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Partner With Us NRI

May 23, 2022


Category

ELSS

AUM (Cr.)

41.90

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

0.00

Sharpe Ratio

10.94

Beta Ratio

0.00

Fund Manager

Sumit Bhatnagar

Inception Date

Dec 28, 2017

Risk Level

Very High

Investment Objective

The investment objective of the Scheme is 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. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assur or guarantee any returns.

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Return Calculator

Investment Type

SIP Lumpsum

Company

Period(Year)

Amount

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Indiabulls Tax Savings Fund (G) -3.72 -7.93 6.7 8.81 0 5.05
Benchmark - S&P BSE 500 6.26 0.22 6.39 3.77 7.66 0
Category Average - BEST ELSS/TAX SAVER FUNDS -7.07 -8.79 9.37 15.1 11.2 13.78
Category Rank 1/1 1/1 1/1 1/1 1/1 1/1
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
ICICI Pru Long Term Wealth Enhancement Fund (IDCW) 15.1200 0.33 10.69 11.94 0.00 34.04 1.37 500.00 invest
ICICI Pru Long Term Wealth Enhancement Fund (G) 15.1200 0.33 10.69 11.94 0.00 34.04 1.37 500.00 invest
Aditya Birla SL Tax Plan (G) 45.6600 0.31 -3.18 5.93 6.87 382.63 2.56 500.00 invest
JM Tax Gain Fund (G) 25.6828 0.24 7.08 14.80 12.34 65.07 0.00 500.00 invest
HDFC Tax Saver Fund (IDCW) 50.9340 -97.72 15.87 10.14 7.45 9,184.77 1.82 500.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Indian Mutual Funds-Indiabulls MF Apr 30, 2022 5.70 13.59 -2.84
Equity-Reliance Industr Apr 30, 2022 3.19 7.62 -6.92
Equity-HDFC Bank Apr 30, 2022 2.77 6.61 -5.48
Equity-ICICI Bank Apr 30, 2022 2.68 6.39 -2.49
Equity-Infosys Apr 30, 2022 2.19 5.24 -10.35
Equity-Larsen & Toubro Apr 30, 2022 2.08 4.95 -3.77
Equity-St Bk of India Apr 30, 2022 1.79 4.26 -4.13
Equity-TCS Apr 30, 2022 1.52 3.63 -3.15
Reverse Repo-C C I Apr 30, 2022 1.30 3.10 160.03
Equity-Bharti Airtel Apr 30, 2022 1.20 2.86 -0.23

latest news

Indiabulls Mutual Fund Announces Appointment of Key Personnel

Indiabulls Mutual Fund has announced that Jayraj Panchal has been appointed...

Mar 30, 2022 10:04

Indiabulls Mutual Fund Announces Resignation of Key Personnel

Indiabulls Mutual Fund has announced that Harish Shah, Dealer-Fixed Income ...

Feb 17, 2022 08:59

Indiabulls Mutual Fund Announces Appointment of Key Personnel

Indiabulls Mutual Fund has announced that Siddharth Shah shall be appointed...

Feb 02, 2022 12:23

Indiabulls MF Announces change in benchmark index under two schemes

Indiabulls Mutual Fund has announced change the benchmark index for the fol...

Dec 07, 2021 10:38

Indiabulls Mutual Fund Announces Appointment of Key Personnel

Indiabulls Mutual Fund has announced that Santosh Kumar Sidiri shall be app...

Aug 31, 2021 11:55

Indiabulls MF Announces Appointment of Independent Directors

Indiabulls Mutual Fund has announced that Shiva Kirti Singh and Sanjay Jain...

Aug 26, 2021 12:55

SCHEME DETAILS

AMC Name : Indiabulls Mutual Fund
Fund Name : Indiabulls Tax Savings Fund (G)
Contact Persone : Sumit Bhatnagar
Registered Address : 04th floor ,one international centretower-1,senapati bapat marg,prabhadevi(west) Mumbai 400013
Telephone No : 022-61891300
Fax No. : 022-61891320
Email : customercare:indiabullsamc.com
Website : www.indiabullsamc.com