Indiabulls Tax Savings Fund-Reg(G)

9.32 0.05 (0.54%) NAV as on 11-Aug-20
Fund Class:Equity - ELSS

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return18.73-8.000.76NANA-2.65
Category Avg20.97-7.563.472.62NA12.59
Category Best10.297.004.5719.8818.4924.63
Category Worst0.82-6.06-25.916.447.59-16.80
SENSEX21.69-6.822.207.166.63-
NIFTY22.55-6.491.925.256.00-

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
202014.96NANA-26.61
20192.29-1.324.123.22
2018-3.00-2.451.97-3.78

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20198.4831728.98
2018-7.173775-1.81
20170.4686837.6

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
SBI Tax Advantage Fund-III-Reg(G)30.7628-Mar-1426.8513.9712.2819.26
SBI Tax advantage Fund-II(G)42.4209-Apr-1220.099.6612.1518.83
Quant Tax Plan(G)109.3231-Mar-0024.458.5612.9212.45
BOI AXA Tax Advantage Fund-Reg(G)58.6527-Feb-0919.797.937.9916.68
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]30.6425
Semi Standard Deviation [%]1.4184
Beta [%]0.7665
Sharp Ratio [%]-0.0083
R-Square [%]0.9683
Expense Ratio [%]2.2500
AVG Ratio [%]0.0354
Other Ratios
Jenson Ratio [%]-0.0158
Treynor Ratio [%]0.0039
Turnover Ratio [%]0.6500
FAMA Ratio [%]-0.0109
SORTINO Ratio [%]0.0173

Return Calculator

MARKET STATS As on 11/08/2020 As on 11/08/2020

11322.50 (0.46) 38407.01 (0.59)

TOP GAINERS

Company Price Change Gain (%)
Allsec Tech.280.8046.8020.00
Neulands Global Inds0.300.0520.00

TOP LOSERS

Company Price Change Loss (%)
KSS0.25-0.05-16.67
FCS Software Soltns.0.50-0.05-9.09

Portfolio Comparison

MUTUAL FUND ACTIVITY