Indiabulls Asset Management Company Limited

Indiabulls Value Fund - Regular Plan - Growth Option

EquityValue Fund
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return-1.1%
  • 3 yr return11.7%
  • 5 yr return2.9%
  • Expense Ratio2.29%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees10.3
  • NAVRupees16.8

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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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.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • Indiabulls Mutual Fund 27.2
  • ICICI Bank Limited 6.9
  • HDFC Bank Limited 6.6
  • Reliance Industries Limited 6.5
  • Infosys Limited 5.4
  • State Bank of India 4.3
  • CCIL 4.3
  • Hero MotoCorp Limited 3.4
  • Housing Development Finance Corp Ltd 3.3
  • Container Corporation of India Limited 3.1
  • Larsen & Toubro Limited 3.1
  • Sectors %
  • Mutual Fund27.2
  • Banks22.6
  • Internet and Technology7.9
  • Petroleum Products6.5
  • Cash/Deposits/Margins/Treps/Repo/Swaps5.1

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