Indiabulls Value Discovery Fund - Direct Plan - Growth Option

Indiabulls Value Discovery Fund - Direct Plan - Growth Option of Indiabulls Mutual Fund has asset class type as Mid-Small Cap. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.79

Age

NA Years

Fund Manager

Sumit Bhatnagar

AuM (Rs Crores)

43.2085

Asset Class

Mid-Small Cap

Net Asset Value:

12.5216

Rating

2

Exit Load

0.01

Benchmark

S&P BSE 500 TRI

Fund Type

Mid & Small cap

SEBI Category

Value Fund

Turnover Ratio(Monthly)

1.1 Times

Fund Manager Details:

Sumit Bhatnagar MBA (Investment Management) from the University of Toronto, Canada and is also a CFA (USA). He has over 14 Years of experience in Banking & Capital Markets. He worked with SEBI for five years in Investment Management Department, handing critical policy matters pertaining to mutual funds and contributed extensively in various high powered committees of SEBI.

Objective:

To generate capital appreciation by investing in a portfolio of Equity and Equity related securities of companies that meet the relative value criteria and fall within top 5 by market cap. A company is considered as showing high relative value if it has a combination of higher RoCE and higher earnings yield.

Top Holdings:

  • Gas Distribution (9.2)
  • IT - Software (8.54)
  • Agro Chemicals (7.22)
  • Chemicals (6.95)
  • Steel (6.24)
  • Auto Ancillaries (5.7)
  • Plantation & Plantation Products (5.24)
  • Cables (4.52)
  • Pharmaceuticals (4.3)
  • Capital Goods - Electrical Equipment (4.26)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition