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Indiabulls Blue Chip Fund (G)

PLAN: Regular OPTIONS: Growth
19.930 0.05 (0.25%)

NAV as on 24 Nov, 2017

CRISIL MF RANK

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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

Average performance in the category

The scheme is ranked 3 in Large Cap category by Crisil (for quarter ended Sep 2017) . 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 24 Nov, 2017)

Period Returns (%) Rank #
1 mth 2.5 63
3 mth 5.6 68
6 mth 11.7 73
1 year 32.9 38
2 year 17.6 43
3 year 11.7 37
5 year 14.5 47

# Moneycontrol Rank within 137 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 13.3 2.8 2.5 - -
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 2.5 5.6 11.7 32.9 17.6 11.7 14.5
Category avg 2.2 5.5 11.3 27.5 15.0 9.4 14.1
Difference of Fund returns and Category returns 0.3 0.1 0.4 5.4 2.6 2.3 0.4
Best of category 7.4 10.9 26.1 56.3 27.5 17.1 27.9
Worst of category -1.1 -7.7 -7.6 -16.7 7.4 4.9 4.4
Benchmark returns # 1.8 5.4 11.0 30.4 15.2 6.8 13.0
Difference of Fund returns and Benchmark returns 0.7 0.2 0.7 2.5 2.4 4.9 1.5
Indiabulls Blue Chip Fund (G) Review by Crisil - Rating: 3 (Rank 3 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) 33.07 (Sep-30-2017)
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 2
3,956.05 5.3 13.1 30.5 14.1 --
SBI Blue Chip Fund (G) Rank 2
11,360.65 5.0 12.5 29.0 12.8 19.4
ICICI Pru Focused Bluechip Eqty (G) Rank 2
11,339.63 6.8 14.7 32.9 11.3 18.0
HDFC Top 200 Fund (G) Rank 3
12,909.79 8.1 13.5 33.4 9.5 17.0
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.01 7.0 15.3 34.1 12.3 19.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 17)

Equity Sector Value
(Rs cr)
Asset %
Reliance Oil & Gas 54.03 7.77
Maruti Suzuki Automotive 44.41 6.38
HDFC Bank Banking/Finance 43.73 6.29
HDFC Banking/Finance 39.24 5.64
Larsen Engineering 36.73 5.28
NBCC (India) Engineering 25.32 3.64
IOC Oil & Gas 23.59 3.39
Avenue Supermar Retail & Real Estate 22.90 3.29
Aurobindo Pharm Pharmaceuticals 20.70 2.98
Petronet LNG Oil & Gas 20.55 2.95

Full Portfolio

Sector Allocation (Oct 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 22.51 0.00 0.00
Oil & Gas 16.56 0.00 0.00
Automotive 11.15 0.00 0.00
Engineering 10.36 0.00 0.00
Manufacturing 5.49 0.00 0.00
Cement 4.73 0.00 0.00

View All Sectors

Asset Allocation (%)(Oct 31, 17)

Equity 92.56
Others 4.03
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.40

View All

Concentration

Holdings (%)
Top 5 31.36
Top 10 47.61
Sector (%)
Top 3 50.22

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