Indiabulls Tax Savings Direct Growth

What If You Invested in Indiabulls Tax Savings Direct Growth

1-time
Monthly SIP

₹1L

10L

This Fund's Returns

Profit (Absolute Return)

Fund Name

Expenses

CAGR Returns

Indiabulls Tax Savings Direct Growth

Q: What are the average returns of Indiabulls Tax Savings Direct Growth Fund ?

The return since inception of Indiabulls Tax Savings Direct Growth is 9.22%. The average returns of Indiabulls Tax Savings Direct Growth are Years Returns 1 yr 30.08% 3 yrs 14.87%

Q: What is the current NAV of Indiabulls Tax Savings Direct Growth Fund?

The NAV for the fund as on 03-Dec-2021 is 14.14

Q: How do I invest in Indiabulls Tax Savings Direct Growth Fund?

- Download the INDmoney app - Create your profile - Select any best equity fund from our catalogue - Choose between Starting a SIP or One time lump sum - Complete the payment process

Q: What is the expense ratio of Indiabulls Tax Savings Direct Growth fund?

The expense ratio of this fund is 0.5 %

Q: What is the worth of total assets under management (AUM) of Indiabulls Tax Savings Direct Growth fund ?

The AUM for the fund as on 03-Dec-2021 is 52 Cr

Q: What are the top holdings of Indiabulls Tax Savings Direct Growth Fund?

The top holdings include Indiabulls Nifty50 ETF 12% HDFC Bank Ltd 6.56% Infosys Ltd 5.99% ICICI Bank Ltd 5.92% Reliance Industries Ltd 5.72%

Equity

Direct

Very High Risk

Elss (Tax Savings)

NAV: ₹ 14.1 as on 01-12-2021

About the Fund

Indiabulls Tax Savings Direct Growth is an equity fund. This fund was started on 28 December, 2017. The fund is managed by Sumit Bhatnagar, Karan Singh. The fund could potentially beat inflation in the long-run.

Key parameters

1) Indiabulls Tax Savings Direct Growth has a NAV of 14.14 as on 03-Dec-2021.

2) Indiabulls Tax Savings Direct Growth has 52 Cr worth of assets under management (AUM) as on 03-Dec-2021 and is less than category average.

3) The fund has an expense ratio 0.5 %.

Fund Overview

Expense ratio	0.5%
	Benchmark	S&P BSE 200 India TR INR
AUM	₹52 Cr
Inception Date	28 December, 2017
Min Lumpsum/SIP	₹500/₹500
Exit Load	0%
Lock In	3 Years
	TurnOver	35.16%

Fund Distribution

Equity 98.6%
Debt & Cash 1.4%

Size breakup

Large cap

86.17%

Mid cap

13.14%

Small cap

0.69%

Sector Allocation

Top Holdings

All
Equity
Debt & Cash

Total Holdings20

Equity Holdings20

Debt Holdings2

Indiabulls Nifty50 ETF	12%
HDFC Bank Ltd	6.6%
Infosys Ltd	6%
ICICI Bank Ltd	5.9%
Reliance Industries Ltd	5.7%
Larsen & Toubro Ltd	5.5%
Bank of India	4.7%
State Bank of India	3.9%

See all

Fund Highlights

About the fund

This fund has delivered an average annual returns of 9.2% since inception which is less than its category average return of 15.03%

Fund Allocations

This fund has an allocation of 98.6% in Equity, 0% in Debt and 1.4% in Cash related instruments

AUM size ₹52 Cr

This fund has AUM of ₹52 Cr which is less than its category average of ₹ 2725 Cr

Expense Ratio 0.5%

This fund has an expense ratio of 0.5% which is less than its category average expense ratio of 1.6%

AMC details

Fund House

Indiabulls Asset Management Company Ltd.

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)

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Aditya Birla Sun Life Tax Relief 96 Direct Plan Growth

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Frequently Asked Questions

What are the average returns of Indiabulls Tax Savings Direct Growth Fund ?

What is the current NAV of Indiabulls Tax Savings Direct Growth Fund?

How do I invest in Indiabulls Tax Savings Direct Growth Fund?

What is the expense ratio of Indiabulls Tax Savings Direct Growth fund?

What is the worth of total assets under management (AUM) of Indiabulls Tax Savings Direct Growth fund ?

What are the top holdings of Indiabulls Tax Savings Direct Growth Fund?

What are the top sectors Indiabulls Tax Savings Direct Growth Fund has invested in?

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Mutual Funds watchlist

Financial Services	37.4%
Tech	14.9%
Basic Materials	10.2%
Defensive	8.7%
Industrial	8.2%
Energy	8%
Cyclical	4.5%
Health	2.8%
Communication	2.6%
Utilities	2.6%

Indiabulls Tax Savings Direct Growth

NAV: ₹ 14.1 as on 01-12-2021

Fund Overview

Fund Distribution

Top Holdings

Fund Highlights

Fund Manager

About the fund

Fund Allocations

AUM size ₹52 Cr

Expense Ratio 0.5%

AMC details

Similar Funds

What are the average returns of Indiabulls Tax Savings Direct Growth Fund ?

What is the current NAV of Indiabulls Tax Savings Direct Growth Fund?

How do I invest in Indiabulls Tax Savings Direct Growth Fund?

What is the expense ratio of Indiabulls Tax Savings Direct Growth fund?

What is the worth of total assets under management (AUM) of Indiabulls Tax Savings Direct Growth fund ?

What are the top holdings of Indiabulls Tax Savings Direct Growth Fund?

What are the top sectors Indiabulls Tax Savings Direct Growth Fund has invested in?