76 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

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