|Min SIP Amount||₹500|
|NAV||₹17.78 (23 Jul 2021)|
|Fund Started||08 Sep 2015|
|Fund Size||₹15 Cr|
|Indiabulls Nifty 50 Exchange Traded Fund Regular - Growth||Financial||Mutual Fund||15.9%|
|ICICI Bank Ltd.||Financial||Equity||6.9%|
|Larsen & Toubro Ltd.||Construction||Equity||5.6%|
|HDFC Bank Ltd.||Financial||Equity||5.5%|
|Axis Bank Ltd.||Financial||Equity||4.6%|
|Reliance Industries Ltd.||Energy||Equity||4.0%|
|Kotak Mahindra Bank Ltd.||Financial||Equity||3.7%|
|State Bank of India||Financial||Equity||3.6%|
|Tata Consultancy Services Ltd.||Technology||Equity||3.4%|
Indiabulls Value Fund Direct Growth is a Equity Mutual Fund Scheme launched by Indiabulls Mutual Fund. This scheme was made available to investors on 08 Sep 2015. Sumit Bhatnagar is the Current Fund Manager of Indiabulls Value Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹15 Cr and the Latest NAV as of 23 Jul 2021 is ₹17.78.
The Indiabulls Value Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500. Exit load of 1% if redeemed within 1 year.
The Scheme seeks to generate returns through a combination of dividend income and capital appreciation by investing primarily in well-diversified portflio of value stocks.
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.