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 7.87 14.88 -9.02 1.86 5.91 8.23
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI 7.29 18.06 -3.81 6.18 7.12 12.42

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 -9.02 1.86 5.91 2.43 127.49
SBI BLUE CHIP FUND-REGULAR PLAN GROWTH Jan 20, 2006 -7.14 1.36 5.24 1.90 20,782.63
HDFC Top 100 Fund - Growth Option Sep 03, 1996 -16.43 -0.22 4.42 1.87 15,481.84
Axis Bluechip Fund - Regular Plan - Growth Jan 05, 2010 1.47 9.51 8.88 1.79 14,522.34
UTI - Master Share-Growth Option Aug 03, 2005 -2.57 3.55 5.40 1.90 5,887.33
DSP Top 100 Equity Fund - Regular Plan - Growth Mar 10, 2003 Unrated -7.60 0.65 3.82 2.19 2,190.30

Fund Holdings as on 30-June-2020

  • Reliance Industries Ltd

  • HDFC Bank Ltd

  • CCIL

  • Housing Development Finance Corporation

  • Tata Consultancy Services Ltd

  • ICICI Bank Ltd

  • Hindustan Unilever Ltd

  • Larsen & Toubro Ltd

  • Axis Bank Ltd

  • Bajaj Finance Ltd

  • Britannia Industries Ltd

  • ICICI Lombard General Insurance Company

  • State Bank of India

  • Kotak Mahindra Bank Ltd

  • Nestle India Ltd

  • Avenue Supermarts Ltd

  • NAVIN FLUORINE INTERNATIONAL LIMITED

  • Infosys Ltd

  • PI Industries Ltd

  • National Thermal Power Corp Ltd

  • Dabur India Ltd.

  • Glaxosmithline Consumer Healthcare

  • HDFC Asset Management Company Ltd

  • Titan Company Ltd

  • Hero Motocorp Ltd

  • Maruti Suzuki India Ltd

  • SRF LIMITED

  • RBL Bank Ltd

  • Jubilant Foodworks Ltd

  • Divis Laboratories Ltd

  • HDFC Life Insurance Co Ltd

  • Tata Steel Ltd

  • SBI Cards and Payment Ltd.

  • Britannia Industries Ltd

  • Ultratech Cement Ltd

  • HAVELLS INDIA LIMITED

  • Hindalco Industries Ltd

  • Net Receivable/Payable

View More
  • Bank - Private

  • Refineries

  • Miscellaneous

  • IT - Software

  • Finance - Housing

  • Consumer Food

  • Household & Personal Products

  • Engineering - Construction

  • Insurance

  • Finance - NBFC

  • Bank - Public

  • Pharmaceuticals & Drugs

  • Retailing

  • Chemicals

  • Pesticides & Agrochemicals

  • Power Generation/Distribution

  • Diamond & Jewellery

  • Finance - Asset Management

  • Automobile Two & Three Wheelers

  • Automobiles - Passenger Cars

  • Diversified

  • Steel & Iron Products

  • Electric Equipment

  • Cement & Construction Materials

  • Metal - Non Ferrous

View More

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 ₹127.49 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 ₹-0.07(-0.36%)yesterday to ₹19.39.

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