Overview (as on 18 Sep 2020)

NAV

₹9.44

1y returns

3.509%

Fund AUM

₹84 Cr

Expense Ratio

2.25%

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Financial Services
39.47%
Basic Materials
11.71%
Tech
10.96%
Defensive
9.48%
Energy
7.20%
Health
6.89%
Consumer
5.97%
Industrials
3.38%
Utilities
2.62%
Communication
2.32%
Size Breakup
Large Cap
83.00%
Mid Cap
17.00%

Key Metrics

Beta 

NA

Std deviation 

NA

Sharpe Ratio 

NA

Top 10 Holdings

Fund Details

Investment Objectives
The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equityrelated 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 assure or guarantee any returns.
Scheme Name
Indiabulls Tax Savings Dividend Reinvestment
Scheme Document
Exit Load

After 0 Years : 0%

Plan Started
28 December, 2017
Fund Manager
Karan Singh
Fund House Details
Fund House
Indiabulls Asset Management Company Ltd.
Email
NA
Phone
NA
Address
Indiabulls Asset Management Company Ltd.,11th Floor,Tower-1, Indiabulls Finance Centre,,Elphinstone Mills Compound, Senapati Bapat Marg,,Elphinstone (West)

Other Related Plans

Peer Funds

Indiabulls Tax Savings Dividend Reinvestment

NAV

₹9.44

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Karan Singh
Karan Singh

Manager

Rajeev Desai
Rajeev Desai

Manager

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Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs. Performance and returns of any investment portfolio can neither be predicted nor guaranteed.

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