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you are here: Moneycontrol Mutual Funds Large Cap Fund Indiabulls Mutual Fund Indiabulls Blue Chip Fund - Direct Plan (G)

Indiabulls Blue Chip Fund - Direct Plan (G)

Plan: Direct | Option: Growth | Type : Open-Ended | AMFI Code: 119133
22.170 0.11 ( 0.50 %)
NAV as on 18 Dec, 2018
Crisil MF Rank
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MODERATELY HIGH
FUND CLASS
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Good performance in the category

The scheme is ranked 2 in Large Cap Fund category by Crisil (for quarter ended Sep 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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Returns (NAV as on Dec 18, 2018)
Period Returns(%) Rank#
1 Month 2.9 22
3 Months -1.6 17
6 Months 1.3 15
1 Year 3.1 10
2 Years 17.1 7
3 Years 13.9 10
5 Years 14.9 26

# Moneycontrol Rank within 73 Large Cap Fund Schemes

*Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -3.1 0.5 1.0 - -
2017 13.8 3.3 2.9 8.9 35.3
2016 -4.0 8.2 7.8 -7.8 5.9
2015 5.2 -4.7 2.9 -0.5 5.0
2014 5.2 11.8 3.5 6.9 30.3
2013 -5.8 3.1 -3.7 8.0 3.2

View where it stands within its peers

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Performance

Fund returns v/s Category average (Large Cap Fund)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 2.9 -1.6 1.3 3.1 17.1 13.9 14.9
Category average 1.6 -4.6 -1.5 -0.2 13.1 10.3 14
Difference of Fund returns and Category returns 1.3 3 2.8 3.3 4 3.6 0.9
Best of Category 4.5 -0.4 3.9 10.2 23 16.8 23
Worst of Category -4.1 -8.7 -5.4 -6.9 7.5 6 9.4
Benchmark returns # 1.3 -3.3 1 5 16 12 11.9
Difference of Fund returns and Benchmark returns 1.6 1.7 0.3 -1.9 1.1 1.9 3
# Benchmark Index: Nifty 50

Investment Information

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

Registrars
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
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan (G) 5,143.38 228.5 -2.6 0.0 -0.1 12.7 16.3
SBI Blue Chip Fund - Direct Plan (G) 5,161.74 39.3 -2.8 -2.5 -1.7 11.3 17.3
SBI Blue Chip Fund (G) 14,819.32 37.3 -3.1 -3.0 -2.8 10.0 16.2
Reliance Large Cap Fund - Retail Plan (G) 9,440.48 33.2 -2.2 2.6 0.8 12.8 17.6
Reliance Large Cap Fund - Direct Plan (G) 1,265.54 35 -2.0 3.1 1.9 14.1 18.7
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Nov 30, 2018
Company Sector Value %Assets
HDFC Bank Banking/Finance 37.18 9.53
HDFC Banking/Finance 30.74 8.17
Reliance Oil & Gas 31.88 7.87
TCS Technology 20.10 5.15
Kotak Mahindra Banking/Finance 17.53 4.96
Larsen Engineering 19.35 4.49
Maruti Suzuki Automotive 14.01 3.59
ICICI Bank Banking/Finance 12.10 3.42
HUL Cons NonDurable 11.42 3.10
M&M Automotive 13.35 2.92
Asset Allocation (%) As on Nov 30, 2018
Equity 90.11
Others 4.66
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 5.25
Sector Allocation (%) As on Nov 30, 2018
Sector %
Banking/Finance 30.87
Oil & Gas 13.54
Automotive 8.23
Technology 7.67
Engineering 6.33
Food & Beverage 4.91
Concentration As on Nov 30, 2018
Holdings %
Top 5 35.68
Top 10 90.11
Sectors %
Top 3
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