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Indiabulls Blue Chip Fund

Indiabulls Blue Chip Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

17.87

as on 22 Sep 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,375 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

  • ₹ 32.210

    as on 22 Sep 2023
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 92 Cr.

    as on 31 May 2023
  • 2.42%

  • 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 ₹ 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

  • About Anupam Tiwari

    Picture of Anupam TiwariAnupam 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

Portfolio holdings pattern of Indiabulls Blue Chip Fund as on 26 Sep 2023 are listed below:

  • Equity Holdings:

    89.96%
  • Debt Holdings:

    0.04%
  • Others Holdings:

    10.03%

Top Sector Holdings of Indiabulls Blue Chip Fund

Name of SectorHolding PercentageHolding 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 StocksHolding PercentageHolding 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 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 9.78%
Net Receivables 0.25%