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Indiabulls Mutual Fund

Indiabulls Tax Savings Fund Direct - Growth

NAV
returns change indicator
9.8500
as on 26 Oct 2020, 11:05 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
27th of Every Month

Investment Performance

would have given a return of
103,499
star
106,749
star
97,460
star
98,902
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
1,098
Profit (absolute return)
1.10%
in the last
1m
3m
1y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
4.79%
In the last 6 months
22.36%
In the last 1 year
1.10%
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 - Growth
Indiabulls Tax Savings Fund Direct - Growth
as of 30 Sep 2020, 05:30 AM
83.01 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
0.50%
Expense Ratio
Plan
Growth
9.46%
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 2020
Sort By
Financial
33.58%
27.88 Cr
Technology
11.22%
9.31 Cr
Cash Holding
9.46%
7.85 Cr
FMCG
9.13%
7.58 Cr
Energy
8.08%
6.71 Cr
Construction
7.35%
6.10 Cr
Healthcare
6.51%
5.41 Cr
Chemicals
5.94%
4.93 Cr
Cons Durable
2.15%
1.78 Cr
Services
1.92%
1.59 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 30 Sep 2020
Sort By
Others
9.40%
7.80 Cr
HDFC Bank Ltd.
7.41%
6.15 Cr
Yes Bank Ltd.
5.39%
4.47 Cr
Reliance Industries Ltd.
5.15%
4.28 Cr
HCL Technologies Ltd.
4.79%
3.98 Cr
Indiabulls Nifty 50 Exchange Traded Fund Regular - Growth
4.45%
3.69 Cr
ICICI Bank Ltd.
3.62%
3.00 Cr
Ultratech Cement Ltd.
3.17%
2.63 Cr
Infosys Ltd.
2.96%
2.46 Cr
Axis Bank Ltd.
2.91%
2.42 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 Karan Singh and Rajeev Desai. It has an AUM of ₹83.01 Crores and the latest NAV decalared is ₹9.850 as on 27 Oct 2020 at 5:20 pm.
Indiabulls Tax Savings Fund Direct - Growth scheme return performance in last 1 year is -1.10%, is -1.89% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.

Scheme Details

AUM:83.01 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