SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Large Cap > Indiabulls Mutual Fund > Indiabulls Blue Chip Fund (G)

Indiabulls Blue Chip Fund (G)

PLAN: Regular OPTIONS: Growth
14.090 0.08 (0.57%)

NAV as on 22 Dec, 2014

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Indiabulls Mutual Fund FUND CLASS : Large Cap
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) 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 22 Dec, 2014)

Period Returns (%) Rank #
1 mth -1.3 48
3 mth 4.5 93
6 mth 12.2 100
1 year 27.9 133
2 year 15.7 128
3 year - -
5 year - -

# Moneycontrol Rank within 148 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 4.9 11.4 3.2 - -
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 -1.3 4.5 12.2 27.9 15.7 -- --
Category avg -1.5 5.2 14.4 39.6 20.9 11.6 5.4
Difference of Fund returns and Category returns 0.2 -0.7 -2.2 -11.7 -5.2 -- --
Best of category 1.2 10.3 27.1 68.0 28.4 33.9 17.2
Worst of category -3.0 0.7 4.2 17.4 9.2 10.5 4.5
Benchmark returns # -2.4 2.2 11.1 32.5 19.2 20.7 10.8
Difference of Fund returns and Benchmark returns 1.1 2.3 1.1 -4.6 -3.5 -- --
# 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) 7.24 (Sep-30-2014)
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
12,276.81 5.6 12.2 46.8 25.7 14.0
HDFC Top 200 Fund - Direct (G) Not Ranked
523.43 5.7 12.6 47.7 -- --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.02 6.1 16.0 42.5 26.0 17.2
ICICI Pru Focused Bluechip Eqty (G) Rank 3
6,675.86 6.0 15.6 41.5 24.9 16.3
ICICI Pru Focused. Blue -Direct (G) Not Ranked
432.83 6.2 16.0 42.5 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 14)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 0.82 6.12
ICICI Bank Banking/Finance 0.82 6.12
Larsen Engineering 0.62 4.62
Larsen Engineering 0.62 4.62
Tata Motors Automotive 0.61 4.54
Tata Motors Automotive 0.61 4.54
HCL Tech Technology 0.57 4.19
HCL Tech Technology 0.57 4.19
Dewan Housing Banking/Finance 0.51 3.75
Dewan Housing Banking/Finance 0.51 3.75

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 53.04 34.82 24.13
Technology 23.14 16.19 9.13
Engineering 21.44 10.72 4.03
Automotive 18.22 13.09 8.17
Pharmaceuticals 15.48 10.80 5.82
Oil & Gas 11.52 11.36 5.66

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 95.37
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.63

View All

Concentration

Holdings (%)
Top 5 26.02
Top 10 46.44
Sector (%)
Top 3 97.62

News & Videos

News

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.