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Indiabulls Tax Savings Fund - Regular Plan Unrated

Value Research
-0.53%
Change from previous, NAV as on Jul 22, 2019
Category: Equity: ELSS
Assets: R 83 crore (As on Jun 30, 2019)
Expense: 2.48% (As on Jun 30, 2019)
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Basic Details
Fund House: Indiabulls Mutual Fund
Launch Date: Dec 28, 2017
Benchmark: S&P BSE 500 TRI
Riskometer: Moderately High
Risk Grade: -
Return Grade: -
Turnover: 51%
Type: Open-ended
Investment Details
Return since Launch: -3.88%
Minimum Investment (R) 500
Minimum Addl Investment (R) 500
Minimum SIP Investment (R) 500
Minimum No of Cheques 12
Minimum Withdrawal (R) 500
Minimum Balance (R) 500
Exit Load (%) 0
Performance
  YTD 1-Month 3-Month 1-Year 3-Year 5-Year 10-Year
Fund 0.86 -3.39 -1.88 -0.53 - - -
S&P BSE 500 TRI 1.43 -3.31 -3.25 0.57 - - -
Category 0.58 -3.53 -2.81 -0.57 - - -
Rank within Category 16 15 10 18 - - -
Number of funds in category 35 36 36 35 - - -
As on Jul 22, 2019
Peer Comparison
Fund Rating Launch 1-Year Ret 3-Year Ret 5-Year Ret Expense Ratio (%) Assets
(Cr)
Indiabulls Tax Savings Fund - Regular Plan Unrated Dec-2017 -0.53 - - 2.48 83
Axis Long Term Equity Fund Dec-2009 -1.16 10.67 12.91 1.81 19,718
IDFC Tax Advantage (ELSS) Fund - Regular Plan Dec-2008 -2.33 9.83 11.00 2.04 2,060
Mirae Asset Tax Saver Fund - Regular Plan Dec-2015 8.15 15.84 - 2.19 2,202
Motilal Oswal Long Term Equity Fund - Regular Plan Jan-2015 -8.48 10.43 - 2.21 1,410
Portfolio
Portfolio Aggregates
  Fund Benchmark Category
Average Mkt Cap (Rs Cr) 178,837.38 255,475.10 85,200.01
Giant (%) 74.90 59.64 50.85
Large (%) 13.58 18.51 15.43
Mid (%) 11.49 16.67 24.97
Small (%) 0.04 5.19 8.94
Tiny (%) - 0.00 0.23
  Value Research Fund Style
 
Top Holdings
  Company Sector PE 3Y High 3Y Low % Assets
  HDFC Bank Financial 28.05 9.42 4.48 9.35
  Reliance Industries Energy 20.25 8.79 4.80 7.62
  Maruti Suzuki India Automobile 23.28 5.45 2.97 5.12
  Larsen & Toubro Construction 22.15 5.08 3.49 4.82
  Kotak Mahindra Bank Financial 37.29 5.13 2.50 4.78
  Mahindra & Mahindra Automobile 13.14 6.45 2.19 4.05
  State Bank of India Financial 134.76 3.15 0.00 3.15
  HCL Technologies Technology 13.64 3.76 1.92 3.13
  Voltas Cons Durable 38.31 3.13 1.82 3.01
  Nestle India FMCG 66.83 3.54 1.04 2.95
   Indicates an increase or decrease or no change in holding since last portfolio
 Indicates a new holding since last portfolio
As on Jun 30, 2019
News and Analysis
Contact Information

AMC: Indiabulls Asset Management Company Ltd.

Address: Indiabulls Finance Centre - 11th Floor, Elphinstone Mills, Senapati Bapat Marg, Elphinstone (W), Mumbai - 400013 | Phone: 022- 6189 1300, 1800 2666 002

Email: [email protected]

Website: www.indiabullsamc.com



Registrar & Transfer Agent: Karvy Fintech Pvt Ltd.

Address: Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills, Hyderabad - 500034 | Phone: 040-23312454

Email: [email protected]

Website: www.karvymfs.com

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Related Funds 1-Year
Return
Mirae Asset Tax Saver Fund - Regular Plan
8.15%
Tata India Tax Savings Fund
6.21%
Kotak Tax Saver Regular Plan
5.97%
DSP Tax Saver Fund
4.51%
Quant Tax Plan
3.02%
JM Tax Gain Fund
-0.90%
Axis Long Term Equity Fund
-1.16%
IDFC Tax Advantage (ELSS) Fund - Regular Plan
-2.33%
Invesco India Tax Plan
-3.13%
Motilal Oswal Long Term Equity Fund - Regular Plan
-8.48%
As on Jul 22, 2019