Indiabulls Tax Savings Direct Growth
Equity
Direct
Very High Risk
Elss (Tax Savings)
NAV: ₹ 14.67 as on 25-10-2021
Fund Overview
Expense ratio
0.5%
Benchmark
S&P BSE 200 India TR INR
AUM
₹53 Cr
Inception Date
28 December, 2017
Min Lumpsum/SIP
₹500/₹1500
Exit Load
0%
Lock In
3 Years
TurnOver
35.16%
Fund Distribution
Size breakup
Large cap
87.66%
Mid cap
12.34%
Sector Allocation
Financial Services
37.8%
Tech
14.7%
Basic Materials
9.8%
Defensive
9.8%
Energy
8.3%
Industrial
7.4%
Cyclical
4.5%
Health
3.4%
Communication
2.4%
Utilities
2%
Top Holdings
Total Holdings49
Equity Holdings47
Debt Holdings2
Fund Highlights
Fund Manager
Sumit Bhatnagar,Karan Singh
About the fund
This fund has delivered an average annual returns of 10.54% since inception which is less than its category average return of 15.79%
Fund Allocations
This fund has an allocation of 96.4% in Equity, 0% in Debt and 3.6% in Cash related instruments
AUM size ₹53 Cr
This fund has AUM of ₹53 Cr which is less than its category average of ₹ 2888 Cr
Expense Ratio 0.5%
This fund has an expense ratio of 0.5% which is less than its category average expense ratio of 1.57%
AMC details
Fund House
Indiabulls Asset Management Company Ltd.
Email
customercare@indiabullsmf.com
Phone
+912261891327
Address
Indiabulls Asset Management Company Ltd.,11th Floor,Tower-1, Indiabulls Finance Centre,,Elphinstone Mills Compound, Senapati Bapat Marg,,Elphinstone (West)
Similar Funds
SBI Magnum Long Term Equity Scheme Direct Growth
22.32% (3 Yrs)
Axis Long Term Equity Fund Direct Plan Growth Option
25.5% (3 Yrs)
Aditya Birla Sun Life Tax Relief 96 Direct Plan Growth
15.8% (3 Yrs)
Nippon India Tax Saver (ELSS) Fund - Direct Plan - Growth Option
17.63% (3 Yrs)
ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan Growth
22.98% (3 Yrs)
