Indiabulls Tax Savings Fund - Growth - Regular Plan

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Fund Overview Growth | Regular 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 3.06 13.20 56.03 14.54 15.27 11.34

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 54.58 15.40 16.11 1.66 30,520.30
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 10, 2008 Unrated 37.17 8.58 12.17 1.79 14,044.14
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated 64.45 7.69 8.54 1.88 11,671.52
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 52.25 14.11 12.48 1.82 10,169.08
ICICI Prudential Long Term Equity Fund (Tax Saving) - Growth Aug 19, 1999 58.64 13.85 13.60 1.97 8,965.26

Fund Holdings as on 30-June-2021

  • Indiabulls Mutual Fund

  • Reliance Industries Limited

  • Infosys Limited

  • HDFC Bank Limited

  • ICICI Bank Limited

  • Larsen & Toubro Limited

  • CCIL

  • HCL Technologies Limited

  • Axis Bank Limited

  • Bharti Airtel Limited

  • State Bank of India

  • Tata Consultancy Services Limited

  • UltraTech Cement Limited

  • ITC Limited

  • ICICI Lombard General Insurance Company

  • Hindustan Unilever Limited

  • Bajaj Finance Limited

  • Tata Motors Limited

  • Indiabulls Housing Finance Limited

  • Kotak Mahindra Bank Limited

  • Escorts Limited

  • Tata Steel Limited

  • SBI Life Insurance Company Limited

  • Yes Bank Ltd

  • Multi Commodity Exchange of India Ltd.

  • Birla Corporation Limited

  • Sanofi India Limited

  • Creditaccess Grameen Limited

  • Avenue Supermarts Limited

  • Titan Company Limited

  • Nestle India Limited

  • Divi's Laboratories Limited

  • Gujarat Gas Limited

  • Net Receivable/Payable

  • Dr. Reddy's Laboratories Limited

  • PI Industries Limited

  • Maruti Suzuki India Limited

  • JK Cement Limited

  • EPL Limited

  • Reliance Industries Ltd - PP shares

  • Asian Paints Limited

  • Ambuja Cements Limited

  • SRF Limited

  • Bata India Limited

  • Pidilite Industries Limited

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  • Bank - Private

  • IT - Software

  • Miscellaneous

  • Refineries

  • Insurance

  • Engineering - Construction

  • Cement & Construction Materials

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Telecommunication - Service Provider

  • Bank - Public

  • Cigarettes/Tobacco

  • Household & Personal Products

  • Automobiles-Trucks/Lcv

  • Finance - Housing

  • Automobiles-Tractors

  • Steel & Iron Products

  • Finance - Stock Broking

  • Diversified

  • Retailing

  • Diamond & Jewellery

  • Consumer Food

  • Gas Transmission/Marketing

  • Pesticides & Agrochemicals

  • Automobiles - Passenger Cars

  • Plastic Products

  • Paints

  • Chemicals

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Fund Manager

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  • Equity

  • MFU

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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 ₹52.89 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 ₹0.04(0.32%)yesterday to ₹12.71.

Among its top 3 holdings the fund has exposure to Indiabulls Mutual Fund, and

The Indiabulls Tax Savings Fund is managed by Sumit Bhatnagar and Karan Singh.

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