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    • Indiabulls Tax Savings Transfer of Income Distribution cum Capital Withdrawal fund (PIDCW-A)

    Formerly Indiabulls Tax Savings DS

    Indiabulls Mutual Fund

    Indiabulls Tax Savings Transfer of Income Distribution cum Capital Withdrawal fund (PIDCW-A)

    EquityTax Saving

    13.6

    NAV (Sep 23)

    8.6%
    Till Date CAGR
    Scripbox Opinion

    Neutral

    Scripbox recommends other funds for investment in tax saving.

    Click here to see our recommendations.

    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).

    Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    4 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

    Relative Size

    53 Cr. Negligible within the category

    Category View

    Superior. The category has a superior investment outlook

    Consistency Of Performance

    Poor. The historical performance of the fund has been poor

    Invest in this fund
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    Tax Saver Plan

    Tax Saver Plan

    Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      3 Years
    • graph-icon-gray
      Save Tax

    No single fund can achieve what a plan can. Learn why

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    Historical NAV

    13.6

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    49.3%
    Last 3Y
    13.1%
    Last 5Y
    NA
    Last 10Y
    NA
    Since Inception
    8.6%
    6 Month CAGR
    18.1%
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

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    Very High Risk

    Expense Ratio
    2.25
    Launched (4y ago)
    Dec 28, 2017
    AUM in Crores
    52.912
    ISIN
    Lock-in
    3
    Benchmark
    S&P BSE 500 India TR INR
    SIP Minimum
    0
    Lumpsum Min.
    500
    Fund Managers
    user-avatar

    Karan Singh

    Fund Manager

    user-avatar

    Sumit Bhatnagar

    Fund Manager

    calculator

    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.

    build-long-item-wealth-img

    Tax Saver Plan

    Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

    • Inflation beating returns
      Inflation beating returns
    • Save Tax
      Save Tax
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    Indiabulls Asset Management Company Ltd.

    Indiabulls Asset Management Company Ltd. manages assets worth 703 crores and was set up on 10 April 2008. It's current offering of mutual fund schemes includes 22 equity,72 debt and 23 hybrid funds.

    amc-img

  • tel-amc-about
    022-61891300
  • mail-amc-about
    customercare@indiabullsamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    12.7%

    11.8%

    4.9%

    7.3%

    5.4%

    7.1%

    11.5%

    9.4%

    %

    3.6%

    growth

    Tax Saver Plan

    Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      3 Years
    • graph-icon-gray
      Save Tax
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Mirae Asset Tax Saver Fund (Growth)

    Mirae Asset Tax Saver Fund (Growth)

    Equity

    Tax Saving

    Canara Robeco Equity Taxsaver fund (Growth)

    Canara Robeco Equity Taxsaver fund (Growth)

    Equity

    Tax Saving

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Indiabulls Tax Savings Transfer of Income Distribution cum Capital Withdrawal fund (PIDCW-A)

    About Indiabulls Tax Savings Transfer of Income Distribution cum Capital Withdrawal fund (PIDCW-A)

    Indiabulls Tax Savings Transfer of Income Distribution cum Capital Withdrawal fund (PIDCW-A) is a Tax Saving Equity fund and has delivered an annualised return of 8.6% over a period of 3 years. The fund was previously known as Indiabulls Tax Savings DS . The fund is managed by Indiabulls Asset Management Company Ltd.. The fund managers are Karan Singh, Sumit Bhatnagar

    Indiabulls Tax Savings Transfer of Income Distribution cum Capital Withdrawal fund (PIDCW-A) 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. . However, there is no assurance that the objective of the scheme will be realized.

    Indiabulls Tax Savings Transfer of Income Distribution cum Capital Withdrawal fund (PIDCW-A) NAV,AUM,Risk

    The Indiabulls Tax Savings Transfer of Income Distribution cum Capital Withdrawal fund (PIDCW-A) fund was launched on Dec 28, 2017. The NAV (Net Asset Value) of this Tax Saving Equity fund as of 2021-09-23 is ₹13.60. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹52.912. The category risk of the Indiabulls Tax Savings Transfer of Income Distribution cum Capital Withdrawal fund (PIDCW-A) fund is Very High Risk. The fund charges 2.25 % as expense ratio.

    Indiabulls Tax Savings Transfer of Income Distribution cum Capital Withdrawal fund (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 96.8% in this asset class. The top three holdings of the fund are , indiabulls nifty50 etf , reliance industries ltd , infosys ltd , icici bank ltd , hdfc bank ltd , larsen & toubro ltd , bank of india , hcl technologies ltd , ccil , state bank of india , tata consultancy services ltd , ultratech cement ltd , hindustan unilever ltd , itc ltd , oracle financial services software ltd , tata steel ltd , kotak mahindra bank ltd , bharti airtel ltd , sbi life insurance company limited , icici lombard general insurance co ltd , birla corp ltd , bajaj finance ltd , yes bank ltd , tata motors ltd , axis bank ltd , titan co ltd , nestle india ltd , jk cement ltd , escorts ltd , indiabulls housing finance ltd , divi's laboratories ltd , dr reddy's laboratories ltd , maruti suzuki india ltd , multi commodity exchange of india ltd , creditaccess grameen ltd ordinary shares , epl ltd ordinary shares , avenue supermarts ltd , reliance industries ltd - pp shares , net receivable/payable , gujarat gas ltd , ambuja cements ltd , srf ltd

    Indiabulls Tax Savings Transfer of Income Distribution cum Capital Withdrawal fund (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 500.

    Indiabulls Tax Savings Transfer of Income Distribution cum Capital Withdrawal fund (PIDCW-A) Investment volatility and Horizon

    This fund 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 Transfer of Income Distribution cum Capital Withdrawal fund (PIDCW-A) Review

    Indiabulls Tax Savings Transfer of Income Distribution cum Capital Withdrawal fund (PIDCW-A) has a score of 2 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, Indiabulls Tax Savings Transfer of Income Distribution cum Capital Withdrawal fund (PIDCW-A) has a score of 1 out of 5 Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

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