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Indiabulls Blue Chip Fund (G) SET SMS ALERT

11.690
0.15 (1.30%)
NAV as on Apr-17-2014

Fund Family Indiabulls Mutual Fund

Fund Class Large Cap

ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on Apr-17-2014)

Period Returns (%) Rank #
1 mth 3.2 122
3 mth 6.0 122
6 mth 7.3 131
1 year 13.3 136
2 year 11.1 53
3 year - -
5 year - -

# Moneycontrol Rank within 149 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 4.9 - - - -
2013 -5.2 2.9 -3.9 7.8 3.1
2012 -5.6 - 8.2 3.4 6.1

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 3.2 6.0 7.3 13.3 11.1 -- --
Category avg 4.2 7.3 10.4 17.1 6.5 3.1 6.4
Difference of Fund returns and Category returns -1.0 -1.3 -3.1 -3.8 4.6 -- --
Best of category 10.2 16.3 26.4 27.8 18.8 11.8 23.8
Worst of category 1.7 -67.4 -67.0 -65.8 6.1 1.7 9.1
Benchmark returns # 4.0 8.3 12.1 19.2 13.2 5.8 14.9
Difference of Fund returns and Benchmark returns -0.8 -2.3 -4.8 -5.9 -2.1 -- --
# Benchmark Index: CNX NIFTY

Investment Info

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.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Feb 03, 2012
Benchmark CNX NIFTY
Asset Size (Rs cr) 5.09 (Dec-31-2013)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Sumit Bhatnagar
View performance of schemes managed by the Fund Manager
Notes N.A

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

Regd. Office 11th Fl, Tower-1, Indiabulls Finance Centre, S B Marg, Elphinstone (W), Mumbai, 400013
Tel. No. 022 -30866253
Fax No. 022 - 66589925
Email customercare@indiabullsmf.com
Website http://www.indiabullsmf.com/

Peer Comparison

Large Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Top 200 Fund (G) Rank 4
10,309.58 12.1 18.5 19.6 6.8 19.9
ICICI Pru Focused Bluechip Eqty (G) Rank 2
4,570.93 7.4 10.7 21.8 8.9 21.3
ICICI Pru Focused. Blue -Direct (G) Not Ranked
123.74 7.5 11.2 22.7 -- --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
9.91 7.6 11.2 22.9 9.8 22.3
Franklin India Bluechip (G) Rank 3
4,158.46 6.5 9.6 14.3 6.2 17.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 14)

Equity Sector Value
(Rs cr)
Asset %
ITC Tobacco 0.47 7.89
ICICI Bank Banking/Finance 0.35 6.00
HDFC Bank Banking/Finance 0.33 5.66
TCS Technology 0.33 5.58
HDFC Banking/Finance 0.33 5.54
Reliance Oil & Gas 0.32 5.41
Tata Motors Automotive 0.25 4.23
Larsen Engineering 0.24 4.03
Sun Pharma Pharmaceuticals 0.17 2.94
ONGC Oil & Gas 0.16 2.71

Full Portfolio

Sector Allocation (Feb 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 24.13 29.47 24.13
Oil & Gas 10.79 15.68 10.79
Automotive 9.53 9.53 7.30
Technology 9.13 16.19 9.13
Tobacco 7.89 9.91 7.89
Pharmaceuticals 7.35 7.35 4.17

View All Sectors

Asset Allocation (%)(Feb 28, 14)

Equity 85.71
Others 0.16
Debt 0.00
Mutual Funds N.A
Money Market 5.41
Cash / Call 8.73

View All

Concentration

Holdings (%)
Top 5 30.67
Top 10 49.99
Sector (%)
Top 3 44.45

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