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 Type
Open-ended
Scheme Category
Large-Cap
Benchmark Type
Nifty 50 Index
Scheme AUM (in Crs.)
₹ 278.61
Expense Ratio
1.11%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 4808
Min Subscription
₹ 0
Min Addition Subscription
₹ 0
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Large-Cap |
| Benchmark Type | Nifty 50 Index |
| Scheme AUM (in Crs.) | ₹ 278.61 |
| Expense Ratio | 1.11% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 4808 |
| Min Subscription | ₹ 0 |
| Min Addition Subscription | ₹ 0 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
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(%)
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.
Launch Date
24 Mar 2011
Sponsor
NA
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
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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