Overview (as on 22 Apr 2021)
NAV
₹11.17
1y returns
41.035%
Fund AUM
₹54 Cr
Expense Ratio
2.25%
Fund Performance
Calculator
Monthly SIP
Lumpsum
I would like to invest
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
Asset Allocation
Equity (99.22%)
Debt & Cash (0.78%)
Sector Allocation
Financial Services
34.18%
Tech
15.76%
Basic Materials
12.72%
Defensive
9.92%
Energy
8.22%
Health
5.86%
Consumer
4.60%
Industrials
4.28%
Communication
3.29%
Utilities
1.17%
Size Breakup
Large Cap
83.00%
Mid Cap
17.00%
Key Metrics
Beta
NA
Std deviation
NA
Sharpe Ratio
NA
Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
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 Transfer of Income Distribution cum Capital Withdrawal
Scheme Document
Exit Load
After 0 Years : 0%
Plan Started
28 December, 2017
Fund Manager
Rajeev Desai
Fund House Details
Fund House
Indiabulls Asset Management Company Ltd.
Email
NA
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
| Fund Name | Plan Type | Expense Ratio | 1yr Returns |
|---|---|---|---|
| Direct | 0.50% | 45.75% | |
| Direct | 0.50% | 45.74% | |
| Direct | 0.50% | 45.74% | |
| Direct | 0.50% | 45.74% | |
| Regular | 2.25% | 41.04% | |
| Regular | 2.25% | 41.04% |
Peer Funds
Indiabulls Tax Savings Transfer of Income Distr...
NAV
₹11.17
INDmoney Analysis
Return Score
Below Average
Risk Score
Below Average
Fund is in Bottom 50 percent in its Category
Return score is based upon:
Benchmark out performance
Consistency of returns
Performance efficiency
Fund is in Bottom 50 percent in its Category
Risk score is based upon:
Return volatility
Risk management
Market sensitivity
Fund Managers
Rajeev Desai
leader
Work Experience
"null"
Karan Singh
manager
Work Experience
"null"
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