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Indiabulls Bluechip Direct Fund IDCW-0.11%

48.76%
1 Year Return
Equity
Large Cap
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Indiabulls Bluechip Direct Fund IDCW

RiskVery High
Min SIP Amount₹500
Expense Ratio1.03%
NAV₹16.40 (07 May 2021)
Fund Started01 Jan 2013
Fund Size112 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
48.8%
8.2%
13.5%
12.7%
Category Average
50.8%
10.2%
12.9%
-
Rank Within Category
63
50
43
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 48.8% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 1.03%
Cons
1. 1Y Returns are lower than the category average returns
2. 3Y Returns are lower than the category average returns
3. 5Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Reliance Industries Ltd.EnergyEquity11.3%
HDFC Bank Ltd.FinancialEquity9.9%
Tata Consultancy Services Ltd.TechnologyEquity7.9%
Housing Development Finance Corpn. Ltd.FinancialEquity7.7%
ICICI Bank Ltd.FinancialEquity6.2%
Hindustan Unilever Ltd.FMCGEquity4.9%
Yes Bank Ltd.FinancialEquity4.5%
Axis Bank Ltd.FinancialEquity3.9%
State Bank of IndiaFinancialEquity3.4%
Infosys Ltd.TechnologyEquity3.0%
See All

Fund Managers

Sumit Bhatnagar
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Veekesh Gandhi
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Rajeev Desai
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Indiabulls Bluechip Direct Fund IDCW Details

Indiabulls Bluechip Direct Fund IDCW is a Equity Mutual Fund Scheme launched by Indiabulls Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Sumit Bhatnagar is the Current Fund Manager of Indiabulls Bluechip Direct Fund IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹112 Cr and the Latest NAV as of 07 May 2021 is ₹16.40.

The Indiabulls Bluechip Direct Fund IDCW is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500. Exit load of 1%, if redeemed within 7 days.

Investment Objective

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.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Scheme Information Document(SID)

₹500
Min for First Investment
₹500
Min for Second Investment
Exit load of 1%, if redeemed within 7 days.
Exit Load

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About Indiabulls Mutual Fund

Address
11th Floor, Indiabulls Finance Centre Tower-1, Senapati Bapat Marg, Elphinstone (West) Mumbai - 400013.
Phone
022-61891300
Launch Date
24 Mar 2011
Website
NA
Indiabulls Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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