Indiabulls Blue Chip Fund - Direct Plan
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. However there can be no assurance that the investment objective of the scheme will be achieved.
Suitability
This product is suitable for investors who are seeking
• Capital appreciation over long-term
• A portfolio that is invested predominantly in equity and equity-related securities of blue-chip large-cap companies.
Fund Info
| Scheme Class | Equity |
| Scheme Category | Large-Cap |
| Benchmark Type | Nifty 50 Index |
| Expense Ratio | 1.11% |
| Min subscription | ₹ 0 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 279 |
| AMC AUM (in Crs.) | ₹ 4,808 |
| Min Addition Subscription | ₹ 0 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 9.86% | |
| 1000 | 1000 | 9.71% | |
| 1000 | 1000 | 14.06% | |
| 1000 | 1000 | 9.86% | |
| 1000 | 1000 | 9.71% | |
| 1000 | 1000 | 14.38% | |
| 1000 | 1000 | 14.38% | |
| 100 | 100 | 11.59% | |
| 1000 | 1000 | 12.02% | |
| 500 | 500 | 9.28% | |
| 1000 | 1000 | 12.69% | |
| 1000 | 1000 | 9.17% | |
| 1000 | 1000 | 8.19% | |
| 1000 | 1000 | 12.0% | |
| 1000 | 1000 | 12.78% | |
| 1000 | 1000 | 10.24% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| HDFC Bank Ltd | Equity | 9 |
| ICICI Bank Ltd | Equity | 9 |
| Reliance Industries Ltd | Equity | 9 |
| Housing Development Finance Corp Ltd | Equity | 7 |
| Tata Consultancy Services Ltd | Equity | 6 |
| Axis Bank Ltd | Equity | 4 |
| State Bank of India | Equity | 4 |
| Larsen & Toubro Ltd | Equity | 4 |
| Mahindra & Mahindra Ltd | Equity | 4 |
| ITC Ltd | Equity | 4 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 97 |
| Equity Index - Future | 3 |
| Cash | 1 |
| Cash - Repurchase Agreement | 1 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Banks - Regional - Asia | 33 |
| Oil & Gas Refining & Marketing | 11 |
| Information Technology Services | 10 |
| Auto Manufacturers | 8 |
| Specialty Finance | 7 |
Indiabulls Mutual Fund
AUM
₹4,808 Cr
About
Indiabulls Mutual Fund believes in creating value for customers by striking a balance between liquidity, good returns and keeping investor funds safe and transparent.##The fund house was established on March 24th, 2011 . Indiabulls Trustee Company Ltd. acts as the trustee company to the asset management company.##The mutual fund offers various schemes in different categories and aims to follow a risk- reward paradigm. With a wide array of mutual across various market categorization, it has targeted investors of different needs and financial goals. Indiabulls Mutual Fund believes in four core values, which are, customer comes first, transparency, integrity and professionalism.##It is located in 110 towns and has 220 established branches across the country.
Email
customercare@indiabullsmf.com
Phone
1800 2666 002
Address
Indiabulls Asset Management Company Ltd.,11th Floor,Tower-1, Indiabulls Finance Centre,,Elphinstone Mills Compound, Senapati Bapat Marg,,Elphinstone (West), Mumbai - 400 013
Indiabulls Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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