- Mutual Funds
- Indiabulls Mutual Fund
- Indiabulls Blue Chip Fund (Growth)
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Indiabulls Blue Chip Fund (Growth) | 9,05,297 | 1,72,685 | 8.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
icici bank ltd
9.5%hdfc bank ltd
9.4%reliance industries ltd
6.7%state bank of india
5%itc ltd shs dematerialised
4.9%Allocation by Sector
financial services
39.6%consumer defensive
10.2%consumer cyclical
9.5%technology
7.3%energy
6.7%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 10,178 cr | ||
₹ 8,056 cr | ||
₹ 14,448 cr | ||
₹ 8,860 cr | ||
₹ 7,811 cr |
About the AMC
Indiabulls Asset Management Company Ltd.
| Fund Name | Scripbox 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)?
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.