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Indiabulls Tax Savings Fund

Indiabulls Tax Savings Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

13.66

as on 24 Sep 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,686 today.

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NAV Performance

Indiabulls Tax Savings Fund performance graph for last 3 years
Performance of Indiabulls Tax Savings Fund for last 3 Years

Fund Information

  • ₹ 13.600

    as on 24 Sep 2021
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 53 Cr.

    as on 24 Sep 2021
  • 2.25%

    since 31 May 2021
  • 28 Dec 2017

  • Tax Saver - ELSS

  • S&P BSE 500 TRI

  • indiabulls mutual fund

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Highlights of this fund

Indiabulls Tax Savings Fund is an Open-ended Tax Saver Fund. The fund belongs to ELSS category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 28 Dec 2017. This fund is offered by one of the top AMC (Assets Management Company) indiabulls mutual fund. You can also view here all other Tax Saver funds offered by indiabulls mutual fund.

Latest NAV of the fund is ₹ 13.600 as on 24 Sep 2021.

This fund has 3 years of track record. Since 31 May 2021 expense ratio of this fund is 2.25%. Ideally you shoulds compare this fund with the benchmark S&P BSE 500 TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 500.

Fund Objective

to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related Securities.The scheme shall offer tax benefits under Section 80C of the Income Tax Act.

List of Fund Managers of Indiabulls Tax Savings Fund

  • About Karan Singh

    Picture of Karan SinghMr. Singh is B.A (Honours) in Economics, PGDBF & CFA - Level 1 Prior to joining IndiaBulls Mutual Fund he has worked with Taurus Corporate Advisory Services Ltd., DIOS Capital, Invesco Asset Management Company Ltd., Fidelity Investments and ICRA Ltd.
  • About Sumit Bhatnagar

    Picture of Sumit Bhatnagar

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 9.82% 17.42% 37.15% 95.94% 53.61% 32.84% 23.44% 20.45% 86.79% 77.00% 53.35% 33.30% 24.44%
Category Average 7.24% 12.62% 24.94% 68.23% 26.39% 18.42% 14.88% 16.37% 57.82% 44.98% 31.05% 20.25% 17.24%
Indiabulls Tax Savings Fund 6.67%₹ 10,666 11.11%₹ 11,111 19.93%₹ 11,992 52.81%₹ 15,280 44.75%₹ 14,741 18.02%₹ 13,934 33.62%₹ 32,922 13.66%₹ 14,686 23.26%₹ 50,529 - - - -
Mirae Asset Tax Saver Fund 6.95%₹ 10,695 11.90%₹ 11,189 25.15%₹ 12,515 73.09%₹ 17,308 59.99%₹ 15,615 31.86%₹ 17,399 50.53%₹ 37,794 23.80%₹ 18,984 36.24%₹ 60,123 20.87%₹ 25,820 25.23%₹ 1,12,027 - -
Canara Robeco Equity Tax Saver Fund 6.42%₹ 10,642 12.98%₹ 11,297 25.82%₹ 12,582 69.10%₹ 16,910 59.27%₹ 15,574 33.54%₹ 17,847 49.17%₹ 37,392 23.94%₹ 19,049 36.04%₹ 59,965 18.77%₹ 23,658 24.99%₹ 1,11,386 17.00%₹ 48,165 18.76%₹ 3,22,288
Axis Long Term Equity Fund 9.05%₹ 10,904 16.64%₹ 11,664 27.61%₹ 12,761 74.90%₹ 17,489 63.71%₹ 15,825 27.86%₹ 16,359 46.18%₹ 36,517 22.06%₹ 18,194 33.85%₹ 58,268 18.20%₹ 23,091 23.68%₹ 1,07,934 20.45%₹ 64,404 20.82%₹ 3,60,245
Quant Tax Plan 8.45%₹ 10,844 11.12%₹ 11,111 37.15%₹ 13,715 95.94%₹ 19,593 86.79%₹ 17,101 53.61%₹ 23,624 77.00%₹ 45,929 32.84%₹ 23,460 53.35%₹ 74,519 23.44%₹ 28,695 33.30%₹ 1,35,653 18.61%₹ 55,224 24.44%₹ 4,38,118
Invesco India Tax Plan 7.66%₹ 10,766 13.31%₹ 11,331 25.75%₹ 12,574 63.43%₹ 16,343 56.26%₹ 15,403 27.79%₹ 16,340 44.00%₹ 35,883 19.14%₹ 16,917 31.43%₹ 56,439 16.24%₹ 21,237 21.35%₹ 1,02,022 17.54%₹ 50,427 18.54%₹ 3,18,423

Portfolio Holdings

Portfolio holdings pattern of Indiabulls Tax Savings Fund as on 27 Sep 2021 are listed below:

  • Equity Holdings:

    85.33%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    14.67%

Top Sector Holdings of Indiabulls Tax Savings Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 19.91% ₹ 10.54 Cr.
Computers - software 11.92% ₹ 6.31 Cr.
Refineries/marketing 5.94% ₹ 3.15 Cr.
Cement 5.29% ₹ 2.80 Cr.
Insurance 4.28% ₹ 2.26 Cr.
Others 52.66% -

Top Stock Holdings of Indiabulls Tax Savings Fund

Name of StocksHolding PercentageHolding Values in Crore
Reliance Industries Ltd. 5.42% ₹ 2.87 Cr.
Infosys Ltd. 5.23% ₹ 2.77 Cr.
HDFC Bank Ltd. 4.81% ₹ 2.55 Cr.
ICICI Bank Ltd. 4.77% ₹ 2.52 Cr.
Larsen & Toubro Ltd. 4.18% ₹ 2.21 Cr.
Others 75.59% -

Other Holdings

Holding TypeHolding Percentage
MF Units 9.47%
TREPS 4.07%
Net Receivables 1.13%