Indiabulls Tax Savings Fund - Growth - Direct Plan

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  • Net Change on 30-10-2020

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Fund Overview Growth | Direct Plan

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  • 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 2.60 6.45 0.64 2.93 8.70 8.64

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 0.06 8.03 10.57 0.89 21,835.55
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 1.13 2.69 9.21 0.94 11,122.53
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated -14.19 -10.29 1.49 1.23 8,783.37
SBI Long Term Equity Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 1.20 0.45 5.51 1.30 7,414.23
HDFC TaxSaver -Direct Plan - Growth Option Dec 31, 2012 Unrated -9.10 -4.28 4.54 1.37 6,586.89

Fund Holdings as on 30-September-2020

  • CCIL

  • HDFC Bank Ltd

  • Yes Bank Ltd

  • Reliance Industries Ltd

  • HCL Technologies Ltd

  • Indiabulls Mutual Fund

  • ICICI Bank Ltd

  • Ultratech Cement Ltd

  • Infosys Ltd

  • Axis Bank Ltd

  • Nestle India Ltd

  • Larsen & Toubro Ltd

  • Tata Consultancy Services Ltd

  • Divis Laboratories Ltd

  • Dabur India Ltd.

  • Titan Company Ltd

  • Net Receivable/Payable

  • Hindustan Unilever Ltd

  • HDFC Asset Management Company Ltd

  • SBI Life Insurance Company Ltd

  • ICICI Lombard General Insurance Company

  • PI Industries Ltd

  • Bharti Airtel Ltd

  • SANOFI INDIA LIMITED

  • PIDILITE INDUSTRIES LTD

  • Bajaj Finance Ltd

  • Indiabulls Housing Finance Ltd

  • Credit Access Grameen Ltd

  • Asian Paints Ltd

  • Bata India Ltd.

  • GUJARAT GAS LIMITED

  • JK CEMENT Ltd

  • GlaxoSmithKline Pharmaceuticals Ltd

  • TRENT LTD

  • Dr. Reddy's Laboratories Ltd

  • SRF LIMITED

  • Maruti Suzuki India Ltd

  • National Thermal Power Corp Ltd

  • Avenue Supermarts Ltd

  • AU Small Finance Bank Ltd.

  • Coal India Ltd

  • Kotak Mahindra Bank Ltd

  • NMDC Ltd

  • State Bank of India

  • RBL Bank Ltd

  • Procter & Gamble Hygiene and Health Care

  • Reliance Industries Ltd-Rights

  • SBI Cards and Payment Ltd.

  • CAMS Ltd

  • Bajaj Auto Ltd

  • Container Corporation of India Ltd

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  • Bank - Private

  • IT - Software

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Refineries

  • Household & Personal Products

  • Cement & Construction Materials

  • Insurance

  • Retailing

  • Finance - NBFC

  • Consumer Food

  • Engineering - Construction

  • Diamond & Jewellery

  • Finance - Asset Management

  • Pesticides & Agrochemicals

  • Telecommunication - Service Provider

  • Chemicals

  • Mining & Minerals

  • Finance - Housing

  • Paints

  • Trading

  • Diversified

  • Automobiles - Passenger Cars

  • Power Generation/Distribution

  • Bank - Public

  • BPO/ITeS

  • Automobile Two & Three Wheelers

  • Logistics

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About Indiabulls Tax Savings Fund

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 ₹83.01 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 down ₹-0.03(-0.31%)yesterday to ₹9.79.

Among its top 3 holdings the fund has exposure to CCIL, 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