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 N/A N/A N/A N/A N/A N/A

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 15.41 15.86 10.83 1.72 21,492.33
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated 0.32 3.13 2.01 2.08 10,673.58
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 10, 2008 6.32 12.65 9.78 1.98 9,814.16
HDFC TaxSaver-Growth Plan Mar 31, 1996 Unrated 4.98 7.32 4.18 1.97 7,414.24
SBI MAGNUM TAXGAIN SCHEME 1993 - REGULAR PLAN- GROWTH Mar 31, 1993 Unrated 6.50 7.51 5.29 1.87 7,358

Fund Holdings as on 31-October-2019

  • Housing Development Finance Corporation

  • HDFC Bank Ltd

  • CCIL

  • Reliance Industries Ltd

  • ICICI Bank Ltd

  • Indiabulls NIFTY 50 Exchange Traded Fund

  • Larsen & Toubro Ltd

  • Maruti Suzuki India Ltd

  • HCL Technologies Ltd

  • Axis Bank Ltd

  • Ultratech Cement Ltd

  • Net Receivable/Payable

  • ITC Ltd

  • Kotak Mahindra Bank Ltd

  • Nestle India Ltd

  • Asian Paints Ltd

  • Tata Consultancy Services Ltd

  • Titan Company Ltd

  • SBI Life Insurance Company Ltd

  • Hindustan Unilever Ltd

  • Indiabulls Housing Finance Ltd

  • Bajaj Finance Ltd

  • ICICI Lombard General Insurance Company

  • RBL Bank 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

  • Procter & Gamble Hygiene and Health Care

  • Dr. Reddy's Laboratories Ltd

  • Aurobindo Pharma Ltd

  • JK CEMENT Ltd

  • Infosys Ltd

  • Bajaj Auto Ltd

  • Container Corporation of India Ltd

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  • Bank - Private

  • Miscellaneous

  • Refineries

  • IT - Software

  • Engineering - Construction

  • Insurance

  • Automobiles - Passenger Cars

  • Cement & Construction Materials

  • Cigarettes/Tobacco

  • Consumer Food

  • Paints

  • Household & Personal Products

  • Mining & Minerals

  • Diamond & Jewellery

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Finance - Housing

  • Finance - NBFC

  • 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 ₹86.08 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 ₹-0.07(-0.7%)yesterday to ₹9.94.

Among its top 3 holdings the fund has exposure to Housing Development Finance Corporation, HDFC Bank Ltd and CCIL

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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