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Indiabulls Bluechip Fund Growth-1.41%

9.65%
1 Year Return
Equity
Large Cap
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Indiabulls Bluechip Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.43%
NAV₹24.42 (22 Jan 2021)
Fund Started10 Feb 2012
Fund Size128 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
9.7%
5.5%
12.4%
10.7%
Category Average
18.7%
8.8%
14.3%
-
Rank Within Category
106
76
63
-
*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 9.7% returns per annum

Comparison

Data not available
Pros
1. Risk is lower compared to the benchmark
Cons
1. Risk-adjusted returns are lower compared to the category
2. 1Y Returns are lower than the benchmark
3. 3Y Returns are lower than the benchmark
4. 5Y Returns are lower than the benchmark
5. Risk-adjusted returns are lower compared to the category
6. 1Y Returns are lower than the category average returns
7. 3Y Returns are lower than the category average returns
8. 5Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Reliance Industries Ltd.EnergyEquity9.9%
HDFC Bank Ltd.FinancialEquity8.5%
IDBI Bank Ltd.FinancialEquity7.4%
Housing Development Finance Corpn. Ltd.FinancialEquity7.0%
ICICI Bank Ltd.FinancialEquity6.7%
Tata Consultancy Services Ltd.TechnologyEquity6.3%
Yes Bank Ltd.FinancialEquity4.5%
Hindustan Unilever Ltd.FMCGEquity4.3%
Larsen & Toubro Ltd.ConstructionEquity3.2%
Axis Bank Ltd.FinancialEquity3.0%
See All

Fund Managers

Veekesh Gandhi
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Rajeev Desai
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Indiabulls Bluechip Fund Growth Details

Indiabulls Bluechip Fund Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹128 Cr and the Latest NAV as of 22 Jan 2021 is ₹24.42.

The Indiabulls Bluechip Fund Growth 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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