| NAV: 16 May 2022 | ₹12.13 |
| Min. SIP amount | NA |
| Rating | 2 |
| Fund size | ₹41.90Cr |
Returns and rankings
| 6M | 1Y | 3Y | All | |
|---|---|---|---|---|
| Fund returns | NA | 7.1% | 9.4% | 4.5% |
| Category average | NA | 54.9% | 14.2% | NA |
| Rank with in category | NA | 22 | 33 | NA |
Holdings (37)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Indiabulls Nifty 50 Exchange Traded Fund - Growth | Financial | Mutual Fund | 13.1% |
| Reliance Industries Ltd. | Energy | Equity | 8.2% |
| HDFC Bank Ltd. | Financial | Equity | 6.8% |
| Infosys Ltd. | Technology | Equity | 6.2% |
| ICICI Bank Ltd. | Financial | Equity | 6.1% |
| Larsen & Toubro Ltd. | Construction | Equity | 5.0% |
| State Bank of India | Financial | Equity | 4.1% |
| Tata Consultancy Services Ltd. | Technology | Equity | 3.7% |
| Bharti Airtel Ltd. | Communication | Equity | 2.8% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.7% |
Expense ratio, exit load and tax
Expense ratio: 2.25%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Minimum investment amounts
| Min. for 1st investment | NA |
| Min. for 2nd investment onwards | NA |
| Min. for SIP | NA |
Fund management
Sumit BhatnagarMay 2021 - PresentView details
Karan SinghMay 2020 - PresentView details
Fund house & investment objective
Fund house contact details
Compare funds
FAQs
How to Invest in Indiabulls Tax Savings Fund Regular Growth?
You can easily invest in Indiabulls Tax Savings Fund Regular Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
- Log on to your Groww account
- Search for Indiabulls Tax Savings Fund Regular Growth from the search box
- In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
- Once you are done with that, you can start investing in Indiabulls Tax Savings Fund Regular Growth as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does Indiabulls Tax Savings Fund Regular Growth provide?
The Indiabulls Tax Savings Fund Regular Growth has been there from 28 Dec 2017 and the average annual returns provided by this fund is 7.12% since its inception.
How much expense ratio is charged by Indiabulls Tax Savings Fund Regular Growth?
The term
Expense Ratio used for Indiabulls Tax Savings Fund Regular Growth or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of Indiabulls Tax Savings Fund Regular Growth is 2.25% as of 17 May 2022...
What is the AUM of Indiabulls Tax Savings Fund Regular Growth?
The AUM, short for Assets Under Management of Indiabulls Tax Savings Fund Regular Growth is ₹41.90Cr as of 17 May 2022.
How to Redeem Indiabulls Tax Savings Fund Regular Growth?
If you want to sell your Indiabulls Tax Savings Fund Regular Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of Indiabulls Tax Savings Fund Regular Growth?
What is the NAV of Indiabulls Tax Savings Fund Regular Growth?
The NAV of Indiabulls Tax Savings Fund Regular Growth is ₹12.13 as of 16 May 2022.
