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

Indiabulls Blue Chip Fund (Growth)

EquityLarge Cap

29.53

NAV (Aug 17)

9.4%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in large cap mutual funds.

However, Scripbox does not recommend investing in large cap mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 96 Cr

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

View all 7 analysis

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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

29.53

NAV (Aug 17)

Fund Returns

Last 1Y

6.5%

Last 3Y

13.4%

Last 5Y

9.4%

Last 10Y

11.8%

Since Inception

10.8%

6 Month CAGR

3.8%

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

2.43

Launched (10y ago)

Feb 10, 2012

AUM in Crores

95.797

ISIN

INF666M01162

Lock-in

No Lock-in

Benchmark

IISL Nifty 100 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Sumit Bhatnagar

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-08-17

Top Stock Holdings

icici bank ltd

10.2%
10.2%

reliance industries ltd

8.8%
8.8%

hdfc bank ltd

7.5%
7.5%

housing development finance corp ltd

6%
6%

infosys ltd

5.9%
5.9%
See all holdings

Allocation by Sector

financial services

42%
42%

technology

12%
12%

industrials

9.1%
9.1%

consumer cyclical

8.9%
8.9%

energy

8.8%
8.8%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Canara Robeco Emerging Equities fund (G)
Canara Robeco Emerging Equities fund (G)

₹ 14,233 cr

₹ 4,507 cr

₹ 9,966 cr

₹ 14,233 cr

₹ 9,966 cr

About the AMC

Indiabulls Asset Management Company Ltd.

Indiabulls Asset Management Company Ltd. manages assets worth 679 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

    2.8%

    5.1%

    13.4%

    10.8%

    3.8%

    7%

    17.1%

    8.3%

    13.8%

    6.9%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Indiabulls Blue Chip Fund (G) Review

    Indiabulls Blue Chip Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 10.8% over a period of 10 years. The fund is managed by Indiabulls Asset Management Company Ltd.. The fund manager’s name is Sumit Bhatnagar.

    Nav of Indiabulls Blue Chip Fund (G) as of 8/17/2022 is ₹29.53 with the total AUM as of 8/18/2022 is ₹95.797. 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 6.5% 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 stocks 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 2.43% for regular plan.