Indiabulls Tax Savings Direct Growth
Indiabulls Tax Savings Direct Growth

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
Expense ratio
0.5%
Benchmark
Benchmark
S&P BSE 200 India TR INR
AUM
AUM
₹53 Cr
Inception Date
Inception Date
28 December, 2017
Min Lumpsum/SIP
Min Lumpsum/SIP
₹500/₹1500
Exit Load
Exit Load
0%
Lock In
Lock In
3 Years
TurnOver
TurnOver
35.16%

Fund Distribution

  • Equity 96.4%
  • Debt & Cash 3.6%
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

  • All
  • Equity
  • Debt & Cash
Total Holdings49
Equity Holdings47
Debt Holdings2

Fund Highlights

Fund Manager
Fund Manager

Fund Manager

Sumit Bhatnagar,Karan Singh
About the fund

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

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

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%

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)
We are a SEBI registered investement advisor