Indiabulls Bluechip Direct Dividend Monthly-0.08%

4Groww
15.02%
1 Year Return
Equity
Large Cap
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

Indiabulls Bluechip Direct Dividend Monthly

RiskHigh
Min SIP Amount₹500
Expense Ratio1.03%
NAV10.97 (21 Nov 2019)
Fund Started03 Mar 2017
Fund Size191 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Indiabulls Bluechip Direct Dividend Monthly
15.0%
16.5%
11.2%
12.7%
Category Average
0.2%
8.6%
11.1%
-
Rank within category
20
15
6
-
*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 15.0% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity12.1%
    HDFC Bank Ltd.FinancialEquity11.2%
    ICICI Bank Ltd.FinancialEquity9.5%
    Tata Consultancy Services Ltd.TechnologyEquity7.9%
    Housing Development Finance Corpn. Ltd.FinancialEquity6.5%
    Axis Bank Ltd.FinancialEquity6.2%
    Kotak Mahindra Bank Ltd.FinancialEquity5.3%
    Larsen & Toubro Ltd.ConstructionEquity4.8%
    ITC Ltd.FMCGEquity4.7%
    State Bank of IndiaFinancialEquity3.8%
    See All

    Fund Managers

    addVeekesh Gandhi
    Education
    Mr. Gandhi has done MBA & M.Com
    Experience
    Prior to joining Indiabulls Mutual Fund, he has worked with DSP Merrill Lynch Ltd. as Equity Research Analyst, SSKI Securities as Banking and Strategy Analyst and Motilal Oswal Securities as Equity Research Analyst.
    Funds Managed

    Other Details

    Indiabulls Bluechip Direct Dividend Monthly is a Equity Mutual Fund Scheme launched by Indiabulls Mutual Fund. This scheme was introduced to investors on 03 Mar 2017. Sumit Bhatnagar is the Current Fund Manager of Indiabulls Bluechip Direct Dividend Monthly.The fund currently has an Asset Under Management(AUM) of ₹191 Cr and the Latest NAV as of 21 Nov 2019 is ₹10.97.

    The Indiabulls Bluechip Direct Dividend Monthly is rated High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. Exit load of 1%, if redeemed within 7 days..

    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.

    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
    23 Mar 2011
    Indiabulls Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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