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Indiabulls Blue Chip Fund (G)

PLAN: Regular OPTIONS: Growth
14.610 0.04 (0.27%)

NAV as on 03 Jul, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
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 2015) 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 03 Jul, 2015)

Period Returns (%) Rank #
1 mth 5.9 6
3 mth -4.1 124
6 mth 0.8 107
1 year 10.5 100
2 year 18.2 124
3 year 15.4 62
5 year - -

# Moneycontrol Rank within 142 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 5.0 -5.2 - - -
2014 4.9 11.4 3.2 6.6 -
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 5.9 -4.1 0.8 10.5 18.2 15.4 --
Category avg 3.9 -1.4 3.0 14.3 24.7 17.7 9.3
Difference of Fund returns and Category returns 2.0 -2.7 -2.2 -3.8 -6.5 -2.3 --
Best of category 7.4 3.4 11.2 37.2 41.4 31.1 16.1
Worst of category 0.6 -6.6 -4.4 1.6 12.2 8.5 5.4
Benchmark returns # 4.3 -2.0 1.3 10.0 21.3 17.1 10.1
Difference of Fund returns and Benchmark returns 1.6 -2.1 -0.5 0.5 -3.1 -1.7 --
# Benchmark Index: CNX NIFTY

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 CNX NIFTY
Asset Size (Rs cr) 17.79 (Mar-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 5
13,213.39 -1.5 -1.6 7.1 19.3 12.2
HDFC Top 200 Fund - Direct (G) Not Ranked
771.24 -1.4 -1.3 7.8 -- --
Birla SL Frontline Eqty-Direct (G) Not Ranked
698.43 -0.1 4.6 18.5 -- --
Birla SL Frontline Equity (G) Rank 3
7,900.44 -0.3 4.2 17.4 25.1 15.1
ICICI Pru Focused. Blue -Direct (G) Not Ranked
735.53 -1.1 2.6 14.8 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 29, 15)

Equity Sector Value
(Rs cr)
Asset %
Jyothy Labs Cons NonDurable 1.08 4.90
Dewan Housing Banking/Finance 1.06 4.80
Larsen Engineering 1.06 4.80
HCL Tech Technology 1.03 4.67
Bharat Forge Manufacturing 1.00 4.55
Maruti Suzuki Automotive 0.95 4.29
Britannia Food & Beverage 0.94 4.26
Sun Pharma Pharmaceuticals 0.87 3.94
Aurobindo Pharm Pharmaceuticals 0.82 3.73
ICICI Bank Banking/Finance 0.78 3.52

Full Portfolio

Sector Allocation (May 29, 15)

Sector %

1-Year

HighLow

Banking/Finance 19.95 34.82 17.64
Engineering 12.06 15.54 6.05
Technology 10.61 12.78 10.06
Pharmaceuticals 10.12 12.69 7.13
Automotive 7.47 13.09 7.47
Chemicals 6.06 9.62 1.02

View All Sectors

Asset Allocation (%)(May 29, 15)

Equity 94.17
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 5.84

View All

Concentration

Holdings (%)
Top 5 23.72
Top 10 43.46
Sector (%)
Top 3 42.62

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