Indiabulls Bluechip Direct Fund Growth-1.40%

4Groww
-5.73%
1 Year Return
Equity
Large Cap
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

Indiabulls Bluechip Direct Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.03%
NAV23.60 (08 Jul 2019)
Fund Started31 Dec 2012
Fund Size222 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Indiabulls Bluechip Direct Fund Growth
-5.7%
9.0%
10.0%
11.2%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -5.7% annual returns

    Comparison

    Data not available
    Pros
    1. 3Y Returns are higher than the benchmark
    2. 5Y Returns are higher than the benchmark
    Cons
    1. Risk is higher compared to the benchmark
    2. Higher expense ratio
    3. 1Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.Financial ServicesEquity9.5%
    Housing Development Finance Corporation Ltd.Financial ServicesEquity8.2%
    Reliance Industries Ltd.EnergyEquity7.9%
    Tata Consultancy Services Ltd.ITEquity5.2%
    Kotak Mahindra Bank Ltd.Financial ServicesEquity5.0%
    Larsen & Toubro Ltd.ConstructionEquity4.5%
    Triparty RepoCurrent AssetsMoney Market4.3%
    Maruti Suzuki India Ltd.AutomobileEquity3.6%
    ICICI Bank Ltd. Financial ServicesEquity3.4%
    Hindustan Unilever Ltd.Consumer GoodsEquity3.1%
    See All

    Fund Managers

    add
    Education
    Experience
    Funds Managed

    Other Details

    Indiabulls Bluechip Direct Fund Growth is a Equity Mutual Fund Scheme launched by Indiabulls Mutual Fund. This scheme was introduced to investors on 31 Dec 2012. Sumit Bhatnagar is the Current Fund Manager of Indiabulls Bluechip Direct Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹222 Cr and the Latest NAV as of 08 Jul 2019 is ₹23.60.

    The Indiabulls Bluechip Direct Fund Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. Exit load of 1%, if redeemed within 7 days..

    Investment Objective

    The primary investment objective of the Scheme is to seek 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.

    Tax Implications

    Returns are taxed at 15% if sold before 1 year. 10% tax post one year on returns above 1 Lac.

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Exit load of 1%, if redeemed within 7 days.
    Exit Load

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    About Indiabulls Mutual Fund

    Address
    11th Floor, Indiabulls Finance Centre Tower-1, Senapati Bapat Marg, Elphinstone (West) Mumbai - 400013.
    Phone
    022-61891300
    Launch Date
    23 Mar 2011
    Indiabulls Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Karvy
    Address
    NA
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