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Indiabulls Blue Chip Fund

Indiabulls Blue Chip Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

13.11

as on 26 Nov 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,476 today.

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NAV Performance

Indiabulls Blue Chip Fund performance graph for last 3 years
Performance of Indiabulls Blue Chip Fund for last 3 Years

Fund Information

  • ₹ 28.460

    as on 26 Nov 2021
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 112 Cr.

    as on 26 Nov 2021
  • 2.43%

    since 31 May 2021
  • 10 Feb 2012

  • Equity - Large Cap Fund

  • Nifty 50 TRI

  • 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 ₹ 28.460 as on 26 Nov 2021.

This fund has 9 years of track record. Since 31 May 2021 expense ratio of this fund is 2.43%. Ideally you shoulds compare this fund with the benchmark Nifty 50 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

  • About Sumit Bhatnagar

    Picture of Sumit Bhatnagar

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 -4.39% 5.53% 18.27% 42.67% 23.62% 21.06% 19.60% 18.29% 35.86% 37.14% 27.02% 19.79% 17.44%
Category Average -5.94% 3.04% 12.16% 32.92% 19.14% 17.08% 14.94% 14.73% 25.01% 31.60% 23.37% 16.44% 14.41%
Indiabulls Blue Chip Fund -6.87%₹ 9,312 2.78%₹ 10,278 11.30%₹ 11,130 23.26%₹ 12,325 20.07%₹ 13,269 12.78%₹ 12,722 25.42%₹ 30,654 13.11%₹ 14,476 18.25%₹ 47,123 13.26%₹ 18,650 13.21%₹ 83,591 - -
Canara Robeco Blue Chip Equity Fund -5.85%₹ 9,415 1.77%₹ 10,177 11.53%₹ 11,153 31.44%₹ 13,143 22.97%₹ 13,447 23.25%₹ 15,199 31.72%₹ 32,393 21.06%₹ 17,750 25.93%₹ 52,413 18.56%₹ 23,442 19.79%₹ 98,231 15.73%₹ 43,181 16.07%₹ 2,78,830
Kotak Bluechip Fund -6.12%₹ 9,388 2.30%₹ 10,229 12.32%₹ 11,231 34.19%₹ 13,419 25.04%₹ 13,573 21.35%₹ 14,732 33.50%₹ 32,890 19.66%₹ 17,140 25.63%₹ 52,203 16.00%₹ 21,024 18.12%₹ 94,320 15.17%₹ 41,135 15.26%₹ 2,66,840
Mirae Asset Large Cap Fund -6.01%₹ 9,398 3.13%₹ 10,312 13.10%₹ 11,310 33.53%₹ 13,353 25.43%₹ 13,597 19.67%₹ 14,326 32.64%₹ 32,649 17.65%₹ 16,291 24.21%₹ 51,198 17.23%₹ 22,159 17.81%₹ 93,612 18.29%₹ 53,751 17.44%₹ 3,00,166
UTI Mastershare Unit Scheme -4.48%₹ 9,551 5.14%₹ 10,513 14.95%₹ 11,494 37.26%₹ 13,725 30.49%₹ 13,902 23.62%₹ 15,291 36.40%₹ 33,708 19.21%₹ 16,949 27.02%₹ 53,202 16.49%₹ 21,472 18.93%₹ 96,207 15.15%₹ 41,047 15.44%₹ 2,69,480
Edelweiss Large Cap Fund -5.58%₹ 9,442 1.66%₹ 10,165 11.78%₹ 11,177 30.20%₹ 13,020 22.42%₹ 13,413 19.45%₹ 14,274 30.55%₹ 32,067 17.58%₹ 16,264 23.14%₹ 50,453 16.21%₹ 21,213 17.04%₹ 91,859 15.57%₹ 42,561 14.91%₹ 2,61,946

Portfolio Holdings

Portfolio holdings pattern of Indiabulls Blue Chip Fund as on 29 Nov 2021 are listed below:

  • Equity Holdings:

    97.07%
  • Debt Holdings:

    0.04%
  • Others Holdings:

    2.89%

Top Sector Holdings of Indiabulls Blue Chip Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 37.61% ₹ 40.40 Cr.
Computers - Software 14.22% ₹ 15.27 Cr.
Refineries/Marketing 9.36% ₹ 10.05 Cr.
Housing Finance 6.38% ₹ 6.85 Cr.
Engineering, designing, construction 4.56% ₹ 4.90 Cr.
Others 27.87% -

Top Stock Holdings of Indiabulls Blue Chip Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 10.01% ₹ 10.75 Cr.
Reliance Industries Ltd. 9.36% ₹ 10.05 Cr.
HDFC Bank Ltd. 9.23% ₹ 9.91 Cr.
Infosys Ltd. 8.27% ₹ 8.88 Cr.
Housing Development Finance Corporation Ltd. 6.38% ₹ 6.85 Cr.
Others 56.75% -

Top Debt Instrument Type holdings of Indiabulls Blue Chip Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 0.04% ₹ .04 Cr.
Others 99.96% -

Top Debt Holdings of Indiabulls Blue Chip Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Britannia Industries Ltd. 0.04% ₹ .04 Cr.
Others 99.96%

Other Holdings

Holding TypeHolding Percentage
TREPS 3.45%
Net Receivables -0.56%