Indiabulls Tax Savings Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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 0.99 5.58 12.63 11.81 8.11 9.50

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 - Regular Plan - Growth Dec 29, 2009 22.34 15.89 10.10 1.63 21,472.82
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated 7.01 3.04 2.35 1.74 10,813.57
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 10, 2008 9.77 11.65 8.67 2.01 10,029.20
HDFC TaxSaver-Growth Plan Mar 31, 1996 Unrated 6.12 5.84 4.25 1.97 7,454.46
SBI MAGNUM TAXGAIN SCHEME 1993 - REGULAR PLAN- GROWTH Mar 31, 1993 9.68 7.82 5.21 1.97 7,370.28

Fund Holdings as on 31-December-2019

  • HDFC Bank Ltd

  • Housing Development Finance Corporation

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • Indiabulls Mutual Fund

  • CCIL

  • Larsen & Toubro Ltd

  • Maruti Suzuki India Ltd

  • Infosys Ltd

  • Axis Bank Ltd

  • HCL Technologies Ltd

  • Ultratech Cement Ltd

  • Indiabulls Housing Finance Ltd

  • Kotak Mahindra Bank Ltd

  • ITC Ltd

  • Nestle India Ltd

  • HDFC Asset Management Company Ltd

  • Asian Paints Ltd

  • Tata Consultancy Services Ltd

  • SBI Life Insurance Company Ltd

  • Titan Company Ltd

  • Bajaj Finance Ltd

  • Net Receivable/Payable

  • ICICI Lombard General Insurance Company

  • RBL Bank Ltd

  • Hindustan Unilever Ltd

  • Coal India Ltd

  • National Thermal Power Corp Ltd

  • SANOFI INDIA LIMITED

  • PI Industries Ltd

  • Bank of Baroda

  • State Bank of India

  • NMDC Ltd

  • Avenue Supermarts Ltd

  • Dr. Reddy's Laboratories Ltd

  • Procter & Gamble Hygiene and Health Care

  • JK CEMENT Ltd

  • Bajaj Auto Ltd

  • Container Corporation of India Ltd

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  • Bank - Private

  • IT - Software

  • Miscellaneous

  • Refineries

  • Engineering - Construction

  • Insurance

  • Automobiles - Passenger Cars

  • Cement & Construction Materials

  • Finance - Housing

  • Cigarettes/Tobacco

  • Consumer Food

  • Finance - Asset Management

  • Mining & Minerals

  • Paints

  • Household & Personal Products

  • Bank - Public

  • Diamond & Jewellery

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Power Generation/Distribution

  • Pesticides & Agrochemicals

  • Retailing

  • 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 ₹88.05 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 ₹-0.05(-0.49%)yesterday to ₹10.08.

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

The Indiabulls Tax Savings Fund is managed by Vikrant Mehta and Veekesh Gandhi.

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

Fund Manager

  • Cash

  • Equity

  • ICRA A1+

  • MFU

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