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Indiabulls Tax Savings Fund

Indiabulls Tax Savings Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

8.95

as on 10 Jun 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 12,943 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

  • ₹ 12.270

    as on 10 Jun 2021
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 79 Cr.

    as on 10 Jun 2021
  • 2.25%

    since 31 Dec 2020
  • 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 ₹ 12.270 as on 10 Jun 2021.

This fund has 3 years of track record. Since 31 Dec 2020 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 Rajeev Desai

    Picture of Rajeev  Desai

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately 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 8.44% 22.18% 44.03% 122.19% 41.42% 28.15% 23.06% 18.12% 110.33% 70.88% 47.34% 29.86% 22.59%
Category Average 6.41% 6.97% 21.79% 61.25% 17.91% 12.73% 14.62% 13.94% 56.36% 34.64% 23.63% 16.31% 15.52%
Indiabulls Tax Savings Fund 7.26%₹ 10,725 4.43%₹ 10,442 12.16%₹ 11,215 46.60%₹ 14,659 39.90%₹ 14,448 11.48%₹ 12,431 24.49%₹ 30,382 8.95%₹ 12,943 16.88%₹ 46,202 - - - -
Quant Tax Plan 4.71%₹ 10,471 22.18%₹ 12,217 44.03%₹ 14,403 122.19%₹ 22,218 110.33%₹ 18,339 41.42%₹ 20,057 70.88%₹ 43,955 28.15%₹ 21,072 47.34%₹ 69,172 23.06%₹ 28,242 29.86%₹ 1,25,053 15.24%₹ 41,357 22.59%₹ 3,96,192
Canara Robeco Equity Tax Saver Fund 6.32%₹ 10,632 6.62%₹ 10,661 23.56%₹ 12,356 66.72%₹ 16,671 58.37%₹ 15,511 23.39%₹ 15,233 39.84%₹ 34,656 19.56%₹ 17,115 29.07%₹ 54,654 18.02%₹ 22,906 21.17%₹ 1,01,555 14.85%₹ 39,961 16.96%₹ 2,92,416
Mirae Asset Tax Saver Fund 6.24%₹ 10,623 7.05%₹ 10,704 23.79%₹ 12,378 71.79%₹ 17,179 63.21%₹ 15,784 24.19%₹ 15,432 41.70%₹ 35,188 19.40%₹ 17,047 29.93%₹ 55,292 21.39%₹ 26,374 22.11%₹ 1,03,872 - -
DSP Tax Saver Fund 6.67%₹ 10,666 10.23%₹ 11,022 27.19%₹ 12,719 67.63%₹ 16,763 67.37%₹ 16,016 22.05%₹ 14,904 39.87%₹ 34,664 17.00%₹ 16,035 28.22%₹ 54,037 16.91%₹ 21,852 19.06%₹ 96,470 15.95%₹ 43,984 17.85%₹ 3,06,806
BOI AXA Tax Advantage Fund 7.28%₹ 10,728 10.53%₹ 11,053 26.21%₹ 12,621 73.88%₹ 17,387 67.08%₹ 16,000 30.81%₹ 17,124 46.00%₹ 36,429 16.79%₹ 15,951 32.97%₹ 57,561 19.07%₹ 23,944 22.19%₹ 1,04,071 14.99%₹ 40,449 17.82%₹ 3,06,290

Portfolio Holdings

Portfolio holdings pattern of Indiabulls Tax Savings Fund as on 13 Jun 2021 are listed below:

  • Equity Holdings:

    90.33%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    9.67%

Top Sector Holdings of Indiabulls Tax Savings Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 19.91% ₹ 10.81 Cr.
Computers - software 14.08% ₹ 7.64 Cr.
Refineries/marketing 7.43% ₹ 4.03 Cr.
Pharmaceuticals 5.50% ₹ 2.99 Cr.
Nbfc 3.91% ₹ 2.28 Cr.
Others 49.17% -

Top Stock Holdings of Indiabulls Tax Savings Fund

Name of StocksHolding PercentageHolding Values in Crore
Reliance Industries Ltd. 7.06% ₹ 3.83 Cr.
HDFC Bank Ltd. 5.51% ₹ 2.99 Cr.
Tata Consultancy Services Ltd. 5.24% ₹ 2.84 Cr.
Infosys Ltd. 5.04% ₹ 2.74 Cr.
Larsen & Toubro Ltd. 3.92% ₹ 2.13 Cr.
Others 73.23% -

Other Holdings

Holding TypeHolding Percentage
MF Units 8.87%
TREPS 1.01%
Net Receivables -0.21%