• Mutual Funds
  • Indiabulls Mutual Fund
  • Indiabulls Value Fund (RIDCW-M)

Formerly Indiabulls Value Reg Mn DR

Indiabulls Mutual Fund

Indiabulls Value Fund (RIDCW-M)

EquityValue

13.4606

NAV (Aug 16)

6.2%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in value mutual funds.

However, Scripbox does not recommend investing in value mutual funds.

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 ->

Fund Size

₹ 11 Cr

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

View all 7 analysis

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Invest in this fund

Scripbox Recommended Value Funds

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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

13.4606

NAV (Aug 16)

Fund Returns

Last 1Y

6.2%

Last 3Y

16.9%

Last 5Y

6.2%

Last 10Y

NA

Since Inception

5.4%

6 Month CAGR

2%

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.

Expense Ratio

2.3

Launched (5y ago)

Apr 20, 2017

AUM in Crores

10.563

ISIN

INF666M01DF7

Lock-in

No Lock-in

Benchmark

Nifty 500 Value 50 TR INR

SIP Minimum

0

Lumpsum Min.

5000

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 2022-08-16

Top Stock Holdings

indiabulls nifty50 etf

25.1%
25.1%

icici bank ltd

8.5%
8.5%

reliance industries ltd

6.3%
6.3%

hdfc bank ltd

5.8%
5.8%

infosys ltd

5.5%
5.5%
See all holdings

Allocation by Sector

financial services

30.6%
30.6%

technology

10.9%
10.9%

industrials

7.6%
7.6%

energy

6.3%
6.3%

consumer cyclical

5.5%
5.5%
See all sectors

Comparison with Equity Funds

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

₹ 4,507 cr

₹ 14,233 cr

₹ 14,233 cr

₹ 4,507 cr

₹ 4,507 cr

About the AMC

Indiabulls Asset Management Company Ltd.

Indiabulls Asset Management Company Ltd. manages assets worth 680 crores and was set up on 10 April 2008. It's current offering of mutual fund schemes includes 22 equity,76 debt and 23 hybrid funds.

amc-img

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

    3%

    6.4%

    2.5%

    3.4%

    -

    0.1%

    3%

    4.9%

    3%

    4.9%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Indiabulls Value Fund (RIDCW-M) Review

    Indiabulls Value Fund (RIDCW-M) is a Value Equity fund and has delivered an annualised return of 5.4% over a period of 5 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, Sumit Bhatnagar.

    Nav of Indiabulls Value Fund (RIDCW-M) as of 8/16/2022 is ₹13.46 with the total AUM as of 8/17/2022 is ₹10.563. With Scripbox you can compare and check the latest nav for all mutual funds in India. Indiabulls Value Fund (RIDCW-M) was launched on Apr 20, 2017. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Indiabulls Value Fund (RIDCW-M) 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. Check your estimated returns on mutual funds by using sip calculator.

    Indiabulls Value Fund (RIDCW-M) 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 Nifty 500 Value 50 TR INR.

    Indiabulls Value Fund (RIDCW-M) is rated as a 1 fund in Equity and delivered 6.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Indiabulls Value Fund (RIDCW-M).

    Frequently Asked Questions

    What is Indiabulls Value Fund (RIDCW-M)?

    Indiabulls Value Fund (RIDCW-M) is a Value Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Indiabulls Value Fund (RIDCW-M)?

    You can invest in Indiabulls Value Fund (RIDCW-M) 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 Value Fund (RIDCW-M)?

    The minimum sip amount for Indiabulls Value Fund (RIDCW-M) is ₹0. You can invest in multiples of ₹5000.

    Is Indiabulls Value Fund (RIDCW-M) good to invest in?

    As per Scripbox experts, Indiabulls Value Fund (RIDCW-M) is a Not Recommended fund. You can investIndiabulls Value Fund (RIDCW-M) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Indiabulls Value Fund (RIDCW-M)?

    The expense ratio of the Indiabulls Value Fund (RIDCW-M) is 2.3% for regular plan.