Indiabulls Tax Savings Fund - Growth - Direct Plan

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  • 1.12 %Nav, as on 19-01-2021

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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Fund Objective

The investment objective of the Scheme is to generate long-term capital appreciation from adiversified portfolio of predominantly equity and equity-related Securities. The scheme shalloffer tax benefits under Section 80C of the Income Tax Act.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 500 - TRI 5.68 23.78 20.23 8.76 15.56 10.42

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Axis Long Term Equity Fund - Direct Plan - Growth Option Jan 01, 2013 17.49 12.22 16.84 0.74 27,180.98
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 14.49 6.45 14.42 0.93 13,037.35
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated 0.98 -5.37 7.95 1.20 10,563.69
SBI Long Term Equity Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 19.19 5.64 12.59 1.30 8,766.65
ICICI Prudential Long Term Equity Fund (Tax Saving) - Direct Plan - Growth Jan 01, 2013 15.17 8.91 13.80 1.26 7,784.10

Fund Holdings as on 31-December-2020

  • HDFC Bank Ltd

  • Indiabulls Mutual Fund

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • HCL Technologies Ltd

  • Infosys Ltd

  • Divis Laboratories Ltd

  • Nestle India Ltd

  • Tata Consultancy Services Ltd

  • Axis Bank Ltd

  • Yes Bank Ltd

  • Larsen & Toubro Ltd

  • Bajaj Finance Ltd

  • Ultratech Cement Ltd

  • Hindustan Unilever Ltd

  • CCIL

  • Indiabulls Housing Finance Ltd

  • Titan Company Ltd

  • ICICI Lombard General Insurance Company

  • Asian Paints Ltd

  • Bharti Airtel Ltd

  • SBI Life Insurance Company Ltd

  • PIDILITE INDUSTRIES LTD

  • PI Industries Ltd

  • Bata India Ltd.

  • SANOFI INDIA LIMITED

  • JK CEMENT Ltd

  • Credit Access Grameen Ltd

  • GUJARAT GAS LIMITED

  • SRF Ltd

  • Dabur India Ltd.

  • AU Small Finance Bank Ltd.

  • Avenue Supermarts Ltd

  • Kotak Mahindra Bank Ltd

  • Maruti Suzuki India Ltd

  • Dr. Reddy's Laboratories Ltd

  • Net Receivable/Payable

  • State Bank of India

  • Procter & Gamble Hygiene and Health Care

  • Reliance Industries Ltd - PP shares

  • CAMS Ltd

  • SBI Cards and Payment Ltd.

  • Bajaj Auto Ltd

  • Container Corporation of India Ltd

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Refineries

  • Finance - NBFC

  • Insurance

  • Household & Personal Products

  • Cement & Construction Materials

  • Consumer Food

  • Engineering - Construction

  • Retailing

  • Finance - Housing

  • Diamond & Jewellery

  • Paints

  • Telecommunication - Service Provider

  • Chemicals

  • Pesticides & Agrochemicals

  • Trading

  • Diversified

  • Automobiles - Passenger Cars

  • Bank - Public

  • BPO/ITeS

  • Automobile Two & Three Wheelers

  • Logistics

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  • Cash

  • Equity

  • MFU

  • Rights

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About Indiabulls Tax Savings Fund

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Scheme Analysis

Indiabulls Tax Savings Fund is a Equity - ELSS fund and belongs to Indiabulls Mutual Fund. It was launched on 28-Dec-2017 and currently has an AUM of ₹79.24 crore. Indiabulls Tax Savings Fund is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE 500 - TRI as secondary index.

The NAV of Indiabulls Tax Savings Fund ended up ₹0.13(1.12%)yesterday to ₹11.76.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd, and

The Indiabulls Tax Savings Fund is managed by Karan Singh and Rajeev Desai.

Fund House Contact

11th Fl.,Tower-1,Indiabulls Finance Centre, Senapati Bapat Marg,Elphinstone Mills Comp.,Elphinstone(W) Mumbai - 400 013

022-30866253
022-66589925