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

Formerly Indiabulls Value Reg Mn DR

Indiabulls Mutual Fund

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

EquityDiversified

13.832

NAV (Oct 26)

7%
Till Date CAGR
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

Consistently poor. The historical performance of the fund has been consistently poor

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    Historical growth rate of 12% per annum
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    No Lock-in
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Historical NAV

13.832

NAV (Oct 26)

Fund Returns

Last 1Y
56.6%
Last 3Y
16.1%
Last 5Y
NA
Last 10Y
NA
Since Inception
7%
6 Month CAGR
26.6%
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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

Expense Ratio
2.3
Launched (4y ago)
Apr 20, 2017
AUM in Crores
13.459
ISIN
INF666M01DF7
Lock-in
No Lock-in
Benchmark
S&P BSE 500 India TR INR
SIP Minimum
0
Lumpsum Min.
5000
Fund Managers
user-avatar

Karan Singh

Fund Manager

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Sumit Bhatnagar

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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
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    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

Indiabulls Asset Management Company Ltd.

Indiabulls Asset Management Company Ltd. manages assets worth 743 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
  • Fund NameScripbox Opinion
    Till Date CAGR

    18.4%

    12.2%

    4.8%

    7.3%

    16.1%

    9.9%

    5.2%

    7%

    %

    3.5%

    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
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    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

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers are millionaires
    We thrive on trust.

    We match your objectives to the right portfolio. World-class wealth management using science, data and technology, leveraged by our experience, and human touch. Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    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 7% 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, Sumit Bhatnagar

    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 fund as of 2021-10-26 is ₹13.83. The total AUM (Asset Under Management) of the fund as of 27/10/2021 is ₹13.459. 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 97.8% in this asset class. The top three holdings of the fund are , indiabulls nifty50 etf , hdfc bank ltd , icici bank ltd , infosys ltd , reliance industries ltd , larsen & toubro ltd , state bank of india , bank of india , kotak mahindra bank ltd , tata consultancy services ltd , itc ltd , oracle financial services software ltd , indraprastha gas ltd , birla corp ltd , tata consumer products ltd , axis bank ltd , larsen & toubro infotech ltd , tata steel ltd , ambuja cements ltd , sun pharmaceuticals industries ltd , titan co ltd , avenue supermarts ltd , hindalco industries ltd , ultratech cement ltd , icici lombard general insurance co ltd , bajaj finance ltd , ccil , net receivable/payable , dabur india ltd , hcl technologies ltd , container corporation of india ltd , divi's laboratories ltd , gujarat gas ltd , tata motors ltd , reliance industries ltd ordinary shares (partly paid rs.5) , pi industries ltd , navin fluorine international ltd

    Indiabulls Value Fund of Income Distribution cum Capital Withdrawal (RIDCW-M) 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 ₹ 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 3 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 3 out of 5 based on consistency of performance over various years / tenures.

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