Indiabulls Blue Chip Fund - Growth - Regular Plan

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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 -3.81 -6.70 -6.83 7.62 8.29 9.57
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
S&P BSE SENSEX - TRI -3.15 -4.79 -2.99 10.84 8.20 12.89

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 -6.83 7.62 8.29 2.43 221.76
SBI BLUE CHIP FUND-REGULAR PLAN GROWTH Jan 20, 2006 -6.89 5.31 9.21 2.00 21,584.91
ICICI Prudential Bluechip Fund - Growth May 23, 2008 -6.87 7.82 8.53 1.83 21,124.93
Aditya Birla Sun Life Frontline Equity Fund-Growth Aug 30, 2002 -9.21 5.05 7.74 1.79 20,584.16
HDFC Top 100 Fund - Growth Option Sep 03, 1996 -5.05 7.92 7.11 1.78 17,094.91
Mirae Asset Large Cap Fund - Growth Plan Apr 04, 2008 -4.40 10.02 11.26 1.70 13,491.69

Fund Holdings as on 31-July-2019

  • HDFC Bank Ltd

  • Reliance Industries Limited

  • ICICI Bank Ltd.

  • Tata Consultancy Services Ltd.

  • Housing Development Finance Corporation

  • Kotak Mahindra Bank Ltd

  • Axis Bank Ltd.

  • Larsen & Toubro Limited

  • ITC Limited

  • Bajaj Finance Ltd

  • CCIL

  • State Bank of India

  • National Thermal Power Corp Ltd.

  • Infosys Ltd.

  • Hindustan Unilever Limited

  • ICICI Lombard General Insurance Company

  • Hindalco Industries Ltd.

  • Voltas Ltd.

  • Maruti Suzuki India Limited

  • Britannia Industries Limited

  • Gail (India) Limited

  • Nestle India Limited

  • Cummins India Ltd.

  • RBL Bank Limited

  • Divis Laboratories Ltd.

  • Titan Company Ltd.

  • Net Receivable/Payable

  • Jubilant Foodworks Ltd.

  • BEML Limited

  • Ultratech Cement Ltd

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  • Bank - Private

  • IT - Software

  • Refineries

  • Finance - Housing

  • Engineering - Construction

  • Miscellaneous

  • Cigarettes/Tobacco

  • Finance - NBFC

  • Bank - Public

  • Consumer Food

  • Power Generation/Distribution

  • Household & Personal Products

  • Insurance

  • Metal - Non Ferrous

  • Air Conditioners

  • Automobiles - Passenger Cars

  • Industrial Gases & Fuels

  • Diesel Engines

  • Pharmaceuticals & Drugs

  • Diamond & Jewellery

  • Engineering - Industrial Equipments

  • Cement & Construction Materials

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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 ₹221.76 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 ₹0.13(0.66%)yesterday to ₹19.92.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd, Reliance Industries Limited and ICICI Bank Ltd.

The Indiabulls Blue Chip Fund is managed by Veekesh Gandhi .

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