Rating : ★ ★ ☆ ☆ ☆

Indiabulls Value Fund Direct Growth

Equity

  

Value Fund

NAV

12.5779-0.151

(as on 28 Oct, 2020)

RETURNS

-3.57 %

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.

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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.

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Overview of Indiabulls Asset Management Company Ltd

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