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Indiabulls Blue Chip Fund (G)

PLAN: Regular OPTIONS: Growth
19.820 0.28 (1.39%)

NAV as on 21 May, 2018

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately 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 2017) rank unchanged from last quarter. 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 21 May, 2018)

Period Returns (%) Rank #
1 mth -3.6 89
3 mth 0.6 39
6 mth -0.1 47
1 year 9.1 63
2 year 17.2 63
3 year 11.3 19
5 year 12.7 92

# Moneycontrol Rank within 119 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 13.3 2.8 2.5 8.5 33.0
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

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 -3.6 0.6 -0.1 9.1 17.2 11.3 12.7
Category avg -2.0 0.2 -0.6 9.7 16.8 8.9 14.3
Difference of Fund returns and Category returns -1.6 0.4 0.5 -0.6 0.4 2.4 -1.6
Best of category 0.2 4.5 4.1 22.5 27.5 15.7 31.0
Worst of category -5.9 -9.7 -22.3 -8.6 10.2 4.0 7.5
Benchmark returns # -0.6 1.1 1.8 11.4 16.6 7.7 11.5
Difference of Fund returns and Benchmark returns -3.0 -0.5 -1.9 -2.3 0.6 3.6 1.2
Indiabulls Blue Chip Fund (G) Review by Crisil - Rating: 2 (Rank 4 out of 5)
# Benchmark Index: NIFTY 50

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Feb 03, 2012
Benchmark NIFTY 50
Asset Size (Rs cr) 587.64 (Mar-31-2018)
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 (%)
ABSL Frontline Eqty-Direct (G) Rank 3
4,905.24 -0.3 -1.6 8.8 10.4 16.9
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.01 -0.1 -0.9 12.4 11.4 17.0
ICICI Pru Focused. Blue -Direct (G) Rank 2
3,745.88 -0.1 -0.9 12.4 11.4 16.9
SBI Blue Chip Fund (G) Rank 3
13,264.78 0.9 -0.9 9.3 10.2 16.9
SBI Blue Chip Fund - Direct (G) Rank 2
4,528.36 1.2 -0.3 10.5 11.4 18.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 18)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 32.20 8.15
Larsen Engineering 25.86 6.54
TCS Technology 25.73 6.51
HDFC Banking/Finance 25.73 6.51
M&M Automotive 25.70 6.50
Reliance Oil & Gas 25.46 6.44
Yuken India Engineering 24.84 6.29
Vedanta Metals & Mining 19.28 4.88
Petronet LNG Oil & Gas 14.65 3.71
Britannia Food & Beverage 14.41 3.64

Full Portfolio

Sector Allocation (Apr 30, 18)

Sector %

1-Year

HighLow

Banking/Finance 17.39 20.98 20.98
Engineering 13.33 11.66 11.66
Oil & Gas 12.82 14.19 14.19
Automotive 12.75 6.04 6.04
Technology 9.79 4.21 4.21
Cement 6.32 2.70 2.70

View All Sectors

Asset Allocation (%)(Apr 30, 18)

Equity 92.57
Others 3.81
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.62

View All

Concentration

Holdings (%)
Top 5 34.21
Top 10 59.17
Sector (%)
Top 3 43.54

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