SENSEX NIFTY
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Indiabulls Blue Chip Fund (G)

PLAN: Regular OPTIONS: Growth
14.470 0.32 (2.16%)

NAV as on 01 Sep, 2015

CRISIL MF RANK

Not Ranked

Riskometer

HIGH

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  • 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 Nov 1999) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 01 Sep, 2015)

Period Returns (%) Rank #
1 mth -6.7 45
3 mth 3.2 4
6 mth -7.7 38
1 year 5.7 60
2 year 21.5 94
3 year 15.4 45
5 year - -

# Moneycontrol Rank within 132 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 5.0 -5.2 - - -
2014 4.9 11.4 3.2 6.6 -
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

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 -6.7 3.2 -7.7 5.7 21.5 15.4 --
Category avg -6.5 -3.0 -8.5 4.1 24.5 15.9 7.7
Difference of Fund returns and Category returns -0.2 6.2 0.8 1.6 -3.0 -0.5 --
Best of category 1.9 4.9 2.2 20.7 44.1 30.3 14.2
Worst of category -13.2 -7.5 -14.8 -10.0 10.5 7.3 2.4
Benchmark returns # -8.9 -7.7 -13.1 -3.0 18.4 14.0 7.3
Difference of Fund returns and Benchmark returns 2.2 10.9 5.4 8.7 3.1 1.4 --
# Benchmark Index: CNX NIFTY

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 CNX NIFTY
Asset Size (Rs cr) 19.16 (Jun-30-2015)
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 (%)
HDFC Top 200 Fund - Direct (G) Not Ranked
911.48 -4.9 -12.0 -3.0 -- --
HDFC Top 200 Fund (G) Rank 5
12,486.28 -5.1 -12.3 -3.6 17.9 8.8
ICICI Pru Focused. Blue -Direct (G) Not Ranked
948.46 -3.0 -9.9 3.1 -- --
ICICI Pru Focused Bluechip Eqty (G) Rank 3
7,941.44 -3.3 -10.3 2.2 19.4 12.2
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.01 -3.0 -9.8 3.1 20.6 13.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 15)

Equity Sector Value
(Rs cr)
Asset %
Maruti Suzuki Automotive 1.81 6.89
Britannia Food & Beverage 1.51 5.76
Reliance Oil & Gas 1.47 5.61
Dewan Housing Banking/Finance 1.40 5.32
Bharat Forge Manufacturing 1.21 4.59
ICICI Bank Banking/Finance 1.10 4.20
HCL Tech Technology 1.02 3.88
Larsen Engineering 0.97 3.68
Aurobindo Pharm Pharmaceuticals 0.91 3.47
Axis Bank Banking/Finance 0.86 3.28

Full Portfolio

Sector Allocation (Jul 31, 15)

Sector %

1-Year

HighLow

Banking/Finance 18.43 27.67 17.64
Pharmaceuticals 12.65 12.69 7.13
Oil & Gas 9.09 9.09 2.36
Engineering 8.54 15.54 7.06
Automotive 8.46 13.09 7.47
Technology 7.26 12.78 7.26

View All Sectors

Asset Allocation (%)(Jul 31, 15)

Equity 93.56
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 6.44

View All

Concentration

Holdings (%)
Top 5 28.17
Top 10 46.68
Sector (%)
Top 3 40.17

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