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  • Mutual Funds
  • Indiabulls Asset Management Company Ltd.
  • Indiabulls Blue Chip Fund (Growth)
Indiabulls Blue Chip Fund (Growth)

Indiabulls Blue Chip Fund (Growth)

Equity

Large Cap

23.01

NAV (Nov 20)

Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in large cap.

Click here to see our recommendations.

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 ->

Track Record

8 Years

The Fund has Sufficient history for analysis and the track record is good.

Relative Size

126 Cr

Small within the category

Category View

Superior

The category has a superior investment outlook

Consistency Of Performance

Good

The historical performance of the fund has been good

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    3 years
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    Grow Wealth , Retirement , Kid's Education
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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.

Low

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Moderately Low

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Moderate

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Moderately High

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High

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Moderately High risk

2.43 %

Expense Ratio

Feb 10, 2012

Launched (8y ago)

₹ 126

AUM in Crores

INF666M01162

ISIN

No Lock-in

Lock-in

IISL Nifty 50 TR INR

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
user-avatar

Rajeev Desai

Fund Manager

user-avatar

Veekesh Gandhi

Fund Manager

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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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
asset-allocation

Asset allocation and Holdings

Last updated on 2020-11-20

Top Stock Holdings

Hdfc bank ltd

10.9%
10.9%

Reliance industries ltd

10.4%
10.4%

Tata consultancy services ltd

8.1%
8.1%

Housing development finance corp ltd

7.6%
7.6%

Icici bank ltd

6.6%
6.6%
See all holdingsright-arrow
allocation by market cap

Allocation by Sector

Financial services

43.7%
90%

Consumer defensive

12.9%
90%

Energy

10.4%
90%

Technology

10.2%
90%

Basic materials

5.8%
90%
See all sectorsright-arrow
comparison

Comparison with Equity Funds

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16 Years

Age

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Track Record

HDFC Index Nifty 50 fund (G)

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Index Funds

Recommended

Top Ranked

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Age

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Track Record

UTI Nifty Index Fund (G)

UTI Nifty Index Fund (G)

Index Funds

Recommended

Top Ranked

20 Years

Age

5

Track Record

Nippon India Growth Fund (G)

Nippon India Growth Fund (G)

Mid Cap

Recommended

Top Ranked

25 Years

Age

5

Track Record

HDFC Top 100 Fund (G)

HDFC Top 100 Fund (G)

Large Cap

Recommended

Top Ranked

24 Years

Age

5

Track Record

amc-icon

About the AMC

Indiabulls Asset Management Company Ltd.

Indiabulls Asset Management Company Ltd. manages assets worth 978 crores and was set up on 10 April 2008. It's current offering of mutual fund schemes includes 22 equity,72 debt and 23 hybrid funds.

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  • tel-amc-about
    022-61891300
  • mail-amc-about
    customercare@indiabullsamc.com
  • Indiabulls Liquid Fund (G)

    Indiabulls Liquid Fund (G)

    Liquid

    Top Ranked

    ₹ 262 Cr

    Fund Size

    6%

    3Y returns

    Indiabulls Liquid Fund (DR-D)

    Indiabulls Liquid Fund (DR-D)

    Liquid

    Top Ranked

    ₹ 262 Cr

    Fund Size

    4.4%

    3Y returns

    Indiabulls Liquid Fund (DP-W)

    Indiabulls Liquid Fund (DP-W)

    Liquid

    Top Ranked

    ₹ 262 Cr

    Fund Size

    4.4%

    3Y returns

    Indiabulls Liquid Fund (DR-15D)

    Indiabulls Liquid Fund (DR-15D)

    Liquid

    Top Ranked

    ₹ 262 Cr

    Fund Size

    4.4%

    3Y returns

    Indiabulls Liquid Fund (DR-W)

    Indiabulls Liquid Fund (DR-W)

    Liquid

    Top Ranked

    ₹ 262 Cr

    Fund Size

    4.4%

    3Y returns

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      3 years
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Standard Multicap fund (Growth)

    Kotak Standard Multicap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    Investment Calculator

    Investment Duration5 years

    ₹ 0

    Total Investment

    ₹ 0

    Wealth Gained

    ₹ 0

    Total Corpus Created (₹)

    With assumed returns of 12 %
    How does Scripbox rate funds?

    Proprietary system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Equity Funds

    Debt Funds

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    Annual reviews & rebalances

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    About Indiabulls Blue Chip Fund (G)

    About Indiabulls Blue Chip Fund (G)

    Indiabulls Blue Chip Fund (G) is a large cap equity fund and has delivered an annualised return of 10.0% over a period of 8 years ..The fund is managed by Indiabulls Asset Management Company Ltd..The fund managers are Rajeev Desai, Veekesh Gandhi

    Indiabulls Blue Chip Fund (G) 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. However, there is no assurance that the objective of the scheme will be realized.

    Indiabulls Blue Chip Fund (G) NAV,AUM,Risk

    The Indiabulls Blue Chip Fund (G) fund was launched on Feb 10, 2012. The NAV (Net Asset Value) of this large cap equity as of 2020-11-20 is ₹ 23.01. The total AUM (Asset Under Management) of the fund as of 2020-11-23 is ₹ 125.197. The category risk of the Indiabulls Blue Chip Fund (G) fund is Moderately High risk. The fund charges 2.43 % as expense ratio.

    Indiabulls Blue Chip Fund (G) Holdings

    The fund’s highest allocation is towards equity and has invested 97.2% in this asset class. The top three holdings of the fund are britannia industries limited,hdfc bank ltd and reliance industries ltd

    Indiabulls Blue Chip Fund (G) SIP

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Indiabulls Blue Chip Fund (G) Investment volatility and Horizon

    This fund 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 50 TR INR

    Indiabulls Blue Chip Fund (G) Review

    Indiabulls Blue Chip Fund (G) has a score of 3 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Indiabulls Blue Chip Fund (G) has a score of 2 out of 5. Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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