Indiabulls Tax Savings Fund - Direct (IDCW)

Indiabulls Tax Savings Fund - Direct (IDCW)

Very HighEquityTax Saving
Not Rated
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Scheme Details

-%

Expense Ratio

₹49 cr

Fund Size

₹500

Minimum Lumpsum

₹500

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
28.85%
14.5%
16.82%
12.05%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Indiabulls Tax Savings Fund - Direct (IDCW)
28.85%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
13.03%
S
Sundaram Emerging Small Cap Series V - Dir (G)
8.3%

Holdings

Holdings
Sector Wise
IndiabullsMF
13.59%
Reliance Industr
7.95%
HDFC Bank
6.79%
ICICI Bank
6.36%
Infosys
5.68%

Fund Manager

V
Vikrant Mehta
V
Vikrant Mehta
S
Sumit Bhatnagar
M
Malay Shah
K
Karan Singh
V
Veekesh Gandhi
R
Rajeev Desai