Indiabulls Blue Chip Fund - Growth - Direct Plan

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  • Net Change on 28-02-2020

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Fund Overview Growth | Direct Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

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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 -2.05 -2.21 12.73 10.98 9.33 12.16
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI -6.49 -6.85 7.91 11.37 6.84 12.80

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 12.73 10.98 9.33 1.03 162.29
ICICI Prudential Bluechip Fund - Direct Plan - Growth Jan 01, 2013 8.19 9.11 7.90 1.17 24,814.05
SBI BLUE CHIP FUND-DIRECT PLAN -GROWTH Jan 01, 2013 11.35 8.35 8.22 1.03 23,625.01
Aditya Birla Sun Life Frontline Equity Fund - Growth - Direct Plan Jan 01, 2013 7.82 7.42 6.96 1.11 20,708.06
HDFC Top 100 Fund -Direct Plan - Growth Option Dec 31, 2012 2.79 6.94 6.28 1.26 18,265.54
Mirae Asset Large Cap Fund - Direct Plan - Growth Jan 01, 2013 11.33 11.95 10.72 0.57 17,140.47

Fund Holdings as on 31-January-2020

  • Reliance Industries Ltd

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Housing Development Finance Corporation

  • Tata Consultancy Services Ltd

  • Axis Bank Ltd

  • Kotak Mahindra Bank Ltd

  • Larsen & Toubro Ltd

  • Bajaj Finance Ltd

  • Hindustan Unilever Ltd

  • State Bank of India

  • ICICI Lombard General Insurance Company

  • Maruti Suzuki India Ltd

  • Britannia Industries Ltd

  • Infosys Ltd

  • Nestle India Ltd

  • RBL Bank Ltd

  • CCIL

  • PI Industries Ltd

  • National Thermal Power Corp Ltd

  • HDFC Asset Management Company Ltd

  • Titan Company Ltd

  • Jubilant Foodworks Ltd

  • Avenue Supermarts Ltd

  • HDFC Life Insurance Co Ltd

  • Divis Laboratories Ltd

  • Net Receivable/Payable

  • Tata Steel Ltd

  • Britannia Industries Ltd

  • Ultratech Cement Ltd

  • HAVELLS INDIA LIMITED

  • Hindalco Industries Ltd

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  • Bank - Private

  • Refineries

  • IT - Software

  • Finance - Housing

  • Engineering - Construction

  • Consumer Food

  • Finance - NBFC

  • Household & Personal Products

  • Bank - Public

  • Insurance

  • Automobiles - Passenger Cars

  • Miscellaneous

  • Pesticides & Agrochemicals

  • Power Generation/Distribution

  • Finance - Asset Management

  • Diamond & Jewellery

  • Retailing

  • Pharmaceuticals & Drugs

  • Steel & Iron Products

  • Electric Equipment

  • Cement & Construction Materials

  • Metal - Non Ferrous

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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 ₹162.29 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 ₹-0.82(-3.37%)yesterday to ₹23.54.

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

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