Indiabulls Value Discovery Fund (G)

Scheme Information

2019-04-26

Inception Date Sep 7, 2015
Benchmark S&P BSE 500 - TRI
Objective The primary objective of the Scheme is to seek to generate capital appreciation by investing in a portfolio of Equity and Equity related securities of companies that meet the relative value criteria and fall within top 500 by market cap. A company is considered as showing high relative value if it has a combination of higher RoCE and higher earnings yield. 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.
Fund Manager Veekesh Gandhi
AUM (In Crores) 39.72
Allocation
Others: 53.4875%
Equity: 46.5125%
Exit Load 1% on or before 1 year
Minimum Investment Amount First Investment: 500
Expense Ratio 2.79

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