Indiabulls Blue Chip Fund - Growth - Direct Plan

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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

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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 -1.61 -6.77 -2.22 8.27 9.61 11.34
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
S&P BSE SENSEX - TRI -2.08 -5.87 -0.71 9.86 7.56 12.83

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 -2.22 8.27 9.61 1.03 203.85
ICICI Prudential Bluechip Fund - Direct Plan - Growth Jan 01, 2013 -3.67 8.30 8.85 1.21 21,672.64
SBI BLUE CHIP FUND-DIRECT PLAN -GROWTH Jan 01, 2013 -1.43 6.16 9.63 1.07 21,483.48
Aditya Birla Sun Life Frontline Equity Fund - Growth - Direct Plan Jan 01, 2013 -4.51 5.74 8.33 1.24 20,093.79
HDFC Top 100 Fund -Direct Plan - Growth Option Dec 31, 2012 -1.54 8.33 7.33 1.31 16,842.38
Mirae Asset Large Cap Fund - Direct Plan - Growth Jan 01, 2013 -0.33 10.53 11.37 0.63 13,946.19

Fund Holdings as on 31-August-2019

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • ICICI Bank Ltd

  • Tata Consultancy Services Ltd

  • Housing Development Finance Corporation

  • Kotak Mahindra Bank Ltd

  • Axis Bank Ltd

  • Larsen & Toubro Ltd

  • Bajaj Finance Ltd

  • ITC Ltd

  • State Bank of India

  • Hindustan Unilever Ltd

  • Infosys Ltd

  • National Thermal Power Corp Ltd

  • ICICI Lombard General Insurance Company

  • CCIL

  • Hindalco Industries Ltd

  • Britannia Industries Ltd

  • Maruti Suzuki India Ltd

  • Nestle India Ltd

  • Titan Company Ltd

  • Divis Laboratories Ltd

  • RBL Bank Ltd

  • Net Receivable/Payable

  • Gail (India) Ltd

  • Jubilant Foodworks Ltd

  • Voltas Ltd

  • Britannia Industries Ltd

  • BEML Ltd

  • Ultratech Cement Ltd

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  • Bank - Private

  • IT - Software

  • Refineries

  • Finance - Housing

  • Engineering - Construction

  • Finance - NBFC

  • Cigarettes/Tobacco

  • Consumer Food

  • Bank - Public

  • Household & Personal Products

  • Power Generation/Distribution

  • Miscellaneous

  • Insurance

  • Metal - Non Ferrous

  • Automobiles - Passenger Cars

  • Diamond & Jewellery

  • Pharmaceuticals & Drugs

  • Industrial Gases & Fuels

  • Air Conditioners

  • Cement & Construction Materials

  • Engineering - Industrial Equipments

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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 ₹203.85 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 ₹0.08(0.36%)yesterday to ₹22.03.

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