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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
Expense Ratio	1.03%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 118
AMC AUM (in Crs.)	₹ 4,808
Min Addition Subscription	₹ 500

Benchmark Type

S&P BSE 100 India TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-7) days. No Exit load, if redeemed after 7 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
SBI Bluechip Fund - Direct Plan	1000	1000	13.43%
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan	1000	1000	11.44%
Nippon India Large Cap Fund - Direct Plan	1000	1000	10.59%
SBI Bluechip Fund - Direct Plan	1000	1000	13.43%
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan	1000	1000	11.44%
Mirae Asset Large Cap Fund - Direct Plan	1000	1000	14.49%
Mirae Asset Large Cap Fund - Direct Plan	1000	1000	14.49%
ICICI Prudential Bluechip Fund - Direct Plan	100	100	12.8%
Mirae Asset Large Cap Fund - Direct Plan	1000	1000	14.49%
Axis Bluechip Fund - Direct Plan	100	100	18.55%
ICICI Prudential Bluechip Fund - Direct Plan	100	100	12.8%

Top 10 Holdings

Company	Holding Type	Asset(%)
Reliance Industries Ltd Ordinary Shares	Equity	10
HDFC Bank Ltd	Equity	9
Tata Consultancy Services Ltd	Equity	7
ICICI Bank Ltd Ordinary Shares	Equity	7
IDBI Bank Ltd Ordinary Shares	Equity	7
Housing Development Finance Corp Ltd Ordinary Shares	Equity	7
Hindustan Unilever Ltd Ordinary Shares	Equity	4
Yes Bank Ltd Ordinary Shares	Equity	4
Larsen & Toubro Ltd Ordinary Shares	Equity	4
Axis Bank Ltd	Equity	4

Asset Allocation(%)

Asset	Percent
Equity	98
Cash - Repurchase Agreement	2
Cash	0
Bond - Corporate Bond	0

Sector Allocation(%)

Sector	Percent
Financial Services	49
Consumer Defensive	10
Technology	10
Energy	10
Basic Materials	6

Fund Manager

Rajeev Desai

0+ years of experience

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.

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

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m