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Partner With Us NRI

May 29, 2023


Category

Equity

AUM (Cr.)

94.45

Exit Load (%)

1.00

Min Inv Lumpsum

500

Expense Ratio

0.00

Sharpe Ratio

3.90

Beta Ratio

0.00

Fund Manager

Anupam Tiwari

Inception Date

Mar 06, 2017

Risk Level

Very High

Investment Objective

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. However there can be no assurance that the investment objective of the scheme will be achieved.

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Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Indiabulls Bluechip Fund (IDCW-M) 2.69 -1.35 13.1 20.7 8.76 9.28
Benchmark - Nifty 100 TRI 4.45 -1.07 13.78 27.32 12.29 0
Category Average - BEST EQUITY PERFORMERS 3.42 0.27 14.32 23.31 11.03 12.47
Category Rank 9/8 10/8 10/8 10/8 9/8 8/8
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
LIC MF Large Cap Fund (G) 41.0822 0.77 10.56 20.42 10.33 666.51 0.00 5,000.00 invest
Quant Large Cap Fund (IDCW) 9.8664 0.70 0.00 0.00 0.00 279.31 2.33 5,000.00 invest
Quant Large Cap Fund (G) 9.8683 0.70 0.00 0.00 0.00 279.31 2.33 5,000.00 invest
ITI Large Cap Fund (IDCW) 12.4987 0.66 13.80 0.00 0.00 205.89 2.34 5,000.00 invest
Franklin India Bluechip Fund - (IDCW) 39.6056 -95.02 10.16 23.17 9.75 6,381.50 0.00 5,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-ICICI Bank May 15, 2023 9.13 9.53 3.06
Equity-HDFC Bank May 15, 2023 8.99 9.39 -0.70
Equity-Reliance Industr May 15, 2023 6.44 6.73 -25.82
Equity-St Bk of India May 15, 2023 4.77 4.98 0.62
Equity-Larsen & Toubro May 15, 2023 4.73 4.94 -4.97
Equity-ITC May 15, 2023 4.66 4.87 0.53
Equity-H D F C May 15, 2023 4.64 4.85 0.32
Equity-Axis Bank May 15, 2023 4.58 4.78 6.49
Equity-Infosys May 15, 2023 4.50 4.70 0.45
Equity-Hind. Unilever May 15, 2023 3.77 3.94 8.34

latest news

Indiabulls MF Announces change in fund managers under schemes

Indiabulls Mutual Fund has announced change in fund managers under the foll...

May 11, 2023 13:04

Indiabulls Mutual Fund Announces Appointment of Key Personnel

Indiabulls Mutual Fund has announced that Mr. Varun Gupta has been appointe...

May 05, 2023 10:55

Indiabulls MF Announces Change In Risk-O-Meter Under two Schemes

Indiabulls Mutual Fund has announced change in Risk-O-Meter under the follo...

Apr 07, 2023 07:42

Indiabulls MF Announces change in benchmark index under its schemes

Indiabulls Mutual Fund has announced change the benchmark index for the fol...

Mar 24, 2023 11:50

Indiabulls Mutual Fund Announces Appointment of Key Personnel

Indiabulls Mutual Fund has announced that Ms. Siddhi Vakharia has been appo...

Feb 07, 2023 10:16

Indiabulls Liquid Fund change in Risk-O-Meter

Indiabulls Mutual Fund has announced change in Risk-O-Meter of Indiabulls L...

Nov 09, 2022 08:46

SCHEME DETAILS

AMC Name : Indiabulls Mutual Fund
Fund Name : Indiabulls Bluechip Fund (IDCW-M)
Contact Persone : Anupam Tiwari
Registered Address : Floor 12 A, Tower 2 A, One WorldCenter, Jupiter Mills CompoundSenapati Bapat Marg, Mumbai - 400013
Telephone No : 022-69744435
Fax No. :
Email : iro:growwmf.in
Website : www.indiabullsamc.com