Fund Overview Growth | Direct 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 - Direct Plan - Growth Option 4.89 24.74 -12.67 2.77 7.11 9.54
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI 5.70 30.83 -8.63 6.09 6.40 12.34

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 - Direct Plan - Growth Option Jan 01, 2013 Unrated -12.67 2.77 7.11 1.03 122.56
ICICI Prudential Bluechip Fund - Direct Plan - Growth Jan 01, 2013 -10.00 3.60 6.68 1.10 21,765.71
SBI BLUE CHIP FUND-DIRECT PLAN -GROWTH Jan 01, 2013 -10.47 1.94 5.76 1.04 19,632.17
Aditya Birla Sun Life Frontline Equity Fund - Growth - Direct Plan Jan 01, 2013 -11.56 0.60 4.98 1.11 16,026.88
Mirae Asset Large Cap Fund - Direct Plan - Growth Jan 01, 2013 -8.71 4.65 8.56 0.65 15,174.51
HDFC Top 100 Fund -Direct Plan - Growth Option Dec 31, 2012 -19.69 0.31 4.61 1.27 14,467.85

Fund Holdings as on 31-May-2020

  • CCIL

  • Reliance Industries Ltd

  • HDFC Bank Ltd

  • Housing Development Finance Corporation

  • Tata Consultancy Services Ltd

  • ICICI Bank Ltd

  • Larsen & Toubro Ltd

  • Hindustan Unilever Ltd

  • Axis Bank Ltd

  • ICICI Lombard General Insurance Company

  • Britannia Industries Ltd

  • Bajaj Finance Ltd

  • State Bank of India

  • Nestle India Ltd

  • Avenue Supermarts Ltd

  • Kotak Mahindra Bank Ltd

  • NAVIN FLUORINE INTERNATIONAL LIMITED

  • PI Industries Ltd

  • Infosys Ltd

  • National Thermal Power Corp Ltd

  • Dabur India Ltd.

  • HDFC Asset Management Company Ltd

  • Glaxosmithline Consumer Healthcare

  • Titan Company Ltd

  • Net Receivable/Payable

  • Maruti Suzuki India Ltd

  • Hero Motocorp Ltd

  • SRF LIMITED

  • Divis Laboratories Ltd

  • Jubilant Foodworks Ltd

  • HDFC Life Insurance Co Ltd

  • RBL Bank Ltd

  • Tata Steel Ltd

  • SBI Cards and Payment Ltd.

  • Britannia Industries Ltd

  • Ultratech Cement Ltd

  • HAVELLS INDIA LIMITED

  • Hindalco Industries Ltd

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  • Bank - Private

  • Miscellaneous

  • Refineries

  • 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

  • Finance - Asset Management

  • Diamond & Jewellery

  • Automobiles - Passenger Cars

  • Automobile Two & Three Wheelers

  • Diversified

  • 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 01-Jan-2013 and currently has an AUM of ₹122.56 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 up ₹0.06(0.28%)yesterday to ₹21.23.

Among its top 3 holdings the fund has exposure to CCIL, 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