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Partner With Us NRI

Jan 30, 2023


Category

Equity

AUM (Cr.)

98.15

Exit Load (%)

1.00

Min Inv Lumpsum

500

Expense Ratio

0.00

Sharpe Ratio

3.01

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) -3.58 2.19 1.59 9.04 6.49 9.63
Benchmark - Nifty 100 TRI -3.65 4.54 2.96 14.08 10.29 0
Category Average - BEST EQUITY PERFORMERS -3.02 1.89 0.99 12.51 8.73 11.89
Category Rank 6/8 7/8 8/8 10/8 9/8 8/8
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
AXIS Bluechip Fund (G) 42.0500 0.62 -5.06 9.28 10.35 35,197.66 1.59 500.00 invest
LIC MF Large Cap Fund (G) 39.2371 0.43 -2.05 10.00 8.77 683.12 0.00 5,000.00 invest
Bank of India Bluechip Fund (G) 10.2600 0.39 -2.29 0.00 0.00 124.88 2.57 5,000.00 invest
Bank of India Bluechip Fund (IDCW) 10.2600 0.39 -2.29 0.00 0.00 124.88 2.57 5,000.00 invest
Franklin India Bluechip Fund - (IDCW) 37.8435 -95.03 -1.43 12.98 7.40 6,495.35 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-HDFC Bank Dec 31, 2022 8.98 9.15 -0.22
Equity-ICICI Bank Dec 31, 2022 8.91 9.08 -5.75
Equity-Reliance Industr Dec 31, 2022 8.57 8.73 -1.21
Equity-Infosys Dec 31, 2022 6.60 6.72 -2.10
Reverse Repo-C C I Dec 31, 2022 5.05 5.14 5.19
Equity-H D F C Dec 31, 2022 5.03 5.12 -1.30
Equity-Larsen & Toubro Dec 31, 2022 4.95 5.05 -4.21
Equity-St Bk of India Dec 31, 2022 4.81 4.91 -6.33
Equity-Hind. Unilever Dec 31, 2022 3.62 3.69 -3.84
Equity-Bharti Airtel Dec 31, 2022 3.46 3.52 -2.45

latest news

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

Indiabulls Mutual Fund Announces change in Key Personnel

Indiabulls Mutual Fund has announced that Ms. Jill Harsh Ghatalia has been ...

Oct 04, 2022 09:50

Indiabulls Mutual Fund Announces Appointment of Key Personnel

Indiabulls Mutual Fund has announced that Mr. Ganesh P Binjola has been app...

Sep 29, 2022 10:20

Indiabulls Liquid Fund change in Risk-O-Meter

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

Sep 13, 2022 11:01

Indiabulls Mutual Fund Announces Resignation of Key Personnel

Indiabulls Mutual Fund has announced that Jayraj Panchal, Chief Risk Office...

Aug 23, 2022 10:29

Indiabulls Mutual Fund Announces Resignation of Key Personnel

Indiabulls Mutual Fund has announced that Siddharth Shah, Dealer-Fixed Inco...

Jul 07, 2022 10:05

SCHEME DETAILS

AMC Name : Indiabulls Mutual Fund
Fund Name : Indiabulls Bluechip Fund (IDCW-Q)
Contact Persone : Sumit Bhatnagar
Registered Address : 19th floor,Tower 1, One InternationalCenter, Prabhadevi(West)Mumbai - 400013
Telephone No : 022-61891328
Fax No. : 022-61891320
Email : customercare:indiabullsamc.com
Website : www.indiabullsamc.com