Indiabulls Value Fund (IDCW-H)

Indiabulls Value Fund (IDCW-H)

Very HighEquityMulti Cap
Not Rated
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Scheme Details

-%

Expense Ratio

₹17 cr

Fund Size

₹500

Minimum Lumpsum

₹1,500

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
42.56%
19.69%
15.27%
9.91%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Indiabulls Value Fund (IDCW-H)
42.56%
A
Aditya Birla SL PSU Equity Fund - Direct (G)
97.74%
S
SBI PSU Fund - Direct (G)
96.47%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
I
ICICI Pru BHARAT 22 FOF - Direct (G)
70.49%

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