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Partner With Us NRI

May 20, 2022


Category

Equity

AUM (Cr.)

95.18

Exit Load (%)

1.00

Min Inv Lumpsum

500

Expense Ratio

0.00

Sharpe Ratio

9.29

Beta Ratio

0.00

Fund Manager

Sumit Bhatnagar

Inception Date

Mar 09, 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

Period(Year)

Amount

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Indiabulls Bluechip Fund (IDCW-Q) -5.09 -10.76 6.38 7.03 7.86 9.21
Benchmark - Nifty 100 TRI -5.72 -8.36 9.99 12.76 12.44 0
Category Average - BEST EQUITY PERFORMERS -5.91 -11 7.01 11.07 9.88 12.83
Category Rank 1/7 9/7 10/7 10/7 9/7 7/7
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
PGIM India Large Cap Fund (G) 220.5000 2.83 0.49 8.99 8.38 358.41 2.52 5,000.00 invest
Sundaram Large Cap Fund - Regular (IDCW) 12.6830 2.66 1.45 0.00 0.00 3,037.77 1.91 100.00 invest
Sundaram Large Cap Fund - Regular (G) 13.6122 2.66 8.88 0.00 0.00 3,037.77 1.91 100.00 invest
IDBI India Top 100 Equity Fund (G) 36.3200 2.66 10.90 14.83 9.90 573.92 0.00 5,000.00 invest
Franklin India Bluechip Fund - (IDCW) 39.1299 -94.35 1.94 10.94 8.58 6,257.04 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 Apr 30, 2022 9.59 10.07 -2.49
Equity-Reliance Industr Apr 30, 2022 9.38 9.86 -7.20
Equity-HDFC Bank Apr 30, 2022 6.94 7.29 -5.48
Equity-Infosys Apr 30, 2022 6.47 6.79 -10.35
Reverse Repo-C C I Apr 30, 2022 5.40 5.67 89.49
Equity-H D F C Apr 30, 2022 4.92 5.17 -6.26
Equity-Larsen & Toubro Apr 30, 2022 4.70 4.94 -3.77
Equity-St Bk of India Apr 30, 2022 4.39 4.61 -4.13
Equity-TCS Apr 30, 2022 3.82 4.02 -3.15
Equity-IDBI Bank Apr 30, 2022 3.24 3.41 -4.33

latest news

Indiabulls Mutual Fund Announces Appointment of Key Personnel

Indiabulls Mutual Fund has announced that Jayraj Panchal has been appointed...

Mar 30, 2022 10:04

Indiabulls Mutual Fund Announces Resignation of Key Personnel

Indiabulls Mutual Fund has announced that Harish Shah, Dealer-Fixed Income ...

Feb 17, 2022 08:59

Indiabulls Mutual Fund Announces Appointment of Key Personnel

Indiabulls Mutual Fund has announced that Siddharth Shah shall be appointed...

Feb 02, 2022 12:23

Indiabulls MF Announces change in benchmark index under two schemes

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

Dec 07, 2021 10:38

Indiabulls Mutual Fund Announces Appointment of Key Personnel

Indiabulls Mutual Fund has announced that Santosh Kumar Sidiri shall be app...

Aug 31, 2021 11:55

Indiabulls MF Announces Appointment of Independent Directors

Indiabulls Mutual Fund has announced that Shiva Kirti Singh and Sanjay Jain...

Aug 26, 2021 12:55

SCHEME DETAILS

AMC Name : Indiabulls Mutual Fund
Fund Name : Indiabulls Bluechip Fund (IDCW-Q)
Contact Persone : Sumit Bhatnagar
Registered Address : 04th floor ,one international centretower-1,senapati bapat marg,prabhadevi(west) Mumbai 400013
Telephone No : 022-61891300
Fax No. : 022-61891320
Email : customercare:indiabullsamc.com
Website : www.indiabullsamc.com