Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The primary investment objective of the Scheme is to seek to provide long-term capital appreciation from a portfolio that is invested predominantly in equity and equity-related securities of blue-chip large-cap companies.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Indiabulls Blue Chip Fund - Growth Option 2.35 16.51 9.65 5.47 12.44 10.48
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI 6.26 20.74 20.35 12.26 16.32 13.48

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Indiabulls Blue Chip Fund - Growth Option Feb 10, 2012 Unrated 9.65 5.47 12.44 2.43 127.56
ICICI Prudential Bluechip Fund - Growth May 23, 2008 16.99 7.51 14.12 1.75 26,541.23
SBI BLUE CHIP FUND-REGULAR PLAN GROWTH Jan 20, 2006 19.22 7.73 13.12 1.70 25,925.01
Axis Bluechip Fund - Regular Plan - Growth Jan 05, 2010 20.68 14.61 16.77 1.66 22,517.33
Mirae Asset Large Cap Fund - Growth Plan Apr 04, 2008 18.19 8.70 16.33 1.63 22,093.02
Aditya Birla Sun Life Frontline Equity Fund-Growth Aug 30, 2002 17.38 6.33 12.86 1.81 19,575.33

Fund Holdings as on 31-December-2020

  • Reliance Industries Ltd

  • HDFC Bank Ltd

  • IDBI Bank Limited

  • Housing Development Finance Corporation

  • ICICI Bank Ltd

  • Tata Consultancy Services Ltd

  • CCIL

  • Yes Bank Ltd

  • Hindustan Unilever Ltd

  • Larsen & Toubro Ltd

  • Axis Bank Ltd

  • Bajaj Finance Ltd

  • Kotak Mahindra Bank Ltd

  • NAVIN FLUORINE INTERNATIONAL LIMITED

  • Infosys Ltd

  • State Bank of India

  • Nestle India Ltd

  • PI Industries Ltd

  • Divis Laboratories Ltd

  • ICICI Lombard General Insurance Company

  • Titan Company Ltd

  • Britannia Industries Ltd

  • Bharti Airtel Ltd

  • Avenue Supermarts Ltd

  • Maruti Suzuki India Ltd

  • Hero Motocorp Ltd

  • National Thermal Power Corporation Ltd

  • HDFC Life Insurance Co Ltd

  • Jubilant Foodworks Ltd

  • SRF Ltd

  • Tata Steel Ltd

  • Britannia Industries Ltd **

  • Ultratech Cement Ltd

  • Hindalco Industries Ltd

  • Net Receivable/Payable

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  • Bank - Private

  • Refineries

  • IT - Software

  • Finance - Housing

  • Miscellaneous

  • Consumer Food

  • Household & Personal Products

  • Engineering - Construction

  • Finance - NBFC

  • Insurance

  • Chemicals

  • Bank - Public

  • Pesticides & Agrochemicals

  • Pharmaceuticals & Drugs

  • Diamond & Jewellery

  • Telecommunication - Service Provider

  • Retailing

  • Automobiles - Passenger Cars

  • Automobile Two & Three Wheelers

  • Power Generation/Distribution

  • Diversified

  • Steel & Iron Products

  • Cement & Construction Materials

  • Metal - Non Ferrous

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About Indiabulls Blue Chip Fund

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Scheme Analysis

Indiabulls Blue Chip Fund is a Equity - Large Cap Fund fund and belongs to Indiabulls Mutual Fund. It was launched on 10-Feb-2012 and currently has an AUM of ₹127.56 crore. Indiabulls Blue Chip Fund is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE SENSEX - TRI as secondary index.

The NAV of Indiabulls Blue Chip Fund ended down ₹-0.35(-1.41%)yesterday to ₹24.42.

Among its top 3 holdings the fund has exposure to Reliance Industries Ltd, and

The Indiabulls Blue Chip Fund is managed by Rajeev Desai .

Fund House Contact

11th Fl.,Tower-1,Indiabulls Finance Centre, Senapati Bapat Marg,Elphinstone Mills Comp.,Elphinstone(W) Mumbai - 400 013

022-30866253
022-66589925