Indiabulls Mutual Fund launched new fund offer Indiabulls Tax Savings Fund, a open ended fund. The NFO Opens for subscription on 21 Sep 2017 & closes on 20 Dec. 2017. No entry load will be applicable for the scheme.
Key Scheme Feature [ws_table id=”905″]
Cheque Details : “Indiabulls Tax Savings Fund”
Who can Invest
- Advertisement -
This product is suitable for investors:
- Seeking long term capital appreciation
- With risk appetite of investing in Equities
- An ELSS scheme offering tax benefit under Section 80C o Income Tax Act
- Investors willing to take exposure in equity and equity related securities.
Investment Objective::
- capital appreciation over medium to long term
- investment in a diversified portfolio consisting of equity and equity related instrument across market capitalization
Portfolio Construct
- Which are strong or have strong “Brands”.
- Have robust business models
- Strong Management with a track record of managing well in complete business cycle
- Fund shall invest across market capitalization and sectors
- Portfolio construction shall be predominantly growth oriented, stock selection to be based on bottom up analysis
Investment Process
- Step 1 – Brand company is or has strong brands?
- Step 2 – In depth fundamental analysis – Growth prospects, earnings, Valuation etc.
- Step 3 – Qualitative Analysi – Management, corporate governance, business strategy
- Step 4 – Management meeting and Industry channels checks
- Step 5 – Investment committee approval
- Step 6 – Portfolio Allocation – Investment restrictions, position sizing, exposure, risk control
- Step 7 – Monitoring and Review
