Indiabulls Value Fund
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 12.8% | 26.1% | 7.9% | 9.6% | ||||
| Category Average | 16.6% | 28.4% | 13.5% | - |
Scheme Allocation
Advance Ratio
Exit Load
| Exit Load | 1.00% - If redeemed/switched out within 1 year from the date of allotment. Nil - If redeemed/switched out after 1 year from the date of allotment. |
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Fund 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 Managers
Anupam Tiwari - Funds and Content Listing - Fund Manager
With 14 years of work experience, Mr Anupam Tiwari handles Funds and Content Listing at Axis Mutual Fund. His current designation is Fund Manager of Equity, Axis Asset Management Ltd. He joined Axis AMC in October 2016. Before joining Axis AMC, he worked with Principal PNB Mutual Fund and Reliance Life Insurance Company Limited as Equity Fund Manager and Reliance Capital Asset Management Company Limited as Senior Equity Analyst. Mr Tiwari is a Chartered Accountant (Financial Management, Accounting, Auditing, Taxation) from The Institute of Chartered Accountants of India. His areas of expertise include equities, portfolio management, valuation, etc.
Mr Anupam Tiwari manages four (4) schemes at Axis Mutual Fund, including Axis Small Cap Fund and Axis Equity Saver Fund.
Risk-O-Meter
Peer Comparison
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- Equity .
- Value .
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- 5,430
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21.8%Fund Size - 5,430
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46.9%Fund Size - 5,430
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13.4%Fund Size - 5,430
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- Equity .
- Value .
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- 954
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24.5%Fund Size - 954
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41.9%Fund Size - 954
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13.6%Fund Size - 954
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- Equity .
- Value .
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- 4,832
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18.8%Fund Size - 4,832
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34.1%Fund Size - 4,832
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13.4%Fund Size - 4,832
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- Equity .
- Value .
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- 8,087
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23%Fund Size - 8,087
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34%Fund Size - 8,087
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12.9%Fund Size - 8,087
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- Equity .
- Value .
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- 28,470
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18.5%Fund Size - 28,470
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33.8%Fund Size - 28,470
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15.9%Fund Size - 28,470
AMC Contact Details
Frequently Asked Questions
How to invest in Indiabulls Value Fund ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Indiabulls Value Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Indiabulls Value Fund ?
How to redeem Indiabulls Value Fund holding ?
What is the minimum sip amount of Indiabulls Value Fund?
What are the top sectors Indiabulls Value Fund has invested in??
- Reliance Industr - 7.31%
- ICICI Bank - 7.03%
- HDFC Bank - 6.67%
- St Bk of India - 4.69%
- Axis Bank - 4.39%
How much returns have Indiabulls Value Fund generated ?
What is the expense ratio of Indiabulls Value Fund ?
What is the AUM of Indiabulls Value Fund?
What are the top stock holdings of Indiabulls Value Fund?
- Reliance Industr - 7.31%
- ICICI Bank - 7.03%
- HDFC Bank - 6.67%
- St Bk of India - 4.69%
- Axis Bank - 4.39%