Indiabulls Bluechip Direct Dividend Quarterly+1.60%

4
-10.37%
1 Year Return
Equity
Large Cap
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Indiabulls Bluechip Direct Dividend Quarterly

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.03%
NAV12.14 (06 Jul 2020)
Fund Started02 Mar 2017
Fund Size123 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Indiabulls Bluechip Direct Dividend Quarterly
-10.4%
3.0%
7.3%
9.6%
Category Average
-16.9%
0.9%
7.0%
-
Rank within category
56
35
5
-
*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 -10.4% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio - 1.03%
    2. 1Y Returns are higher than the category average returns
    3. 3Y Returns are higher than the category average returns
    4. 5Y Returns are higher than the category average returns
    Cons
    1. Risk-adjusted returns are lower compared to the category

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity11.3%
    HDFC Bank Ltd.FinancialEquity9.4%
    Housing Development Finance Corpn. Ltd.FinancialEquity7.2%
    Tata Consultancy Services Ltd.TechnologyEquity7.0%
    ICICI Bank Ltd.FinancialEquity5.7%
    Larsen & Toubro Ltd.ConstructionEquity4.7%
    Hindustan Unilever Ltd.FMCGEquity4.6%
    Axis Bank Ltd.FinancialEquity4.2%
    ICICI Lombard General Insurance Company Ltd.FinancialEquity3.2%
    Britannia Industries Ltd.FMCGEquity3.1%
    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
    addRajeev Desai
    Education
    Mr. Desai has done PGDBM (Finance) and B.E. (Mech).
    Experience
    Prior to joining Indiabulls Mutual Fund, he has worked with Systematix Shares & Stocks (I) Ltd, IFCI Financial Services Ltd., IDFC Securities Ltd. (earlier IDFC SSKI Securities Ltd.), Batliboi Ltd., Blue Star Ltd., Contec Airflow India Pvt. Ltd.
    Funds Managed

    Indiabulls Bluechip Direct Dividend Quarterly Details

    Indiabulls Bluechip Direct Dividend Quarterly is a Equity Mutual Fund Scheme launched by Indiabulls Mutual Fund. This scheme was made available to investors on 02 Mar 2017. Sumit Bhatnagar is the Current Fund Manager of Indiabulls Bluechip Direct Dividend Quarterly fund.The fund currently has an Asset Under Management(AUM) of ₹123 Cr and the Latest NAV as of 06 Jul 2020 is ₹12.14.

    The Indiabulls Bluechip Direct Dividend Quarterly is rated Moderately High risk. Minimum SIP Investment is set to 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)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Exit load of 1%, if redeemed within 7 days.
    Exit Load

    Compare Funds

    Indiabulls Bluechip Direct Dividend Quarterly
    VS
    search

    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,
    Similar Funds
    Data not available