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Partner With Us

Nov 26, 2021


Category

ELSS

AUM (Cr.)

51.11

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

0.00

Sharpe Ratio

24.81

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.

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) -4.97 12.35 26.95 13.21 0 7.33
Benchmark - S&P BSE 500 6.26 0.22 6.39 3.77 7.66 0
Category Average - BEST ELSS/TAX SAVER FUNDS -4.01 15.87 45.58 20.06 16.23 16.1
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
Parag Parikh Tax Saver Fund (G) 18.1414 -1.86 39.70 0.00 0.00 323.83 0.00 500.00 invest
SBI Tax Advantage Fund - Series III (G) 57.7276 -2.05 58.45 37.14 26.80 31.68 2.90 500.00 invest
Aditya Birla SL Tax Plan (G) 50.7200 -2.25 20.62 10.88 12.67 462.29 2.52 500.00 invest
Aditya Birla SL Tax Relief `96 (G) 41.6700 -2.27 21.24 11.70 13.43 14,647.00 1.76 500.00 invest
HDFC Tax Saver Fund (IDCW) 58.3690 -97.53 43.94 13.18 11.63 9,449.41 1.90 500.00 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 Oct 31, 2021 5.63 11.02 0.00
Equity-HDFC Bank Oct 31, 2021 3.48 6.81 -6.20
Equity-ICICI Bank Oct 31, 2021 3.21 6.28 10.28
Equity-Reliance Industr Oct 31, 2021 2.94 5.75 -6.08
Equity-Infosys Oct 31, 2021 2.92 5.71 -2.80
Equity-Larsen & Toubro Oct 31, 2021 2.61 5.10 -1.27
Equity-Bank of India Oct 31, 2021 2.38 4.66 0.08
Equity-St Bk of India Oct 31, 2021 2.01 3.93 2.36
Equity-UltraTech Cem. Oct 31, 2021 1.53 2.99 3.25
Equity-TCS Oct 31, 2021 1.49 2.92 -5.92

latest news

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

Indiabulls Mutual Fund Announces change in Key Personnel

Indiabulls Mutual Fund has announced that Parth Muria has been appointed as...

Jul 03, 2021 11:36

Indiabulls MF Announces change in fund managers under its schemes

Indiabulls Mutual Fund has announced that change the fund managers under th...

May 05, 2021 11:33

Indiabulls Mutual Fund Announces winding up under its schemes

Indiabulls Trustee Company Limited has decided to wind up following schemes...

Nov 21, 2020 14:17

SCHEME DETAILS

AMC Name : Indiabulls Mutual Fund
Fund Name : Indiabulls Tax Savings Fund (G)
Contact Persone : Sumit Bhatnagar
Registered Address : Plot No. 448-451, Udyog Vihar,Phase-V, Gurgaon,Haryana - 122016
Telephone No : 022-61891300
Fax No. : 022-61891320
Email : customercare:indiabullsamc.com
Website : www.indiabullsamc.com