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SET SMS ALERT Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 4.2 | 24 |
| 3 mth | 2.9 | 39 |
| 6 mth | 7.0 | 27 |
| 1 year | 24.7 | 32 |
| 2 year | - | - |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 84 Large Cap Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -5.2 | - | - | - | - |
| 2012 | -5.6 | - | 8.2 | 3.4 | 6.1 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Large Cap)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 4.2 | 2.9 | 7.0 | 24.7 | -- | -- | -- |
| Category avg | 3.7 | 2.9 | 5.5 | 21.8 | 5.4 | 5.8 | 3.5 |
| Difference of Fund returns and Category returns | 0.5 | 0.0 | 1.5 | 2.9 | -- | -- | -- |
| Best of category | 7.2 | 7.3 | 13.2 | 34.0 | 11.5 | 12.6 | 14.4 |
| Worst of category | 2.1 | -0.6 | -4.4 | 5.7 | -1.8 | -3.6 | -15.3 |
| Benchmark returns # | 4.5 | 4.2 | 8.3 | 25.4 | 6.4 | 7.2 | 3.9 |
| Difference of Fund returns and Benchmark returns | -0.3 | -1.3 | -1.3 | -0.7 | -- | -- | -- |
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.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Feb 03, 2012 |
| Benchmark | CNX NIFTY |
| Asset Size (Rs cr) | 5.44 (Mar-30-2013) |
| 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 |
| Entry Load | N.A |
|---|---|
| Exit Load | 1.00% |
| Load Comments | Exit Load 1% if redeemed within 1 Year from the date of allotment. |
| Regd. Office | 11th Fl, Tower-1, Indiabulls Finance Centre, S B Marg, Elphinstone (W), Mumbai, 400013 |
|---|---|
| Tel. No. | 022 -30866253 |
| Fax No. | 022 - 66589925 |
| customercare@indiabullsmf.com | |
| Website | http://www.indiabullsmf.com/ |
| Large Cap | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| HDFC Top 200 Fund (G) | Rank 3 |
11,958.80 | 3.2 | 7.1 | 24.3 | 8.0 | 10.3 |
| ICICI Pru Focused Bluechip Eqty (G) | Rank 2 |
4,290.51 | 2.9 | 7.2 | 26.2 | 11.3 | 13.4 |
| Franklin India Bluechip (G) | Rank 3 |
4,312.21 | 1.6 | 6.6 | 22.9 | 8.6 | 9.1 |
| L&T Equity Fund (G) | Rank 4 |
2,395.39 | 3.0 | 4.5 | 20.4 | 7.1 | 8.5 |
| DSP-BR Top 100 Equity - RP (G) | Rank 3 |
3,379.26 | 2.9 | 4.6 | 19.3 | 7.6 | 7.8 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| ITC | Tobacco | 0.53 | 9.40 |
| Reliance | Oil & Gas | 0.40 | 7.11 |
| ICICI Bank | Banking/Finance | 0.39 | 6.97 |
| HDFC | Banking/Finance | 0.37 | 6.60 |
| HDFC Bank | Banking/Finance | 0.37 | 6.52 |
| Infosys | Technology | 0.32 | 5.69 |
| Larsen | Engineering | 0.27 | 4.80 |
| ONGC | Oil & Gas | 0.18 | 3.21 |
| SBI | Banking/Finance | 0.18 | 3.16 |
| Tata Motors | Automotive | 0.16 | 2.92 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 29.26 | 30.38 | 23.02 |
| Oil & Gas | 14.07 | 14.79 | 10.93 |
| Technology | 9.50 | 11.82 | 8.09 |
| Tobacco | 9.40 | 9.47 | 7.89 |
| Automotive | 7.37 | 9.01 | 7.37 |
| Engineering | 5.53 | 6.55 | 4.86 |
| Equity | 96.51 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 3.49 |
| Holdings | (%) |
|---|---|
| Top 5 | 36.60 |
| Top 10 | 56.38 |
| Sector | (%) |
|---|---|
| Top 3 | 52.83 |
Indiabulls Blue Chip Fund announces changes
Indiabulls Mutula Fund has announced the resignation of Aviral Gupta - Fund Manager - Equity.
Oct 30, 2012 at 17:00 | Source: Moneycontrol.com
Indiabulls revises Annual Scheme Recurring Exp in 3 funds
Indiabulls Liquid Fund, Indiabulls BlueChip Fund and Indiabulls Ultra Short Term Fund Revises Annual ...
Oct 01, 2012 at 14:40 | Source: Moneycontrol.com
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
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