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Puneinvest > Blog > New Fund Offer > New Fund Offer – Indiabulls Tax Savings Fund
New Fund Offer

New Fund Offer – Indiabulls Tax Savings Fund

Last updated: 2023/02/04 at 5:38 PM
Rajendra Todkar Published November 4, 2017
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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

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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

 

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