28.29
35.14
1
1 Lakh
Investment Grown to₹ 10000
Monthly SIP Grown toSuitability:
"When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other large-cap fund, if you need to redeem your investment in less than five years.
Taxability of earnings:
Capital gains
Dividends
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| YTD | 1-Day | 1-W | 1-M | 3-M | 6-M | 1-Y | 3-Y | 5-Y | 7-Y | 10-Y | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Indiabulls Bluechip Direct-G | -9.30 | -2.72 | 0.17 | -6.57 | -8.55 | -12.46 | 4.21 | 9.00 | 8.92 | 10.47 | -- |
| S&P BSE 100 TRI | -7.94 | -2.67 | 0.18 | -7.19 | -7.49 | -10.36 | 7.04 | 13.45 | 12.05 | 11.07 | -- |
| Equity: Large Cap | -9.55 | -2.58 | 0.27 | -7.62 | -8.13 | -11.59 | 5.44 | 12.66 | 10.81 | 10.33 | -- |
| Rank within category | 41 | 75 | 41 | 16 | 58 | 59 | 51 | 57 | 43 | 23 | -- |
| Number of funds in category | 82 | 91 | 91 | 91 | 86 | 81 | 71 | 60 | 50 | 49 | 0 |
As on 19-May-2022
| Fund name | Rating | Launch Date | 1-Year Return | 3-Year Return | 5-Year Return | Expense Ratio | Assets (Cr) |
|---|---|---|---|---|---|---|---|
| Indiabulls Bluechip Fund - Direct Plan | |
Jan-13 | 4.21 | 9.00 | 8.92 | 1.03% | 95 |
| Axis Bluechip Fund - Direct Plan |  |
Jan-13 | 0.57 | 12.81 | 14.16 | 0.47% | 34,909 |
| Mirae Asset Large Cap Fund - Direct Plan | Invest Online |  |
Jan-13 | 6.27 | 13.49 | 12.24 | 0.62% | 31,722 |
| ICICI Prudential Bluechip Fund - Direct Plan | Invest Now | |
Jan-13 | 8.86 | 13.84 | 11.96 | 1.08% | 31,235 |
| UTI Mastershare Fund - Direct Plan | Invest Online | |
Jan-13 | 5.85 | 14.50 | 11.88 | 0.91% | 9,669 |
| Best Performance | Worst Performance | |||
|---|---|---|---|---|
| Return (%) | Period | Return (%) | Period | |
| Week | 10.39 | 03-Sep-2013 - 10-Sep-2013 | -18.05 | 11-Mar-2020 - 18-Mar-2020 |
| Month | 18.32 | 23-Mar-2020 - 22-Apr-2020 | -35.88 | 20-Feb-2020 - 23-Mar-2020 |
| Quarter | 28.63 | 23-Mar-2020 - 22-Jun-2020 | -36.46 | 23-Dec-2019 - 23-Mar-2020 |
| Year | 75.78 | 23-Mar-2020 - 23-Mar-2021 | -29.91 | 22-Mar-2019 - 23-Mar-2020 |
| Mean | Std Dev | Sharpe | Sortino | Beta | Alpha | |
|---|---|---|---|---|---|---|
| Indiabulls Bluechip Direct-G | 12.71 | 21.09 | 0.44 | 0.46 | 0.97 | -3.64 |
| S&P BSE 100 TRI | 16.78 | 21.38 | 0.62 | 0.71 | -- | -- |
| Equity: Large Cap | 15.90 | 20.87 | 0.60 | 0.68 | 0.95 | -0.27 |
| Rank within category | 59 | 29 | 57 | 57 | 28 | 57 |
| Number of funds in category | 60 | 60 | 60 | 60 | 60 | 60 |
The Risk Measures have been calculated using calendar month returns for the last three years.
As on 30-Apr-2022
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| Number of Stocks | 39 |
| Top 10 Stocks (%) | 59.08 |
| Top 5 Stocks (%) | 39.18 |
| Top 3 Sectors (%) | 64.23 |
| Portfolio P/B Ratio | 2.90 |
| Portfolio P/E Ratio | 24.55 |
| Fund | Category | |
|---|---|---|
| Average Mkt Cap (Rs Cr) | 3,00,700 | 2,81,490 |
| Giant (%) | 77.37 | 64.71 |
| Large (%) | 10.96 | 27.66 |
| Mid (%) | 9.05 | 10.05 |
| Small (%) | 2.62 | 2.14 |
| Tiny (%) | -- | -- |
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Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 30-Apr-2022
— Sumit Bhatnagar since 05-May-2021
Education: Mr. Bhatnagar is an MBA (Investment Management) from University of Toronto, Canada and CFA Charter (USA).
Experience: Prior to joining Indiabulls Mutual Fund he has worked with SEBI.
Funds Managed:
The scheme seeks to achieve long-term appreciation from a portfolio that invests predominantly in equity and equity related securities of blue chip large cap companies.
| Min. Investment (₹) | 500 |
| Min. Addl Investment (₹) | 500 |
| Min. SIP Investment (₹) | 500 |
| Min. No of Cheques | 12 |
| Min. Withdrawal (₹) | 500 |
| Min. Balance (₹) | 5,000 |
| Lock-in Period | Not Applicable |
| Exit Load | 1% for redemption within 7 days |
| Fund House: | Indiabulls Mutual Fund |
| Launch Date: | 01-Jan-2013 |
| Return Since Launch: | 11.40% |
| Benchmark: | NIFTY 100 TRI |
| Riskometer: | Very High |
| Type: | Open-ended |
| Assets: | ₹ 95 Cr (As on 30-Apr-2022) |
| Expense: | 1.03% (As on 31-Mar-2022) |
| Risk Grade: | Above Average |
| Return Grade: | Below Average |
| Turnover: | 60.00% |
| Plan | Record Date | Dividend (₹ / Unit) | |||||
|---|---|---|---|---|---|---|---|
| IDCW | 19-Jun-2017 | 5.2500 | |||||
| |||||||
AMC: Indiabulls Asset Management Company Ltd.
Address: Indiabulls Finance Centre - 11th Floor, Tower 01 Senapati Bapat Marg, Elphinstone (Road), Mumbai - 400013
Phone: 022-61891300 / 1800-2666-002
Website: http://www.indiabullsamc.com
Registrar & Transfer Agent: KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad - 500016
Phone: 040-44857874
Email: [email protected]
Website: www.karvymfs.com
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Friday, 27-May-2022
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