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Indiabulls Blue Chip Fund

Indiabulls Blue Chip Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

8.61

as on 30 Jul 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 12,813 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

  • ₹ 26.640

    as on 30 Jul 2021
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 112 Cr.

    as on 30 Jul 2021
  • 2.43%

    since 31 May 2021
  • 10 Feb 2012

  • Equity - Large Cap Fund

  • Nifty 50 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 ₹ 26.640 as on 30 Jul 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 5.22% 14.63% 22.90% 59.49% 25.98% 16.13% 15.90% 15.95% 54.46% 38.19% 25.47% 19.23% 17.13%
Category Average 1.76% 10.33% 18.24% 44.35% 20.28% 12.08% 12.31% 12.49% 41.35% 30.82% 21.65% 15.35% 13.95%
Indiabulls Blue Chip Fund 1.25%₹ 10,125 7.64%₹ 10,763 14.48%₹ 11,448 36.76%₹ 13,675 29.97%₹ 13,859 14.23%₹ 13,052 22.62%₹ 29,874 8.61%₹ 12,813 15.71%₹ 45,435 10.99%₹ 16,850 11.81%₹ 80,708 - -
Canara Robeco Blue Chip Equity Fund 1.37%₹ 10,136 9.75%₹ 10,975 17.60%₹ 11,760 44.28%₹ 14,428 40.30%₹ 14,469 25.98%₹ 15,881 33.46%₹ 32,849 16.13%₹ 15,667 25.47%₹ 52,054 15.73%₹ 20,777 19.23%₹ 96,849 13.85%₹ 36,647 15.72%₹ 2,73,484
Mirae Asset Large Cap Fund 1.47%₹ 10,147 10.99%₹ 11,098 18.67%₹ 11,866 45.45%₹ 14,545 41.77%₹ 14,555 21.18%₹ 14,691 32.17%₹ 32,491 13.99%₹ 14,817 22.73%₹ 50,134 14.98%₹ 20,114 16.98%₹ 91,681 15.95%₹ 43,983 17.13%₹ 2,95,064
Kotak Bluechip Fund 1.31%₹ 10,130 10.69%₹ 11,069 19.42%₹ 11,941 47.03%₹ 14,703 43.45%₹ 14,653 24.25%₹ 15,446 34.15%₹ 33,044 13.96%₹ 14,806 24.51%₹ 51,374 13.19%₹ 18,589 17.19%₹ 92,146 12.97%₹ 33,911 14.82%₹ 2,60,553
Axis Bluechip Fund 1.22%₹ 10,121 9.50%₹ 10,950 16.26%₹ 11,625 40.17%₹ 14,016 36.09%₹ 14,222 21.26%₹ 14,711 28.10%₹ 31,365 14.16%₹ 14,882 22.19%₹ 49,759 15.90%₹ 20,927 18.46%₹ 95,064 14.57%₹ 39,042 16.15%₹ 2,79,877
UTI Mastershare Unit Scheme 1.51%₹ 10,150 10.15%₹ 11,015 19.09%₹ 11,908 48.65%₹ 14,865 43.66%₹ 14,665 23.12%₹ 15,167 33.74%₹ 32,930 13.39%₹ 14,585 23.76%₹ 50,848 13.38%₹ 18,752 16.92%₹ 91,544 12.64%₹ 32,919 14.47%₹ 2,55,724

Portfolio Holdings

Portfolio holdings pattern of Indiabulls Blue Chip Fund as on 31 Jul 2021 are listed below:

  • Equity Holdings:

    97.86%
  • Debt Holdings:

    0.04%
  • Others Holdings:

    2.10%

Top Sector Holdings of Indiabulls Blue Chip Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 31.49% ₹ 35.38 Cr.
Computers - software 14.32% ₹ 16.09 Cr.
Refineries/marketing 9.70% ₹ 10.90 Cr.
Housing finance 5.96% ₹ 6.70 Cr.
Engineering, designing, construction 4.04% ₹ 4.54 Cr.
Others 34.49% -

Top Stock Holdings of Indiabulls Blue Chip Fund

Name of StocksHolding PercentageHolding Values in Crore
Reliance Industries Ltd. 9.70% ₹ 10.90 Cr.
Infosys Ltd. 8.29% ₹ 9.31 Cr.
HDFC Bank Ltd. 8.02% ₹ 9.01 Cr.
ICICI Bank Ltd. 7.78% ₹ 8.74 Cr.
Housing Development Finance Corporation Ltd. 5.96% ₹ 6.70 Cr.
Others 60.25% -

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 2.40%
Net Receivables -0.30%