Fund Performance
Lumpsum
SIP
17.87
as on 22 Sep 20233 Years
Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,375 today.
NAV Performance
Fund Information
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₹ 32.210
as on 22 Sep 2023 -
Regular - Growth
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-
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₹ 500
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₹ 92 Cr.
as on 31 May 2023 -
2.42%
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10 Feb 2012
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Nifty 100 TRI
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Indiabulls Mutual Fund
Show All Funds -
Indiabulls Bluechip Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 7 days. There are no other charges.
Highlights of this fund
Indiabulls Blue Chip Fund is an Open-ended Equity Fund. The fund belongs to Large Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 10 Feb 2012. This fund is offered by one of the top AMC (Assets Management Company) Indiabulls Mutual Fund. You can also view here all other Equity funds offered by Indiabulls Mutual Fund.
Latest NAV of the fund is ₹ 32.210 as on 22 Sep 2023.
This fund has 11 years of track record. Since 31 Mar 2023 expense ratio of this fund is 2.42%. Ideally you shoulds compare this fund with the benchmark Nifty 100 TRI.
You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 500.
Fund Objective
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.
List of Fund Managers of Indiabulls Blue Chip Fund
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About Anupam Tiwari
Anupam Tiwari is an Equity Fund Manager at Axis AMC. He joined Axis AMC in September 2016. Prior to this, he worked with Reliance Life Insurance & Principal PNB Asset Management as a Fund Manager. He started his career as an Equity Analyst with Reliance Capital AMC in 2005.
Riskometer : Risk associated with this fund
Investors understand that their principal will be at Very High Risk
Fund Return Comparison
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Category Best | 3.64% | 10.05% | 22.55% | 20.89% | 24.80% | 29.98% | 14.35% | 17.04% | 29.96% | 22.23% | 22.98% | 20.55% | 15.52% |
| Category Average | 1.70% | 5.16% | 14.71% | 11.79% | 8.12% | 20.16% | 11.93% | 13.68% | 19.38% | 12.89% | 13.91% | 15.25% | 12.73% |
| Indiabulls Blue Chip Fund | 2.09%₹ 10,209 | 4.68%₹ 10,467 | 13.98%₹ 11,397 | 9.67%₹ 10,966 | 14.49%₹ 12,921 | 5.61%₹ 11,153 | 10.54%₹ 26,684 | 17.87%₹ 16,375 | 11.42%₹ 42,720 | 9.49%₹ 15,742 | 12.24%₹ 81,603 | 11.68%₹ 30,215 | 10.83%₹ 2,10,532 |
| ICICI Prudential Bluechip Fund | 2.54%₹ 10,254 | 7.89%₹ 10,789 | 17.85%₹ 11,785 | 17.98%₹ 11,797 | 23.54%₹ 13,479 | 10.75%₹ 12,266 | 16.46%₹ 28,238 | 24.91%₹ 19,487 | 17.70%₹ 46,745 | 13.63%₹ 18,958 | 18.12%₹ 94,289 | 15.26%₹ 41,458 | 14.51%₹ 2,56,256 |
| Canara Robeco Blue Chip Equity Fund | 1.40%₹ 10,139 | 4.93%₹ 10,492 | 15.44%₹ 11,544 | 11.72%₹ 11,172 | 17.37%₹ 13,100 | 5.12%₹ 11,049 | 11.60%₹ 26,959 | 19.74%₹ 17,167 | 12.64%₹ 43,482 | 14.35%₹ 19,561 | 15.82%₹ 89,123 | 14.47%₹ 38,683 | 13.99%₹ 2,49,205 |
| Kotak Bluechip Fund | 1.94%₹ 10,194 | 6.00%₹ 10,600 | 15.92%₹ 11,592 | 12.69%₹ 11,269 | 18.97%₹ 13,199 | 6.04%₹ 11,244 | 12.71%₹ 27,249 | 21.33%₹ 17,861 | 13.93%₹ 44,296 | 13.39%₹ 18,756 | 16.29%₹ 90,177 | 14.62%₹ 39,209 | 13.46%₹ 2,42,306 |
| Nippon India Large Cap Fund | 1.97%₹ 10,197 | 8.77%₹ 10,877 | 22.56%₹ 12,255 | 20.89%₹ 12,089 | 29.96%₹ 13,867 | 14.69%₹ 13,153 | 22.23%₹ 29,780 | 29.98%₹ 21,961 | 22.98%₹ 50,319 | 14.27%₹ 19,500 | 20.55%₹ 1,00,057 | 17.04%₹ 48,329 | 15.52%₹ 2,70,644 |
| IDBI India Top 100 Equity Fund | 3.64%₹ 10,364 | 10.05%₹ 11,005 | 12.38%₹ 11,238 | - | - | - | - | - | - | - | - | - | - |
Portfolio Holdings
Top Sector Holdings of Indiabulls Blue Chip Fund
| Name of Sector | Holding Percentage | Holding Values in Crore |
|---|---|---|
| Banks | 28.37% | ₹ 27.32 Cr. |
| Computers - Software | 7.57% | ₹ 7.24 Cr. |
| Refineries/Marketing | 6.68% | ₹ 6.39 Cr. |
| Cigarettes | 5.08% | ₹ 4.86 Cr. |
| Engineering, designing, construction | 4.85% | ₹ 4.64 Cr. |
| Others | 47.45% | - |
Top Stock Holdings of Indiabulls Blue Chip Fund
| Name of Stocks | Holding Percentage | Holding Values in Crore |
|---|---|---|
| ICICI Bank Ltd. | 9.58% | ₹ 9.16 Cr. |
| Reliance Industries Ltd. | 6.68% | ₹ 6.39 Cr. |
| HDFC Bank Ltd. | 5.11% | ₹ 4.89 Cr. |
| ITC Limited | 5.08% | ₹ 4.86 Cr. |
| State Bank Of India | 4.97% | ₹ 4.75 Cr. |
| Others | 68.58% | - |
Top Debt Instrument Type holdings of Indiabulls Blue Chip Fund
| Instrument Type | Holding Percentage | Holding Values in Crore |
|---|---|---|
| NCD & Bonds | 0.04% | ₹ .04 Cr. |
| Others | 99.96% | - |
Top Debt Holdings of Indiabulls Blue Chip Fund
| Name of Debt Instrument | Holding Percentage | Holding Values in Crore |
|---|---|---|
| Bond - Britannia Industries Ltd. | 0.04% | ₹ .04 Cr. |
| Others | 99.96% |
Other Holdings
| Holding Type | Holding Percentage |
|---|---|
| TREPS | 9.78% |
| Net Receivables | 0.25% |