Indiabulls Tax Savings Fund Regular Dividend+0.38%

3.99%
1 Year Return
Equity
ELSS
3.0star
6M
1Y
All

Fund Details

Indiabulls Tax Savings Fund Regular Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.25%
NAV10.43 (27 Nov 2020)
Fund Started28 Dec 2017
Fund Size85 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
4.0%
-
-
1.3%
Category Average
9.0%
4.3%
9.5%
-
Rank Within Category
31
-
-
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 4.0% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Age is less than 3 years
    3. Risk-adjusted returns are lower compared to the category
    4. Higher expense ratio
    5. 1Y Returns are lower than the benchmark
    6. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    7. Age is less than 3 years
    8. Higher expense ratio - 2.25%
    9. 1Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity7.9%
    Yes Bank Ltd.FinancialEquity4.9%
    HCL Technologies Ltd.TechnologyEquity4.8%
    Reliance Industries Ltd.EnergyEquity4.6%
    Indiabulls Nifty 50 Exchange Traded Fund Regular - GrowthFinancialMutual Fund4.5%
    ICICI Bank Ltd.FinancialEquity3.9%
    Ultratech Cement Ltd.ConstructionEquity3.5%
    Axis Bank Ltd.FinancialEquity3.3%
    Infosys Ltd.TechnologyEquity3.0%
    Nestle India Ltd.FMCGEquity3.0%
    See All

    Fund Managers

    Vikrant Mehta
    keyboard_arrow_down
    Malay Shah
    keyboard_arrow_down
    Karan Singh
    keyboard_arrow_down
    Veekesh Gandhi
    keyboard_arrow_down
    Rajeev Desai
    keyboard_arrow_down

    Indiabulls Tax Savings Fund Regular Dividend Details

    Indiabulls Tax Savings Fund Regular Dividend is a Equity Mutual Fund Scheme launched by Indiabulls Mutual Fund. This scheme was made available to investors on 28 Dec 2017. Malay Shah, Sumit Bhatnagar is the Current Fund Manager of Indiabulls Tax Savings Fund Regular Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹85 Cr and the Latest NAV as of 27 Nov 2020 is ₹10.43.

    The Indiabulls Tax Savings Fund Regular Dividend is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500.

    Investment 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.

    Tax Implications

    Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Nil
    Exit Load

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    About Indiabulls Mutual Fund

    Address
    11th Floor, Indiabulls Finance Centre Tower-1, Senapati Bapat Marg, Elphinstone (West) Mumbai - 400013.
    Phone
    022-61891300
    Launch Date
    24 Mar 2011
    Indiabulls Mutual Fund
    Asset Management Company
    Custodian
    HDFC Bank
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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