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Indiabulls Blue Chip Fund

Indiabulls Blue Chip Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

11.46

as on 05 Dec 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,852 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

  • ₹ 30.960

    as on 05 Dec 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 ₹ 30.960 as on 05 Dec 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 4.23% 6.54% 17.00% 14.99% 26.17% 18.04% 14.65% 16.23% 23.89% 20.27% 25.07% 17.56% 15.51%
Category Average 2.51% 3.82% 11.53% 6.32% 18.46% 14.97% 11.35% 12.89% 16.16% 12.92% 18.57% 15.01% 13.20%
Indiabulls Blue Chip Fund 3.58%₹ 10,357 6.17%₹ 10,617 13.74%₹ 11,373 8.14%₹ 10,813 19.12%₹ 13,206 14.86%₹ 13,196 13.07%₹ 27,338 11.46%₹ 13,852 16.63%₹ 46,031 9.67%₹ 15,868 12.72%₹ 82,576 11.30%₹ 29,180 11.64%₹ 2,19,790
UTI Mastershare Unit Scheme 2.42%₹ 10,242 3.88%₹ 10,388 11.59%₹ 11,158 3.33%₹ 10,333 12.44%₹ 12,792 17.84%₹ 13,893 11.45%₹ 26,916 16.74%₹ 15,915 18.52%₹ 47,275 12.63%₹ 18,133 15.54%₹ 88,508 13.31%₹ 34,926 13.56%₹ 2,43,628
Canara Robeco Blue Chip Equity Fund 1.86%₹ 10,186 4.37%₹ 10,437 11.86%₹ 11,186 5.03%₹ 10,503 14.15%₹ 12,899 16.70%₹ 13,624 11.16%₹ 26,840 17.11%₹ 16,067 17.63%₹ 46,687 14.65%₹ 19,821 16.49%₹ 90,595 13.75%₹ 36,294 14.53%₹ 2,56,568
Kotak Bluechip Fund 2.67%₹ 10,267 4.16%₹ 10,415 12.08%₹ 11,208 5.92%₹ 10,591 15.30%₹ 12,970 18.69%₹ 14,092 12.58%₹ 27,209 16.41%₹ 15,782 19.16%₹ 47,703 12.71%₹ 18,197 16.14%₹ 89,827 13.58%₹ 35,738 13.90%₹ 2,48,004
Mirae Asset Large Cap Fund 3.57%₹ 10,357 5.44%₹ 10,543 12.04%₹ 11,203 6.68%₹ 10,668 15.92%₹ 13,009 18.57%₹ 14,065 12.96%₹ 27,307 15.57%₹ 15,442 18.95%₹ 47,562 12.38%₹ 17,927 15.62%₹ 88,698 16.23%₹ 45,037 15.51%₹ 2,70,491
ICICI Prudential Bluechip Fund 3.32%₹ 10,331 6.54%₹ 10,654 14.13%₹ 11,413 11.37%₹ 11,136 20.10%₹ 13,266 21.86%₹ 14,857 16.90%₹ 28,344 17.82%₹ 16,361 22.27%₹ 49,815 12.79%₹ 18,263 17.15%₹ 92,087 14.58%₹ 39,014 14.74%₹ 2,59,435

Portfolio Holdings

Portfolio holdings pattern of Indiabulls Blue Chip Fund as on 07 Dec 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%