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  • Indiabulls Value Fund of Income Distribution cum Capital Withdrawal (RIDCW-M)

Formerly Indiabulls Value Reg Mn DR

Indiabulls Value Fund of Income Distribution cum Capital Withdrawal (RIDCW-M)

Indiabulls Value Fund Of Income Distribution Cum Capital Withdrawal (Ridcw-m)

EquityDiversified

11.0632

NAV (May 11)

Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in diversified.

Click here to see our recommendations.

Diversified 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

14 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

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    Historical growth rate of 12% per annum
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Scheme Information

Investment Objective

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

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Very High Risk

2.3 %

Expense Ratio

Apr 20, 2017

Launched (4y ago)

₹ 14

AUM in Crores

INF666M01DF7

ISIN

No Lock-in

Lock-in

S&P BSE 500 India TR INR

Benchmark

₹ 0

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
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Karan Singh

Fund Manager

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Malay Shah

Fund Manager

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Rajeev Desai

Fund Manager

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Sumit Bhatnagar

Fund Manager

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Veekesh Gandhi

Fund Manager

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Vikrant Mehta

Fund Manager

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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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

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17 Years

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UTI Nifty Index Fund (G)

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HDFC Index Nifty 50 fund (G)

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Kotak Bluechip fund (G)

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About the AMC

Indiabulls Asset Management Company Ltd.

Indiabulls Asset Management Company Ltd. manages assets worth 649 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.

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  • tel-amc-about
    022-61891300
  • mail-amc-about
    customercare@indiabullsamc.com
  • Indiabulls Blue Chip Fund (G)

    Indiabulls Blue Chip Fund (G)

    Large Cap

    ₹ 112 Cr

    Fund Size

    6.6%

    3Y returns

    Indiabulls Liquid Fund (G)

    Indiabulls Liquid Fund (G)

    Liquid

    ₹ 115 Cr

    Fund Size

    5.4%

    3Y returns

    Indiabulls Short Term Fund (G)

    Indiabulls Short Term Fund (G)

    Short Term

    ₹ 26 Cr

    Fund Size

    5.7%

    3Y returns

    Indiabulls Liquid Fund Inc Dist cum Cap Wdrl (RIDCW-D)

    Indiabulls Liquid Fund Inc Dist cum Cap Wdrl (RIDCW-D)

    Liquid

    ₹ 115 Cr

    Fund Size

    4.2%

    3Y returns

    Indiabulls Liquid Fund Inc Dist cum Cap Wdrl (D-W)

    Indiabulls Liquid Fund Inc Dist cum Cap Wdrl (D-W)

    Liquid

    ₹ 115 Cr

    Fund Size

    4.1%

    3Y returns

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 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.

    Relative Size

    Relative Size

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

    Category View

    Category View

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

    Consistency Of Performance

    Consistency Of 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.

    Relative Size

    Relative 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 Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

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

    Equity Funds

    Debt Funds

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    About Indiabulls Value Fund of Income Distribution cum Capital Withdrawal (RIDCW-M)

    About Indiabulls Value Fund of Income Distribution cum Capital Withdrawal (RIDCW-M)

    Indiabulls Value Fund of Income Distribution cum Capital Withdrawal (RIDCW-M) is a diversified equity fund and has delivered an annualised return of 2.1% over a period of 4 years .The fund was previously known as Indiabulls Value Reg Mn DR.The fund is managed by Indiabulls Asset Management Company Ltd..The fund managers are Karan Singh, Malay Shah, Rajeev Desai, Sumit Bhatnagar, Veekesh Gandhi, Vikrant Mehta

    Indiabulls Value Fund of Income Distribution cum Capital Withdrawal (RIDCW-M) Investment Objective

    To generate returns through a combination of dividend income and capital appreciation by investing primarily in a well-diversified portfolio of value stocks. However, there is no assurance that the objective of the scheme will be realized.

    Indiabulls Value Fund of Income Distribution cum Capital Withdrawal (RIDCW-M) NAV,AUM,Risk

    The Indiabulls Value Fund of Income Distribution cum Capital Withdrawal (RIDCW-M) fund was launched on Apr 20, 2017. The NAV (Net Asset Value) of this diversified equity as of 2021-05-11 is ₹ 11.0632. The total AUM (Asset Under Management) of the fund as of 2021-05-12 is ₹ 13.979. The category risk of the Indiabulls Value Fund of Income Distribution cum Capital Withdrawal (RIDCW-M) fund is Very High Risk. The fund charges 2.3 % as expense ratio.

    Indiabulls Value Fund of Income Distribution cum Capital Withdrawal (RIDCW-M) Holdings

    The fund’s highest allocation is towards equity and has invested 97.9% in this asset class. The top three holdings of the fund are tata consumer products ltd,infosys ltd and icici bank ltd

    Indiabulls Value Fund of Income Distribution cum Capital Withdrawal (RIDCW-M) SIP

    The minimum SIP (Systematic Investment Plan) amount for this is ₹ 0 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 ₹ 5000.

    Indiabulls Value Fund of Income Distribution cum Capital Withdrawal (RIDCW-M) 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 Value Fund of Income Distribution cum Capital Withdrawal (RIDCW-M) Review

    Indiabulls Value Fund of Income Distribution cum Capital Withdrawal (RIDCW-M) 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 Value Fund of Income Distribution cum Capital Withdrawal (RIDCW-M) 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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