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Indiabulls Bluechip Fund IDCW+0.23%

34.17%
1 Year Return
Equity
Large Cap
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Indiabulls Bluechip Fund IDCW

RiskVery High
Min SIP Amount₹500
Expense Ratio2.43%
NAV₹15.00 (23 Jul 2021)
Fund Started10 Feb 2012
Fund Size112 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
34.2%
9.2%
11.1%
10.7%
Category Average
48.0%
13.9%
14.2%
-
Rank Within Category
113
91
76
-
*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 34.2% returns per annum

Comparison

Data not available
Pros
Found nothing so far.
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.EnergyEquity9.7%
Infosys Ltd.TechnologyEquity8.3%
HDFC Bank Ltd.FinancialEquity8.0%
ICICI Bank Ltd.FinancialEquity7.8%
Housing Development Finance Corpn. Ltd.FinancialEquity6.0%
Axis Bank Ltd.FinancialEquity4.7%
State Bank of IndiaFinancialEquity4.5%
Larsen & Toubro Ltd.ConstructionEquity4.0%
Tata Consultancy Services Ltd.TechnologyEquity4.0%
ITC Ltd.FMCGEquity3.3%
See All

Fund Managers

Sumit Bhatnagar
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Veekesh Gandhi
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Rajeev Desai
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Indiabulls Bluechip Fund IDCW Details

Indiabulls Bluechip Fund IDCW is a Equity Mutual Fund Scheme launched by Indiabulls Mutual Fund. This scheme was made available to investors on 10 Feb 2012. Sumit Bhatnagar is the Current Fund Manager of Indiabulls Bluechip Fund IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹112 Cr and the Latest NAV as of 23 Jul 2021 is ₹15.00.

The Indiabulls Bluechip 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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