Overview (as on 25 Sep 2020)
NAV
₹9.35
1y returns
-4.592%
Fund AUM
₹84 Cr
Expense Ratio
0.5%
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 (90.62%)
Debt & Cash (9.38%)
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
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
Ccil
Low Risk
Cash
7.34%
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 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
| Fund Name | Plan Type | Expense Ratio | 1yr Returns |
|---|---|---|---|
| Indiabulls Tax Savings Direct GrowthNR | Direct | 0.50% | -4.49% |
| Indiabulls Tax Savings Direct Dividend PayoutNR | Direct | 0.50% | -4.59% |
| Indiabulls Tax Savings Direct Dividend SweepNR | Direct | 0.50% | -4.59% |
| Indiabulls Tax Savings GrowthNR | Regular | 2.25% | -5.91% |
| Indiabulls Tax Savings Dividend ReinvestmentNR | Regular | 2.25% | -5.91% |
| Indiabulls Tax Savings Dividend PayoutNR | Regular | 2.25% | -5.91% |
| Indiabulls Tax Savings Dividend SweepNR | Regular | 2.25% | -5.91% |
Peer Funds
Indiabulls Tax Savings Direct Dividend Reinvest...
NAV
₹9.35
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
Karan Singh
Manager
Rajeev Desai
Manager
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