- Mutual Funds
- Indiabulls Mutual Fund
- Indiabulls Tax Savings fund (Growth)
Indiabulls Tax Savings fund (Growth)
₹ 12.72
NAV (Mar 28)
Tax saving funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 12.72
NAV (Mar 28)
Fund Returns
Last 1Y | -0.7% |
Last 3Y | 20% |
Last 5Y | 5.6% |
Last 10Y | NA |
Since Inception | 4.7% |
6 Month CAGR | -2.3% |
Scheme Information
The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equityrelated Securities. The scheme shall offer tax benefits under Section 80C of the Income Tax Act. However,there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.
Expense Ratio | 2.25 |
Launched (6y ago) | Dec 28, 2017 |
AUM in Crores | 35.722 |
ISIN | INF666M01DN1 |
Lock-in | 3 |
Benchmark | S&P BSE 500 India TR INR |
SIP Minimum | 500 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | 20.2 |
Standard Deviation (5yr) | 18 |
Beta (3yr) | 0.88 |
Beta (5yr) | 0.9 |
Sharpe Ratio (3yr) | 0.406 |
Sharpe Ratio (5yr) | 0.094 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Indiabulls Tax Savings fund (Growth) | 838,183 | 105,571 | 5.6% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
indiabulls nifty50 etf
16%ccil
8.5%hdfc bank ltd
8.4%reliance industries ltd
7.7%icici bank ltd
7.2%Allocation by Sector
financial services
29.2%consumer cyclical
7.7%energy
7.7%consumer defensive
6.8%technology
6.8%Compare Indiabulls Tax Savings fund (Growth)
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 4,641 cr | ||
₹ 10,129 cr | ||
₹ 15,261 cr | ||
₹ 10,129 cr | ||
₹ 15,261 cr |
About the AMC
Indiabulls Asset Management Company Ltd.
Indiabulls Asset Management Company Ltd. manages assets worth 584 crores and was set up on 10 April 2008. It's current offering of mutual fund schemes includes 22 equity,85 debt and 14 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
18.6% | % | ||
18.5% | 9.2% | ||
18.5% | 9.2% | ||
20.9% | 10.7% | ||
18.5% | 9.2% |
Indiabulls Tax Savings fund (G) Review
Indiabulls Tax Savings fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 4.7% over a period of 5 years. The fund is managed by Indiabulls Asset Management Company Ltd.. The fund managers are Karan Singh, Sumit Bhatnagar.
Nav of Indiabulls Tax Savings fund (G) as of 3/28/2023 is ₹12.72 with the total AUM as of 3/29/2023 is ₹35.722. With Scripbox you can compare and check the latest nav for all mutual funds in India. Indiabulls Tax Savings fund (G) was launched on Dec 28, 2017. The category risk of the fund is Very High Risk.
The minimum SIP amount for Indiabulls Tax Savings fund (G) is ₹500 and you can increase this in multiples of ₹500. In case you want to invest a lump sum, the minimum amount to be invested is ₹500. Check your estimated returns on mutual funds by using sip calculator.
Indiabulls Tax Savings fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500 India TR INR.
Indiabulls Tax Savings fund (G) is rated as a 1 fund in Equity and delivered -0.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Indiabulls Tax Savings fund (G).
Frequently Asked Questions
What is Indiabulls Tax Savings fund (G)?
How to invest in Indiabulls Tax Savings fund (G)?
You can invest in Indiabulls Tax Savings fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Indiabulls Tax Savings fund (G)?
The minimum sip amount for Indiabulls Tax Savings fund (G) is ₹500. You can invest in multiples of ₹500.
Is Indiabulls Tax Savings fund (G) good to invest in?
As per Scripbox experts, Indiabulls Tax Savings fund (G) is a Not Recommended fund. You can investIndiabulls Tax Savings fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Indiabulls Tax Savings fund (G)?
The expense ratio of the Indiabulls Tax Savings fund (G) is 2.25% for regular plan.