Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -5.2 | 55 |
| 3 mth | -7.4 | 70 |
| 6 mth | - | - |
| 1 year | - | - |
| 2 year | - | - |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 84 Large Cap Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2012 | -5.5 | - | - | - | - |
* 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 | -5.2 | -7.4 | -- | -- | -- | -- | -- |
| Category avg | -4.5 | -5.2 | 1.7 | -6.9 | 0.4 | 6.0 | 2.0 |
| Difference of Fund returns and Category returns | -0.7 | -2.2 | -- | -- | -- | -- | -- |
| Best of category | 0.2 | 1.7 | 9.5 | 0.3 | 8.4 | 15.5 | 12.5 |
| Worst of category | -8.8 | -8.7 | -4.1 | -16.6 | -14.7 | -9.6 | -2.0 |
| Benchmark returns # | -5.4 | -6.8 | 4.5 | -8.0 | 1.2 | 5.1 | 3.0 |
| Difference of Fund returns and Benchmark returns | 0.2 | -0.6 | -- | -- | -- | -- | -- |
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 | Dividend |
| Launch date | Feb 03, 2012 |
| Benchmark | S&P CNX NIFTY |
| Asset Size (Rs cr) | 0.99 (Mar-31-2012) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. View Dividend History |
| Bonus | N.A. |
| Fund Manager | Aviral Gupta / Amarjeet Singh / 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 (%) | |||
| Franklin India Bluechip (G) | Rank 2 |
4,516.35 | -6.9 | 0.5 | -5.6 | 12.0 | 7.4 |
| DSP-BR Top 100 Equity - IP (G) | Not Ranked |
139.06 | -6.2 | 4.0 | -4.5 | 11.7 | 5.6 |
| DSP-BR Top 100 Equity - RP (G) | Rank 2 |
3,109.35 | -6.3 | 3.8 | -4.9 | 11.2 | 8.0 |
| Fidelity Equity Fund (G) | Rank 1 |
3,401.12 | -6.0 | 0.1 | -7.8 | 13.3 | 6.5 |
| Kotak 50 (G) | Rank 3 |
828.44 | -6.3 | -0.4 | -7.7 | 7.8 | 4.6 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| ITC | Tobacco | - | 8.94 |
| Reliance | Oil & Gas | - | 8.14 |
| ICICI Bank | Banking/Finance | - | 6.57 |
| HDFC Bank | Banking/Finance | - | 6.29 |
| HDFC | Banking/Finance | - | 6.24 |
| Larsen | Engineering | - | 4.62 |
| SBI | Banking/Finance | - | 3.89 |
| TCS | Technology | - | 3.30 |
| Tata Motors | Automotive | - | 3.25 |
| Bharti Airtel | Telecom | - | 2.25 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 22.99 | 22.99 | 17.25 |
| Tobacco | 8.94 | 8.94 | 7.81 |
| Oil & Gas | 8.14 | 8.84 | 7.75 |
| Engineering | 4.62 | 4.66 | 3.53 |
| Technology | 3.30 | 11.74 | 3.30 |
| Automotive | 3.25 | 3.25 | 2.67 |
| Equity | 53.49 |
| Others | 39.18 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 7.33 |
| Holdings | (%) |
|---|---|
| Top 5 | 36.18 |
| Top 10 | 53.49 |
| Sector | (%) |
|---|---|
| Top 3 | 40.07 |
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
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