• Mutual Funds
  • Indiabulls Mutual Fund
  • Indiabulls Value Fund of Income Distribution cum Capital Withdrawal (PIDCW-A)

Formerly Indiabulls Value Reg DP

Indiabulls Mutual Fund

Indiabulls Value Fund of Income Distribution cum Capital Withdrawal (PIDCW-A)

EquityDiversified

16.9445

NAV (Jan 24)

8.7%
5 Year 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

7 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

12 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

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
Build Long Term Wealth

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

No single fund can achieve what a plan can. Learn why

Historical NAV

16.9445

NAV (Jan 24)

Fund Returns

Last 1Y

25.1%

Last 3Y

14%

Last 5Y

8.7%

Last 10Y

NA

Since Inception

8.6%

6 Month CAGR

6.9%

info-icon-blue

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 (7y ago)

Sep 07, 2015

AUM in Crores

11.744

ISIN

INF666M01BI5

Lock-in

No Lock-in

Benchmark

Nifty 500 Value 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Karan Singh

Fund Manager

user-avatar

Sumit Bhatnagar

Fund Manager

calculator

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.

comparison

Comparison with Equity Funds

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

₹ 23,716 cr

5

₹ 5,282 cr

5

₹ 5,841 cr

5

₹ 4,433 cr

5

₹ 3,651 cr

5

amc-icon

About the AMC

Indiabulls Asset Management Company Ltd.

Indiabulls Asset Management Company Ltd. manages assets worth 609 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

  • tel-amc-about
    022-61891300
  • mail-amc-about
    customercare@indiabullsamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    12.7%

    11%

    4.4%

    7.2%

    4.4%

    6.8%

    12.7%

    11.1%

    3.5%

    5.4%

    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

    Indiabulls Value Fund of Income Distribution cum Capital Withdrawal (PIDCW-A) Review

    Indiabulls Value Fund of Income Distribution cum Capital Withdrawal (PIDCW-A) is a Diversified Equity fund and has delivered an annualised return of 8.6% over a period of 6 years. The fund was previously known as Indiabulls Value Reg DP. The fund is managed by Indiabulls Asset Management Company Ltd.. The fund managers are Karan Singh, Sumit Bhatnagar.

    Nav of Indiabulls Value Fund of Income Distribution cum Capital Withdrawal (PIDCW-A) as of 24/01/2022 is ₹16.94 with the total AUM as of 25/01/2022 is ₹11.744. With Scripbox you can compare and check the latest nav for all mutual funds in India. Indiabulls Value Fund of Income Distribution cum Capital Withdrawal (PIDCW-A) was launched on Sep 07, 2015. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Indiabulls Value Fund of Income Distribution cum Capital Withdrawal (PIDCW-A) is ₹1000 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 of Income Distribution cum Capital Withdrawal (PIDCW-A) 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 of Income Distribution cum Capital Withdrawal (PIDCW-A) is rated as a 2 fund in Equity and delivered 25.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Indiabulls Value Fund of Income Distribution cum Capital Withdrawal (PIDCW-A).

    Frequently Asked Questions

    What is Indiabulls Value Fund of Income Distribution cum Capital Withdrawal (PIDCW-A)?

    How to invest in Indiabulls Value Fund of Income Distribution cum Capital Withdrawal (PIDCW-A)?

    What is the minimum sip amount of Indiabulls Value Fund of Income Distribution cum Capital Withdrawal (PIDCW-A)?

    Is Indiabulls Value Fund of Income Distribution cum Capital Withdrawal (PIDCW-A) good to invest in?

    What is the expense ratio of the Indiabulls Value Fund of Income Distribution cum Capital Withdrawal (PIDCW-A)?