Indiabulls Blue Chip Fund - Growth - Direct Plan

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  • Net Change on 19-07-2019

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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

  • 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 -2.89 -2.48 2.66 10.23 9.85 10.39
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
S&P BSE SENSEX - TRI -1.71 -1.50 6.70 12.69 9.81 13.15

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 Feb 10, 2012 2.66 10.23 9.85 2.43 238.32
SBI BLUE CHIP FUND-DIRECT PLAN -GROWTH Jan 20, 2006 3.89 8.24 11.17 1.70 22,678.90
ICICI Prudential Bluechip Fund - Direct Plan - Growth May 23, 2008 5.20 10.06 10.16 1.83 22,117.05
Aditya Birla Sun Life Frontline Equity Fund - Growth - Direct Plan Aug 30, 2002 2.87 8.27 9.66 1.78 21,663.65
Reliance Large Cap Fund - Direct Plan Growth Plan - Growth Option Aug 08, 2007 9.09 11.97 11.47 1.77 13,076.21
Franklin India Bluechip Fund- Direct - Growth Dec 01, 1993 Unrated 0.57 5.46 8.53 1.87 7,102.30

Fund Holdings as on 30-June-2019

  • HDFC BANK LTD

  • RELIANCE INDUSTRIES LTD

  • ICICI BANK LTD

  • TATA CONSULTANCY SERVICES LTD

  • AXIS BANK LTD

  • HOUSING DEVELOPMENT FINANCE CORPORATION LTD

  • LARSEN & TOUBRO LTD

  • KOTAK MAHINDRA BANK LTD

  • MAHINDRA & MAHINDRA LTD

  • STATE BANK OF INDIA

  • ITC LTD

  • BAJAJ FINANCE LTD

  • NATIONAL THERMAL POWER CORP LTD

  • HINDUSTAN UNILEVER LTD

  • TREPS 01-JULY-2019

  • INFOSYS LTD

  • ICICI LOMBARD GENERAL INSURANCE COMPANY LTD

  • MARUTI SUZUKI INDIA LTD

  • HINDALCO INDUSTRIES LTD

  • VOLTAS LTD

  • RATNAKAR BANK LTD

  • BRITANNIA INDUSTRIES LTD

  • GAIL (INDIA) LTD

  • NESTLE INDIA LTD

  • CUMMINS INDIA LTD

  • DIVIS LABORATORIES LTD

  • Net Receivable/Payable

  • JUBILANT FOODWORKS LTD

  • BEML LTD

  • ULTRATECH CEMENT LTD

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  • Bank - Private

  • Refineries

  • IT - Software

  • Automobiles - Passenger Cars

  • Finance - Housing

  • Engineering - Construction

  • Bank - Public

  • Cigarettes/Tobacco

  • Finance - NBFC

  • Consumer Food

  • Power Generation/Distribution

  • Miscellaneous

  • Household & Personal Products

  • Insurance

  • Metal - Non Ferrous

  • Air Conditioners

  • Industrial Gases & Fuels

  • Diesel Engines

  • Pharmaceuticals & Drugs

  • 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 01-Jan-2013 and currently has an AUM of ₹238.32 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 ₹-0.39(-1.66%)yesterday to ₹23.04.

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