Indiabulls Bluechip Direct Fund Dividend+1.05%

4.80%
1 Year Return
Equity
Large Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Indiabulls Bluechip Direct Fund Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.03%
NAV15.07 (26 Nov 2020)
Fund Started01 Jan 2013
Fund Size125 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
4.8%
6.6%
11.6%
11.6%
Category Average
7.9%
7.1%
10.6%
-
Rank Within Category
56
36
16
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 4.8% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity10.9%
    Reliance Industries Ltd.EnergyEquity10.4%
    Tata Consultancy Services Ltd.TechnologyEquity8.1%
    Housing Development Finance Corpn. Ltd.FinancialEquity7.6%
    ICICI Bank Ltd.FinancialEquity6.6%
    Hindustan Unilever Ltd.FMCGEquity4.5%
    Bajaj Finance Ltd.FinancialEquity4.0%
    Yes Bank Ltd.FinancialEquity3.6%
    Larsen & Toubro Ltd.ConstructionEquity3.5%
    Axis Bank Ltd.FinancialEquity3.3%
    See All

    Fund Managers

    Veekesh Gandhi
    keyboard_arrow_down
    Rajeev Desai
    keyboard_arrow_down

    Indiabulls Bluechip Direct Fund Dividend Details

    Indiabulls Bluechip Direct Fund Dividend 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 Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹125 Cr and the Latest NAV as of 26 Nov 2020 is ₹15.07.

    The Indiabulls Bluechip Direct Fund Dividend is rated Moderately 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
    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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