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Indiabulls Blue Chip Fund (G)

PLAN: Regular OPTIONS: Growth
18.920 0.06 (0.32%)

NAV as on 24 Jul, 2017

CRISIL MF RANK

Not Ranked

Riskometer

HIGH

HIGH

  • 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 Mar 2017) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 24 Jul, 2017)

Period Returns (%) Rank #
1 mth 3.4 79
3 mth 5.2 111
6 mth 17.7 70
1 year 20.6 40
2 year 11.7 30
3 year 12.7 63
5 year 15.5 46

# Moneycontrol Rank within 135 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 13.3 2.8 - - -
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 3.4 5.2 17.7 20.6 11.7 12.7 15.5
Category avg 2.5 7.1 17.7 17.3 9.1 11.9 14.8
Difference of Fund returns and Category returns 0.9 -1.9 0.0 3.3 2.6 0.8 0.7
Best of category 7.3 13.8 33.1 36.7 18.5 21.5 30.4
Worst of category -0.4 -7.7 -7.6 -16.7 5.1 5.1 4.4
Benchmark returns # 4.8 8.1 17.6 15.4 8.1 8.4 14.2
Difference of Fund returns and Benchmark returns -1.4 -2.9 0.1 5.2 3.6 4.3 1.3
# 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) 32.89 (Mar-31-2017)
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 (%)
ICICI Pru Focused Bluechip Eqty (G) Rank 2
10,220.49 8.7 17.6 20.1 13.2 18.8
Birla SL Frontline Equity (G) Rank 2
11,877.82 7.2 17.5 19.2 14.1 20.4
HDFC Top 200 Fund (G) Rank 3
11,923.52 7.4 18.4 23.5 11.6 17.5
SBI Blue Chip Fund (G) Rank 1
8,582.51 6.0 16.5 16.1 16.0 21.1
Kotak Select Focus Fund - Regular (G) Rank 1
6,335.80 5.8 19.5 24.4 19.7 23.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 31, 17)

Equity Sector Value
(Rs cr)
Asset %
Maruti Suzuki Automotive 2.34 6.67
Larsen Engineering 2.26 6.45
HDFC Banking/Finance 2.24 6.39
Reliance Oil & Gas 2.06 5.87
ICICI Bank Banking/Finance 1.77 5.04
Hero Motocorp Automotive 1.53 4.37
ITC Tobacco 1.46 4.15
GAIL Oil & Gas 1.44 4.10
Tata Motors (D) Automotive 1.43 4.08
SBI Banking/Finance 1.30 3.72

Full Portfolio

Sector Allocation (May 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 21.31 0.00 0.00
Automotive 15.12 0.00 0.00
Oil & Gas 13.02 0.00 0.00
Engineering 11.33 0.00 0.00
Chemicals 7.89 0.00 0.00
Cement 5.55 0.00 0.00

View All Sectors

Asset Allocation (%)(May 31, 17)

Equity 93.54
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 6.46

View All

Concentration

Holdings (%)
Top 5 30.42
Top 10 50.84
Sector (%)
Top 3 49.45

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