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Indiabulls Value Fund (Growth)

Formerly Indiabulls Value Discovery Reg Gr
Returns (1yr)
-9.22 %
Latest NAV
10.55

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  • Tenure
  • Returns %
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Total Investment
Wealth Gained
Total Corpus Created
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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 7th of July, 08:58 AM

To generate returns through a combination of dividend income and capital appreciation by investing primarily in a well-diversified portfolio of value stocks.

Fund Managers

  • profile-pic
    Karan Singh
    profile-pic
    Malay Shah
    profile-pic
    Rajeev Desai
    profile-pic
    Veekesh Gandhi
    profile-pic
    Vikrant Mehta
  • expense-ratio
    Expense Ratio
    2.3
    benchmark
    Benchmark
    S&P BSE 500 India TR INR
  • Aum image
    AUM
    ₹ 14.38 Crores
    ISIN
    ISIN
    INF666M01BH7
  • Category Risk:

    Moderately High risk

Holding Information

as on 7th of July, 08:58 AM

Top Holding

Ccil
11%
Indiabulls Nifty50 Etf
10%
Tata Consumer Products Ltd
10%
Indraprastha Gas Ltd
7%
Hdfc Bank Ltd
5%

Top Sectors

Financial Services
23%
Consumer Defensive
13%
Technology
11%
Utilities
8%
Energy
6%

Allocation

Equity
85%
Others
15%
Debt
0%

Investment Return Calculator

as on 7th of July, 08:58 AM
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Total Corpus
Gains
Annualized %
  • Savings Bank
  • Fixed Deposit
  • Gold
  • Property
  • PPF
  • EPF
  • Mutual Fund(Equity)

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. Past performance is not an indicator of future returns.

Transaction

as on 7th of July, 08:58 AM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

Indiabulls Value Fund Regular Growth is a Diversified Equity fund and has delivered an annualised return of 0.0% over a period of 5 years. The fund is managed by Indiabulls Asset Management Company Ltd.. The fund managers names are Karan Singh, Malay Shah, Rajeev Desai, Veekesh Gandhi, Vikrant Mehta. To generate returns through a combination of dividend income and capital appreciation by investing primarily in a well-diversified portfolio of value stocks. The fund charges 2.30000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.