Indiabulls Value Fund Regular Dividend Half Yearly is a Equity Mutual Fund Scheme launched by Indiabulls Mutual Fund. This scheme was introduced to investors on 02 Mar 2017. Sumit Bhatnagar is the Current Fund Manager of Indiabulls Value Fund Regular Dividend Half Yearly.The fund currently has an Asset Under Management(AUM) of ₹23 Cr and the Latest NAV as of 06 Dec 2019 is ₹9.48.
The Indiabulls Value Fund Regular Dividend Half Yearly is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. Exit load of 1% if redeemed within 1 year..
The primary objective of the Scheme is to seek to generate capital appreciation by investing in a portfolio of Equity and Equity related securities of companies that meet the relative value criteria and fall within top 500 by market cap. A company is considered as showing high relative value if it has a combination of higher RoCE and higher earnings yield. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.
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.
Scheme Information Document(SID)
Min for First Investment
Min for Second Investment
Exit load of 1% if redeemed within 1 year.