Rating : ★ ★ ☆ ☆ ☆
Indiabulls Value Fund Direct Growth
Value Fund
Fund Type
Open Ended
Investment Plan
Growth
Investment Plan
1%
Benchmark
S&P BSE 500 India TR INR
Asset Size
15.54 Cr.
(As of 30 Sep, 2020)
Risk
Moderately High
Objective
To generate returns through a combination of dividend income and capital appreciation by investing primarily in a well-diversified portfolio of value stocks.
Fund manager
Sumit Bhatnagar
Exit load
1 %
(If redeemed within 365 days)Minimum sip
₹500
Minimum investment
₹500
Top Holdings
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Company
Assets
Indiabulls Nifty50 ETF
11.10%
Tata Consumer Products Ltd
8.44%
HDFC Bank Ltd
5.53%
Tata Consultancy Services Ltd
5.49%
Sector Allocation
About the Scheme Type
To put it in simple terms, Value Funds are those which are eitherpriced at a discount to their inherent pricing or their current pricing do not reflect their true worth. Lower price ensures that risk is lessened to some extent while at the same time increases the return potential as well. Given that majority of funds are geared for growth, there are far lesser value funds available today. However, investors should realise that value funds can underperform during bull runs and as such, having a long-term strategy while investing in Value funds is ideal.
Ratings
This fund is rated 2 stars by Morning Star Ratings.