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 4.91 15.88 46.51 18.99 14.19 14.24
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI 3.28 16.93 51.24 22.42 18.11 14.09

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 46.51 18.99 14.19 1.03 106.19
Axis Bluechip Fund - Direct Plan - Growth Jan 01, 2013 50.85 25.79 20.06 0.46 33,153.71
SBI BLUE CHIP FUND-DIRECT PLAN -GROWTH Jan 01, 2013 57.85 22.84 15.19 0.96 31,816.57
ICICI Prudential Bluechip Fund - Direct Plan - Growth Jan 01, 2013 57.82 20.96 16.52 1.09 30,724.04
Mirae Asset Large Cap Fund - Direct Plan - Growth Jan 01, 2013 53.55 22.75 17.88 0.54 30,456.47
Aditya Birla Sun Life Frontline Equity Fund - Growth - Direct Plan Jan 01, 2013 Unrated 58.12 20.99 14.87 1.06 22,550.63

Fund Holdings as on 30-September-2021

  • Reliance Industries Limited

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Infosys Limited

  • Housing Development Finance Corp Ltd

  • Bank of India

  • Larsen & Toubro Limited

  • State Bank of India

  • Tata Consultancy Services Limited

  • IDBI Bank Limited

  • ITC Limited

  • Kotak Mahindra Bank Limited

  • HCL Technologies Limited

  • Hindustan Unilever Limited

  • Axis Bank Limited

  • CCIL

  • Bharti Airtel Limited

  • Oracle Financial Services Software

  • Birla Corporation Limited

  • Ambuja Cements Limited

  • Multi Commodity Exchange of India Ltd.

  • Hindalco Industries Limited

  • Tata Steel Limited

  • ICICI Lombard General Insurance Company

  • Bajaj Finance Limited

  • Escorts Limited

  • Britannia Industries Limited

  • HDFC Life Insurance Company Limited

  • Tata Motors Limited

  • Avenue Supermarts Limited

  • Titan Company Limited

  • Divi's Laboratories Limited

  • Indraprastha Gas Limited

  • Hero MotoCorp Limited

  • Nestle India Limited

  • Maruti Suzuki India Limited

  • Britannia Industries Limited **

  • Bharti Airtel Limited - Rights

  • UltraTech Cement Limited

  • Jubilant Foodworks Limited

  • SRF Limited

  • PI Industries Limited

  • Navin Fluorine International Limited

  • Britannia Industries Limited **

  • Net Receivable/Payable

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  • Bank - Private

  • IT - Software

  • Refineries

  • Bank - Public

  • Finance - Housing

  • Engineering - Construction

  • Cigarettes/Tobacco

  • Household & Personal Products

  • Insurance

  • Telecommunication - Service Provider

  • Diversified

  • Cement & Construction Materials

  • Finance - Stock Broking

  • Metal - Non Ferrous

  • Steel & Iron Products

  • Finance - NBFC

  • Consumer Food

  • Automobiles-Tractors

  • Miscellaneous

  • Automobiles-Trucks/Lcv

  • Retailing

  • Diamond & Jewellery

  • Pharmaceuticals & Drugs

  • Industrial Gases & Fuels

  • Automobile Two & Three Wheelers

  • Automobiles - Passenger Cars

  • Chemicals

  • Pesticides & Agrochemicals

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Fund Manager

  • Cash

  • CRISIL AAA

  • Equity

  • Rights

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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 01-Jan-2013 and currently has an AUM of ₹106.19 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 ₹-0.13(-0.37%)yesterday to ₹34.59.

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

The Indiabulls Blue Chip Fund is managed by Sumit Bhatnagar .

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