Indiabulls Value Fund (IDCW)

Indiabulls Value Fund (IDCW)

Very HighEquityMulti Cap
Not Rated
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Scheme Details

-%

Expense Ratio

₹45 cr

Fund Size

₹500

Minimum Lumpsum

₹1,500

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
23.05%
12.65%
16.77%
10.53%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Indiabulls Value Fund (IDCW)
23.05%
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
24.72%
ICICI Bank
8.9%
Reliance Industr
6.14%
Infosys
5.92%
HDFC Bank
5.63%

Fund Manager

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