• Mutual Funds
  • Indiabulls Mutual Fund
  • Indiabulls Tax Savings fund (Growth)
Indiabulls Mutual Fund

Indiabulls Tax Savings fund (Growth)

EquityTax Saving

14.14

NAV (Nov 30)

NA
Scripbox Opinion
Not Recommended
Click here for top ranked funds in tax saving mutual funds.

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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

Invest in this fund

Scripbox Recommended Tax Saving Fund

Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

14.14

NAV (Nov 30)

Fund Returns

Last 1Y

6.8%

Last 3Y

11.8%

Last 5Y

NA

Last 10Y

NA

Since Inception

7.1%

6 Month CAGR

12.2%

Scheme Information

Investment Objective

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 (5y ago)

Dec 28, 2017

AUM in Crores

41.272

ISIN

INF666M01DN1

Lock-in

3

Benchmark

S&P BSE 500 India TR INR

SIP Minimum

500

Lumpsum Min.

500

Standard Deviation (3yr)

20.1

Standard Deviation (5yr)

0

Beta (3yr)

0.88

Beta (5yr)

0

Sharpe Ratio (3yr)

0.431

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Sumit Bhatnagar

Fund Manager

Karan Singh

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2022-11-30

Top Stock Holdings

indiabulls nifty50 etf

14.7%
14.7%

hdfc bank ltd

7.8%
7.8%

reliance industries ltd

7.2%
7.2%

icici bank ltd

7.1%
7.1%

infosys ltd

5.4%
5.4%
See all holdings

Allocation by Sector

financial services

32.2%
32.2%

technology

9.4%
9.4%

consumer cyclical

9%
9%

industrials

8.3%
8.3%

energy

7.2%
7.2%
See all sectors

Compare Indiabulls Tax Savings fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Indiabulls Asset Management Company Ltd.

Indiabulls Asset Management Company Ltd. manages assets worth 637 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.

amc-img

  • 022-61891300
  • customercare@indiabullsamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    11.4%

    11%

    2.6%

    5.1%

    3.8%

    7%

    15.1%

    8.4%

    11.8%

    7.1%

    Indiabulls Tax Savings fund (G) Review

    Indiabulls Tax Savings fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 7.1% over a period of 4 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 11/30/2022 is ₹14.14 with the total AUM as of 12/1/2022 is ₹41.272. 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 6.8% 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)?

    Indiabulls Tax Savings fund (G) is a Tax Saving Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    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.