Indiabulls Tax Savings Fund Regular Plan Growth Option | Pros & Cons NAV(12.33)

Indiabulls Tax Savings Fund Regular Plan Growth Option

Equity: ELSS

Fund Information

Objective

to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related Securities.The scheme shall offer tax benefits under Section 80C of the Income Tax Act.

Very High Risk

Equity: ELSS

Category

Nifty 200

Benchmark

2017-12-28

Launched On

Type

500

Min SIP

500

Min Investment

51

AUM in Crores

2.25

Expense Ratio

--

Exit Load

Indiabulls Asset Management Company Ltd.

Fund House

Sumit Bhatnagar, Karan Singh

Fund Managers

Indiabulls Tax Savings Fund Regular Plan Option Pros & Cons

Pros

  • Lower Expense Ratio

Cons

  • Indiabulls Tax Savings Fund Regular Plan Growth Option has under performed index in 2017-2020 years
  • Indiabulls Tax Savings Fund Regular Plan Growth Option is ranking 74th in last 5 years

Average Returns

Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
Indiabulls Tax Savings Fund Regular Plan Growth Option 
12.6613.4
Nifty 200
16.9519.415.0811.6713.7811.43

Indiabulls Tax Savings Fund Regular Plan Option Rolling Returns

Fund Name3 Year (%)5 Year (%)
AverageMaxMinAverageMaxMin
Indiabulls Tax Savings Fund Regular Plan Growth Option 
11.2421.53-2.99
Nifty 200
13.5950.6-8.712.4826.37-1.27

Risk Parameters

Fund NameMeanStdSharpeBetaAlpha
Indiabulls Tax Savings Fund Regular Plan Growth Option 
54.9129.111.7240.91-14.21
Nifty 200
75.4928.172.512--
Risk Parameters are calculated for the last 3 years data.

Calender Year Returns

Performance

Best PerformanceWorst Performance
PeriodReturnsPeriodReturns
Week2020-04-03 - 2020-04-10
9.6
2020-03-11 - 2020-03-18
-16.82
Month2020-03-23 - 2020-04-23
18.52
2020-02-24 - 2020-03-24
-31.19
Quarter2020-03-23 - 2020-07-23
34.52
2019-12-04 - 2020-04-04
-29.55
Year2020-03-23 - 2021-03-23
70.67
2019-04-03 - 2020-04-03
-26.48

Portfolio

Stock NameSector% of Total Holdings
Indiabulls Nifty 50 Exchange Traded Fund-GFinancial10.82
Reliance IndustriesEnergy6.11
InfosysTechnology5.65
ICICI BankFinancial5.4
HDFC BankFinancial5.22
Larsen & ToubroConstruction4.84
HCL TechnologiesTechnology4.31
Bank of IndiaFinancial4.25
State Bank of IndiaFinancial3.49
Tata Consultancy ServicesTechnology3.2
Ultratech CementConstruction2.85
ITCFMCG2.84
Hindustan UnileverFMCG2.62
Kotak Mahindra BankFinancial2.54
Oracle Fin Ser SoftwareTechnology2.37
SBI Life Insurance CompanyInsurance2.34
Bharti AirtelCommunication2.15
Birla CorporationConstruction1.99
ICICI Lombard General Insurance CompanyInsurance1.96
Tata SteelMetals1.74
Titan CompanyConsumer Durable1.56
Axis BankFinancial1.48
Ambuja CementsConstruction1.43
Nestle IndiaFMCG1.31
JK CementConstruction1.2
Indiabulls Nifty 50 Exchange Traded Fund-GFinancial11.02
HDFC BankFinancial6.81
ICICI BankFinancial6.28
Reliance IndustriesEnergy5.75
InfosysTechnology5.71
Larsen & ToubroConstruction5.1
Bank of IndiaFinancial4.66
State Bank of IndiaFinancial3.93
Ultratech CementConstruction2.99
Tata Consultancy ServicesTechnology2.92
Kotak Mahindra BankFinancial2.62
Hindustan UnileverFMCG2.36
Oracle Fin Ser SoftwareTechnology2.34
SBI Life Insurance CompanyInsurance2.24
ITCFMCG2.18
Bharti AirtelCommunication2.17
Indraprastha GasEnergy2.04
Titan CompanyConsumer Durable1.75
Ambuja CementsConstruction1.66
Birla CorporationConstruction1.55
Tata SteelMetals1.54
Axis BankFinancial1.45
HCL TechnologiesTechnology1.41
Sun Pharmaceutical IndustriesHealthcare1.4
ICICI Lombard General Insurance CompanyInsurance1.39

AUM Yearly

YearScheme Total AumCategory Total Aum
202153.180.00

Indiabulls Tax Savings Fund Regular Plan Option Details

Indiabulls Tax Savings Fund Regular Plan Growth Option is a mutual fund scheme launched by Indiabulls Asset Management Company Ltd..This fund has been launched on 2017-12-28. Indiabulls Tax Savings Fund Regular Plan Growth Option currently has 51 crores of assets under management (AUM) and has an expense ratio of 2.25 which is higher than what most other Large Cap funds charge.


Indiabulls Tax Savings Fund Regular Plan Growth Option has given returns of 12.66% in the last 1 year and 13.4% in the last 3 years. And since launch the fund has given 5.43% returns.


This fund invests in companies which are fundamentally strong and having growth potential.


Min sip to invest in this fund is Rs.500 and lumpsum investment is Rs.500.

The top holdings of the fund are Indiabulls Nifty 50 Exchange Traded Fund-G , Reliance Industries , Infosys , ICICI Bank , HDFC Bank

Frquently Asked Questions

1. What is the NAV of Indiabulls Tax Savings Fund Regular Plan Option?

The current Net Asset Value (NAV) of the Indiabulls Tax Savings Fund Regular Plan Option is 12.33

2. Indiabulls Tax Savings Fund Regular Plan Option Rolling Returns

The 3 year rolling returns of the Indiabulls Tax Savings Fund Regular Plan Option:

  • Mean : 11.24%
  • Max : 21.53%
  • Min : -2.99%

3. How do I invest in Indiabulls Tax Savings Fund Regular Plan Option?

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Indiabulls Tax Savings Fund Regular Plan Growth Option



Investment Duration 3 years

Disclaimer

Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.