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Indiabulls Blue Chip Fund (G)

PLAN: Regular OPTIONS: Growth
14.380 0.06 (0.42%)

NAV as on 05 May, 2016

CRISIL MF RANK

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

Below average performance in the category

The scheme is ranked 4 in Large Cap category by Crisil (for quarter ended Dec 2015) . If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 05 May, 2016)

Period Returns (%) Rank #
1 mth 2.2 37
3 mth 6.8 9
6 mth -1.0 24
1 year 2.6 13
2 year 11.3 82
3 year 10.5 97
5 year - -

# Moneycontrol Rank within 141 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -4.4 - - - -
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

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 2.2 6.8 -1.0 2.6 11.3 10.5 --
Category avg 1.8 4.1 -2.3 -1.7 12.4 12.6 8.0
Difference of Fund returns and Category returns 0.4 2.7 1.3 4.3 -1.1 -2.1 --
Best of category 5.2 7.9 4.4 15.5 31.4 27.0 17.3
Worst of category -0.4 -7.7 -9.2 -16.7 0.7 3.8 2.7
Benchmark returns # 1.7 3.3 -2.8 -7.1 7.5 9.0 7.2
Difference of Fund returns and Benchmark returns 0.5 3.5 1.8 9.7 3.8 1.5 --
Indiabulls Blue Chip Fund (G) Review by Crisil - Rating: 2 (Rank 4 out of 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) 340.04 (Dec-31-2015)
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 (G) Rank 4
11,651.77 7.7 -4.6 -5.4 11.9 8.3
Birla SL Frontline Equity (G) Rank 2
8,774.26 5.6 -1.1 -0.1 16.0 12.6
ICICI Pru Focused Bluechip Eqty (G) Rank 3
8,359.90 5.2 -2.2 -1.1 14.9 11.6
Franklin India Bluechip (G) Rank 3
5,169.98 5.7 -1.4 0.9 13.6 10.2
UTI Opportunities Fund (G) Rank 4
4,526.90 5.6 -4.2 -7.3 11.3 10.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Sep 30, 15)

Equity Sector Value
(Rs cr)
Asset %
Maruti Suzuki Automotive 1.52 6.18
Britannia Food & Beverage 1.49 6.07
Reliance Oil & Gas 1.47 5.96
Larsen Engineering 1.18 4.81
Dewan Housing Banking/Finance 0.99 4.01
IndusInd Bank Banking/Finance 0.92 3.75
HCL Tech Technology 0.90 3.65
Bharat Forge Manufacturing 0.85 3.47
Jyothy Labs Cons NonDurable 0.81 3.31
Axis Bank Banking/Finance 0.80 3.24

Full Portfolio

Sector Allocation (Sep 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 16.50 22.30 15.88
Oil & Gas 11.54 12.08 3.99
Pharmaceuticals 10.17 12.65 8.23
Engineering 8.37 12.06 7.55
Automotive 7.66 8.46 7.47
Manufacturing 7.56 6.42 4.55

View All Sectors

Asset Allocation (%)(Sep 30, 15)

Equity 94.76
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 5.24

View All

Concentration

Holdings (%)
Top 5 27.03
Top 10 44.45
Sector (%)
Top 3 38.21

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