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Indiabulls Blue Chip Fund

Indiabulls Blue Chip Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

12.61

as on 12 Aug 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,299 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

  • ₹ 29.100

    as on 12 Aug 2022
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 101 Cr.

    as on 31 Dec 2021
  • 2.43%

  • 10 Feb 2012

  • Equity - Large Cap Fund

  • Nifty 100 TRI

  • Indiabulls Mutual Fund

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  • 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 ₹ 29.100 as on 12 Aug 2022.

This fund has 10 years of track record. Since 31 Oct 2021 expense ratio of this fund is 2.43%. 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

  • 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 11.46% 15.15% 5.56% 14.83% 31.74% 19.48% 14.21% 17.14% 15.64% 23.75% 24.13% 16.29% 15.58%
Category Average 8.63% 11.30% 0.14% 6.02% 23.98% 15.97% 11.24% 13.55% 6.71% 15.09% 18.38% 14.19% 13.08%
Indiabulls Blue Chip Fund 9.07%₹ 10,907 12.70%₹ 11,270 1.50%₹ 10,149 6.01%₹ 10,601 6.85%₹ 12,439 19.85%₹ 14,363 12.47%₹ 27,182 12.61%₹ 14,299 14.78%₹ 44,834 9.59%₹ 15,815 11.21%₹ 79,535 11.76%₹ 30,439 11.16%₹ 2,14,295
UTI Mastershare Unit Scheme 8.89%₹ 10,888 11.80%₹ 11,180 -0.47%₹ 9,953 5.98%₹ 10,598 4.31%₹ 12,277 25.67%₹ 15,793 14.91%₹ 27,820 17.86%₹ 16,402 19.36%₹ 47,839 12.89%₹ 18,345 15.27%₹ 87,916 13.90%₹ 36,814 13.61%₹ 2,44,156
Canara Robeco Blue Chip Equity Fund 8.94%₹ 10,894 11.81%₹ 11,181 -0.34%₹ 9,966 4.15%₹ 10,414 4.44%₹ 12,286 22.71%₹ 15,056 13.20%₹ 27,372 19.08%₹ 16,918 18.23%₹ 47,082 14.21%₹ 19,442 16.09%₹ 89,702 14.34%₹ 38,235 14.44%₹ 2,55,242
Kotak Bluechip Fund 9.42%₹ 10,942 13.43%₹ 11,343 1.53%₹ 10,153 6.22%₹ 10,621 7.18%₹ 12,460 25.62%₹ 15,779 15.77%₹ 28,046 18.79%₹ 16,794 19.98%₹ 48,252 12.91%₹ 18,363 15.78%₹ 89,022 14.31%₹ 38,137 13.94%₹ 2,48,493
Mirae Asset Large Cap Fund 8.37%₹ 10,836 12.20%₹ 11,219 0.82%₹ 10,082 6.40%₹ 10,640 5.99%₹ 12,384 24.04%₹ 15,386 14.91%₹ 27,820 16.91%₹ 16,006 18.91%₹ 47,539 12.75%₹ 18,230 14.93%₹ 87,194 17.14%₹ 48,741 15.58%₹ 2,71,348
ICICI Prudential Bluechip Fund 8.78%₹ 10,877 11.61%₹ 11,160 1.33%₹ 10,133 9.87%₹ 10,986 9.21%₹ 12,588 27.24%₹ 16,190 18.35%₹ 28,729 18.04%₹ 16,477 21.22%₹ 49,097 12.84%₹ 18,304 15.80%₹ 89,069 15.13%₹ 40,971 14.36%₹ 2,54,232

Portfolio Holdings

Portfolio holdings pattern of Indiabulls Blue Chip Fund as on 13 Aug 2022 are listed below:

  • Equity Holdings:

    98.87%
  • Debt Holdings:

    0.04%
  • Others Holdings:

    1.09%

Top Sector Holdings of Indiabulls Blue Chip Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 35.35% ₹ 35.67 Cr.
Computers - Software 17.04% ₹ 17.19 Cr.
Refineries/Marketing 9.30% ₹ 9.39 Cr.
Housing Finance 6.17% ₹ 6.23 Cr.
Engineering, designing, construction 5.21% ₹ 5.26 Cr.
Others 26.93% -

Top Stock Holdings of Indiabulls Blue Chip Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 9.96% ₹ 10.05 Cr.
ICICI Bank Ltd. 9.83% ₹ 9.92 Cr.
Reliance Industries Ltd. 9.30% ₹ 9.39 Cr.
HDFC Bank Ltd. 9.18% ₹ 9.27 Cr.
Housing Development Finance Corporation Ltd. 6.17% ₹ 6.23 Cr.
Others 55.56% -

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 1.24%
Net Receivables -0.15%