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Indiabulls Blue Chip Fund (G)

PLAN: Regular OPTIONS: Growth
18.400 0.01 (0.05%)

NAV as on 29 May, 2017

CRISIL MF RANK

Not Ranked

Riskometer

HIGH

HIGH

  • Principal at high risk.
FUND FAMILY : Indiabulls Mutual Fund FUND CLASS : Large Cap
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2017) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 29 May, 2017)

Period Returns (%) Rank #
1 mth 1.3 56
3 mth 9.7 18
6 mth 19.5 21
1 year 23.5 25
2 year 12.8 9
3 year 14.5 51
5 year 15.5 46

# Moneycontrol Rank within Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 13.3 - - - -
2016 -4.4 7.8 7.2 -8.2 4.1
2015 5.0 -5.2 2.3 -1.0 2.9
2014 4.9 11.4 3.2 6.6 28.8
2013 -5.2 2.9 -3.9 7.8 3.1
2012 -5.6 - 8.2 3.4 6.1

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 1.3 9.7 19.5 23.5 12.8 14.5 15.5
Category avg 1.0 6.5 15.5 18.4 8.0 13.0 14.9
Difference of Fund returns and Category returns 0.3 3.2 4.0 5.1 4.8 1.5 0.6
Best of category 4.3 13.2 26.1 40.2 18.5 23.9 30.8
Worst of category -1.8 -7.7 -7.6 -16.7 3.8 6.8 4.4
Benchmark returns # 3.1 8.2 18.0 17.4 6.7 9.9 14.0
Difference of Fund returns and Benchmark returns -1.8 1.5 1.5 6.1 6.1 4.6 1.5
# Benchmark Index: NIFTY 50

Investment Info

Investment 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.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Feb 03, 2012
Benchmark NIFTY 50
Asset Size (Rs cr) 32.89 (Mar-31-2017)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Sumit Bhatnagar
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if redeemed within 1 Year from the date of allotment.

Contact Details

Regd. Office 11th Fl, Tower-1, Indiabulls Finance Centre, S B Marg, Elphinstone (W), Mumbai, 400013
Tel. No. 022 -30866253
Fax No. 022 - 66589925
Email customercare@indiabullsmf.com
Website http://www.indiabullsmf.com/

Peer Comparison

Large Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
SBI Blue Chip Fund - Direct (G) Rank 1
2,813.95 7.1 15.7 18.3 19.6 --
SBI Blue Chip Fund (G) Rank 1
8,582.51 6.8 15.0 17.0 18.4 21.2
Birla SL Frontline Eqty-Direct (G) Rank 2
3,401.29 6.1 16.8 21.6 16.2 --
HDFC Top 200 Fund - Direct (G) Rank 3
1,458.75 7.2 18.5 28.4 13.1 --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.01 5.8 16.2 23.4 15.3 19.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 28, 17)

Equity Sector Value
(Rs cr)
Asset %
Reliance Oil & Gas 2.62 7.53
Larsen Engineering 2.29 6.59
Maruti Suzuki Automotive 2.02 5.80
IOC Oil & Gas 1.95 5.60
HDFC Banking/Finance 1.90 5.47
GAIL Oil & Gas 1.85 5.32
ICICI Bank Banking/Finance 1.48 4.26
SBI Banking/Finance 1.28 3.67
Tata Motors (D) Automotive 1.15 3.31
Power Grid Corp Utilities 1.00 2.88

Full Portfolio

Sector Allocation (Apr 28, 17)

Sector %

1-Year

HighLow

Oil & Gas 20.90 0.00 0.00
Banking/Finance 17.86 0.00 0.00
Automotive 13.11 0.00 0.00
Engineering 9.85 0.00 0.00
Cement 7.52 0.00 0.00
Chemicals 6.61 0.00 0.00

View All Sectors

Asset Allocation (%)(Apr 28, 17)

Equity 96.57
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.43

View All

Concentration

Holdings (%)
Top 5 30.99
Top 10 50.43
Sector (%)
Top 3 51.87

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