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  • Indiabulls Mutual Fund
  • Indiabulls Blue Chip Fund (Growth)
Indiabulls Mutual Fund

Indiabulls Blue Chip Fund (Growth)

EquityLarge Cap

30.5

NAV (May 30)

8.7%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in large cap mutual funds.

Large cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

Invest in this fund
Scripbox Recommended Large Cap Funds
Want the large cap equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

30.5

NAV (May 30)

Fund Returns

Last 1Y
13.1%
Last 3Y
20.7%
Last 5Y
8.7%
Last 10Y
10.8%
Since Inception
10.4%
6 Month CAGR
-1.4%

Scheme Information

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. However there can be no assurance that the investment objective of the scheme will be achieved.

Expense Ratio
2.42
Launched (11y ago)
Feb 10, 2012
AUM in Crores
93.443
ISIN
INF666M01162
Lock-in
No Lock-in
Benchmark
IISL Nifty 100 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
15
Standard Deviation (5yr)
18.7
Beta (3yr)
0.96
Beta (5yr)
0.97
Sharpe Ratio (3yr)
0.876
Sharpe Ratio (5yr)
0.21
YTM
0
Fund Managers

Anupam Tiwari

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Indiabulls Blue Chip Fund (Growth)70%9,05,297 1,72,6858.7%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-05-30

Top Stock Holdings

icici bank ltd

9.5%
9.5%

hdfc bank ltd

9.4%
9.4%

reliance industries ltd

6.7%
6.7%

state bank of india

5%
5%

itc ltd shs dematerialised

4.9%
4.9%
See all holdings

Allocation by Sector

financial services

39.6%
39.6%

consumer defensive

10.2%
10.2%

consumer cyclical

9.5%
9.5%

technology

7.3%
7.3%

energy

6.7%
6.7%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,178 cr

₹ 8,056 cr

₹ 14,448 cr

₹ 8,860 cr

₹ 7,811 cr

About the AMC

Indiabulls Asset Management Company Ltd.

Indiabulls Asset Management Company Ltd. manages assets worth 523 crores and was set up on 10 April 2008. It's current offering of mutual fund schemes includes 22 equity,85 debt and 14 hybrid funds.amc-img
022-61891300
customercare@indiabullsamc.com
Fund NameScripbox Opinion
Till Date CAGR

20.7%

10.4%

2.6%

5.1%

4%

7%

3.4%

6.3%

22.4%

7.6%

Indiabulls Blue Chip Fund (G) Review

Indiabulls Blue Chip Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 10.4% over a period of 11 years. The fund is managed by Indiabulls Asset Management Company Ltd.. The fund manager’s name is Anupam Tiwari.

Nav of Indiabulls Blue Chip Fund (G) as of 5/30/2023 is ₹30.50 with the total AUM as of 5/31/2023 is ₹93.443. With Scripbox you can compare and check the latest nav for all mutual funds in India. Indiabulls Blue Chip Fund (G) was launched on Feb 10, 2012. The category risk of the fund is Very High Risk.

The minimum SIP amount for Indiabulls Blue Chip Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Indiabulls Blue Chip Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 100 TR INR.

Indiabulls Blue Chip Fund (G) is rated as a 1 fund in Equity and delivered 13.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Indiabulls Blue Chip Fund (G).

Frequently Asked Questions

What is Indiabulls Blue Chip Fund (G)?

Indiabulls Blue Chip Fund (G) is a Large Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Indiabulls Blue Chip Fund (G)?

You can invest in Indiabulls Blue Chip Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Indiabulls Blue Chip Fund (G)?

The minimum sip amount for Indiabulls Blue Chip Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Indiabulls Blue Chip Fund (G) good to invest in?

As per Scripbox experts, Indiabulls Blue Chip Fund (G) is a Not Recommended fund. You can investIndiabulls Blue Chip Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Indiabulls Blue Chip Fund (G)?

The expense ratio of the Indiabulls Blue Chip Fund (G) is 2.42% for regular plan.