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 (₹)

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  • 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 5.31 10.07 14.91 15.50 11.31 12.85
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
S&P BSE SENSEX - TRI 4.92 8.31 15.77 16.74 8.96 13.22

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 14.91 15.50 11.31 1.03 190.75
ICICI Prudential Bluechip Fund - Direct Plan - Growth Jan 01, 2013 9.78 13.36 9.78 1.20 24,132.11
SBI BLUE CHIP FUND-DIRECT PLAN -GROWTH Jan 01, 2013 13.74 12.54 10.75 1.05 23,585.35
Aditya Birla Sun Life Frontline Equity Fund - Growth - Direct Plan Jan 01, 2013 9.23 11.50 9.03 1.22 21,211.02
HDFC Top 100 Fund -Direct Plan - Growth Option Dec 31, 2012 7.92 12.43 8.08 1.28 18,507.21
Mirae Asset Large Cap Fund - Direct Plan - Growth Jan 01, 2013 13.62 16.01 12.47 0.61 15,896.69

Fund Holdings as on 31-October-2019

  • Reliance Industries Ltd

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Tata Consultancy Services Ltd

  • Housing Development Finance Corporation

  • Axis Bank Ltd

  • Kotak Mahindra Bank Ltd

  • Larsen & Toubro Ltd

  • ITC Ltd

  • Net Receivable/Payable

  • State Bank of India

  • Hindustan Unilever Ltd

  • Bajaj Finance Ltd

  • Maruti Suzuki India Ltd

  • ICICI Lombard General Insurance Company

  • Britannia Industries Ltd

  • CCIL

  • Nestle India Ltd

  • National Thermal Power Corp Ltd

  • Divis Laboratories Ltd

  • Ultratech Cement Ltd

  • RBL Bank Ltd

  • Titan Company Ltd

  • PI Industries Ltd

  • Jubilant Foodworks Ltd

  • HAVELLS INDIA LIMITED

  • Tata Steel Ltd

  • Infosys Ltd

  • Britannia Industries Ltd

  • Hindalco Industries Ltd

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  • Bank - Private

  • Refineries

  • IT - Software

  • Finance - Housing

  • Miscellaneous

  • Engineering - Construction

  • Cigarettes/Tobacco

  • Consumer Food

  • Bank - Public

  • Household & Personal Products

  • Finance - NBFC

  • Automobiles - Passenger Cars

  • Insurance

  • Power Generation/Distribution

  • Pharmaceuticals & Drugs

  • Cement & Construction Materials

  • Diamond & Jewellery

  • Pesticides & Agrochemicals

  • Electric Equipment

  • Steel & Iron Products

  • 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 ₹190.75 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 ₹-0.11(-0.45%)yesterday to ₹24.48.

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