Overview (as on 02 Aug 2021)

NAV

₹13.3

1y returns

44.408%

Fund AUM

₹53 Cr

Expense Ratio

0.5%

Fund Performance

Calculator

Asset Allocation

Sector Allocation
Financial Services
37.34%
Tech
14.39%
Basic Materials
10.24%
Defensive
8.42%
Industrials
6.99%
Energy
6.96%
Consumer
6.39%
Health
4.33%
Communication
3.58%
Utilities
1.36%
Size Breakup
Large Cap
84.97%
Mid Cap
15.03%

Key Metrics

Beta 

0.0

Std deviation 

0.0%

Sharpe Ratio 

0.0

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 Direct Dividend Sweep
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
customercare@indiabullsmf.com
Phone
+912266589925
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 Direct Dividend Sweep

NAV

₹13.3

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
    warning

    Fund is in Top 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Karan Singh
Karan Singh

manager

Work Experience
"null"
Rajeev Desai
Rajeev Desai

leader

Work Experience
"null"
Sumit Bhatnagar
Sumit Bhatnagar

leader

Work Experience
"-"

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