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	1.04%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 204
AMC AUM (in Crs.)	₹ 4,808
Min Addition Subscription	₹ 500

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
SBI Bluechip Fund - Direct Plan	1000	1000	12.61%
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan	1000	1000	11.55%
Nippon India Large Cap Fund - Direct Plan	1000	1000	13.86%
SBI Bluechip Fund - Direct Plan	1000	1000	12.61%
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan	1000	1000	11.55%
Mirae Asset Large Cap Fund - Direct Plan	1000	1000	16.14%
Mirae Asset Large Cap Fund - Direct Plan	1000	1000	16.14%
ICICI Prudential Bluechip Fund - Direct Plan	100	100	13.46%
ICICI Prudential Bluechip Fund - Direct Plan	100	100	13.46%
Mirae Asset Large Cap Fund - Direct Plan	1000	1000	16.14%
Nippon India Large Cap Fund - Direct Plan	1000	1000	13.86%
Invesco India Contra Fund - Direct Plan	1000	1000	16.09%
Aditya Birla Sun Life Equity Fund - Direct Plan	1000	1000	11.95%
Kotak Standard Multicap Fund - Direct Plan	1000	1000	15.38%
L&T Midcap Fund - Direct Plan	1000	1000	10.94%
HDFC Mid-Cap Opportunities Fund - Direct Plan	1000	1000	7.9%
Kotak Emerging Equity Scheme - Direct Plan	1000	1000	11.56%
HDFC Small Cap Fund - Direct Plan	1000	1000	11.26%
L&T Emerging Businesses Fund - Direct Plan	1000	1000	10.25%
Franklin India Smaller Companies Fund - Direct Plan	1000	1000	4.83%

Top 10 Holdings

Company	Holding Type	Asset(%)
HDFC Bank Ltd	Equity	11
Reliance Industries Ltd	Equity	10
ICICI Bank Ltd	Equity	10
Tata Consultancy Services Ltd	Equity	8
Housing Development Finance Corp Ltd	Equity	6
Kotak Mahindra Bank Ltd	Equity	5
Axis Bank Ltd	Equity	5
Larsen & Toubro Ltd	Equity	5
Bajaj Finance Ltd	Equity	5
ITC Ltd	Equity	4

Asset Allocation(%)

Asset	Percent
Equity	97
Cash - Repurchase Agreement	2
Cash	1
Bond - Corporate Bond	0

Sector Allocation(%)

Sector	Percent
Banks - Regional - Asia	36
Information Technology Services	11
Oil & Gas Refining & Marketing	10
Specialty Finance	6
Engineering & Construction	5

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.

Phone

1800 2666 002

Address

11th Floor,Tower-1,Indiabulls Finance Centre,Elphinston Mills Compound,,Senapati Bapat Marg,Elphinston (W),, Mumbai -

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment Duration

Years

Months

Investment Amount

₹ 10000

Return Amount

₹ 4185

Return Rate

6 %

Duration

6y 0m

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