|Min SIP Amount||₹500|
|NAV||₹14.90 (25 Jan 2021)|
|Fund Started||08 Sep 2015|
|Fund Size||₹16 Cr|
|Indiabulls Nifty 50 Exchange Traded Fund Regular - Growth||Financial||Mutual Fund||13.5%|
|Tata Consumer Products Ltd.||FMCG||Equity||7.5%|
|IDBI Bank Ltd.||Financial||Equity||6.9%|
|Tata Consultancy Services Ltd.||Technology||Equity||6.2%|
|HDFC Bank Ltd.||Financial||Equity||4.9%|
|Kotak Mahindra Bank Ltd.||Financial||Equity||4.8%|
|Axis Bank Ltd.||Financial||Equity||4.8%|
|Larsen & Toubro Ltd.||Construction||Equity||4.5%|
|ICICI Bank Ltd.||Financial||Equity||4.4%|
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 ₹16 Cr and the Latest NAV as of 25 Jan 2021 is ₹14.90.
The Indiabulls Value Fund Direct Growth is rated Moderately 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.