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 7.23 6.15 -2.41 2.77 6.75 8.93
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI 8.16 6.97 5.37 9.07 9.54 12.77

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 -2.41 2.77 6.75 2.43 128.25
ICICI Prudential Bluechip Fund - Growth May 23, 2008 0.70 3.70 7.97 1.74 23,422.81
SBI BLUE CHIP FUND-REGULAR PLAN GROWTH Jan 20, 2006 -0.02 2.93 7.12 1.69 22,057.63
Mirae Asset Large Cap Fund - Growth Plan Apr 04, 2008 4.51 5.52 10.25 1.71 18,449.76
Axis Bluechip Fund - Regular Plan - Growth Jan 05, 2010 3.61 9.60 10.60 1.70 17,270.02
Aditya Birla Sun Life Frontline Equity Fund-Growth Aug 30, 2002 1.24 1.70 6.59 1.82 17,190.51

Fund Holdings as on 30-September-2020

  • Reliance Industries Ltd

  • HDFC Bank Ltd

  • Tata Consultancy Services Ltd

  • Housing Development Finance Corporation

  • ICICI Bank Ltd

  • Axis Bank Ltd

  • Hindustan Unilever Ltd

  • Larsen & Toubro Ltd

  • Bajaj Finance Ltd

  • Yes Bank Ltd

  • Britannia Industries Ltd

  • ICICI Lombard General Insurance Company

  • State Bank of India

  • Divis Laboratories Ltd

  • NAVIN FLUORINE INTERNATIONAL LIMITED

  • Infosys Ltd

  • Kotak Mahindra Bank Ltd

  • Nestle India Ltd

  • PI Industries Ltd

  • Avenue Supermarts Ltd

  • Titan Company Ltd

  • Dabur India Ltd.

  • Hero Motocorp Ltd

  • Bharti Airtel Ltd

  • GlaxoSmithKline Pharmaceuticals Ltd

  • Maruti Suzuki India Ltd

  • Jubilant Foodworks Ltd

  • SRF LIMITED

  • National Thermal Power Corp Ltd

  • HDFC Asset Management Company Ltd

  • RBL Bank Ltd

  • HDFC Life Insurance Co Ltd

  • CCIL

  • Tata Steel Ltd

  • SBI Cards and Payment Ltd.

  • Net Receivable/Payable

  • Britannia Industries Ltd

  • HAVELLS INDIA LIMITED

  • Ultratech Cement Ltd

  • Hindalco Industries Ltd

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  • Bank - Private

  • Refineries

  • IT - Software

  • Finance - Housing

  • Consumer Food

  • Household & Personal Products

  • Engineering - Construction

  • Finance - NBFC

  • Insurance

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Chemicals

  • Pesticides & Agrochemicals

  • Retailing

  • Diamond & Jewellery

  • Automobile Two & Three Wheelers

  • Telecommunication - Service Provider

  • Automobiles - Passenger Cars

  • Diversified

  • Power Generation/Distribution

  • Finance - Asset Management

  • Miscellaneous

  • Steel & Iron Products

  • Electric Equipment

  • Cement & Construction Materials

  • Metal - Non Ferrous

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About Indiabulls Blue Chip Fund

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 ₹128.25 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 up ₹0.1(0.48%)yesterday to ₹21.06.

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