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    • Indiabulls Blue Chip Fund Inc Dist cum Cap Wdrl (RIDCW-M)

    Formerly Indiabulls Blue Chip Reg Mn DR

    Indiabulls Mutual Fund

    Indiabulls Blue Chip Fund Inc Dist cum Cap Wdrl (RIDCW-M)

    EquityLarge Cap

    16.9

    NAV (Sep 16)

    12.2%
    Till Date CAGR
    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).

    Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

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

    Relative Size

    108 Cr. Small within the category

    Category View

    Superior. The category has a superior investment outlook

    Consistency Of Performance

    Relatively moderate. The historical performance of the fund has been OK

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      Historical growth rate of 12% per annum
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      Recommended Duration > 5 years
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      No Lock-in
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    Historical NAV

    16.9

    NAV (Sep 16)

    Fund Returns

    41.9%
    Last 1Y
    11.8%
    Last 3Y
    NA
    Last 5Y
    NA
    Last 10Y
    12.2%
    Since Inception
    info-icon-blue

    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

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.43 %
    Launched (4y ago)
    Mar 01, 2017
    AUM in Crores
    ₹ 108
    ISIN
    INF666M01CT0
    Lock-in
    No Lock-in
    Benchmark
    IISL Nifty 50 TR INR
    SIP Minimum
    ₹ 0
    Lumpsum Min.
    ₹ 5,000
    Fund Managers
    user-avatar

    Sumit Bhatnagar

    Fund Manager

    calculator

    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
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    comparison

    Comparison with Equity Funds

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    UTI Nifty Index Fund (G)

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    HDFC Index Nifty 50 fund (G)

    HDFC Index Nifty 50 fund (G)

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    19 Years

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    Kotak Bluechip fund (G)

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    Recommended

    Top Ranked

    23 Years

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    amc-icon

    About the AMC

    Indiabulls Asset Management Company Ltd.

    Indiabulls Asset Management Company Ltd. manages assets worth 692 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.

    amc-img

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

    Indiabulls Blue Chip Fund (G)

    Large Cap

    ₹ 107 Cr

    Fund Size

    12.30%

    5 Year CAGR

    5 Y CAGR

    Indiabulls Liquid Fund (G)

    Indiabulls Liquid Fund (G)

    Liquid

    ₹ 151 Cr

    Fund Size

    4.90%

    3 Year CAGR

    3 Y CAGR

    Indiabulls Short Term Fund (G)

    Indiabulls Short Term Fund (G)

    Short Term

    ₹ 25 Cr

    Fund Size

    5.40%

    3 Year CAGR

    3 Y CAGR

    Indiabulls Value Fund (G)

    Indiabulls Value Fund (G)

    Diversified

    ₹ 13 Cr

    Fund Size

    9.20%

    5 Year CAGR

    5 Y CAGR

    Indiabulls Overnight Fund (G)

    Indiabulls Overnight Fund (G)

    Overnight

    ₹ 207 Cr

    Fund Size

    3.60%

    Till Date CAGR

    Till Date CAGR

    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
      No Lock-in
    • 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
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap 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

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step 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.

    Fund Size

    Fund Size

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

    Sub-asset Class View

    Sub-asset Class View

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

    Fund Performance

    Fund 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.

    Fund Size

    Fund 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 Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Indiabulls Blue Chip Fund Inc Dist cum Cap Wdrl (RIDCW-M)

    About Indiabulls Blue Chip Fund Inc Dist cum Cap Wdrl (RIDCW-M)

    Indiabulls Blue Chip Fund Inc Dist cum Cap Wdrl (RIDCW-M) is a Large Cap Equity fund and has delivered an annualised return of 12.2% over a period of 4 years. The fund was previously known as Indiabulls Blue Chip Reg Mn DR . The fund is managed by Indiabulls Asset Management Company Ltd.. The fund manager’s name is Sumit Bhatnagar

    Indiabulls Blue Chip Fund Inc Dist cum Cap Wdrl (RIDCW-M) 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 Inc Dist cum Cap Wdrl (RIDCW-M) NAV,AUM,Risk

    The Indiabulls Blue Chip Fund Inc Dist cum Cap Wdrl (RIDCW-M) fund was launched on Mar 01, 2017. The NAV (Net Asset Value) of this Large Cap Equity fund as of 2021-09-16 is ₹16.90. The total AUM (Asset Under Management) of the fund as of 17/09/2021 is ₹107.485. The category risk of the Indiabulls Blue Chip Fund Inc Dist cum Cap Wdrl (RIDCW-M) fund is Very High Risk. The fund charges 2.43 % as expense ratio.

    Indiabulls Blue Chip Fund Inc Dist cum Cap Wdrl (RIDCW-M) Holdings

    The fund’s highest allocation is towards Equity and has invested 99.6% in this asset class. The top three holdings of the fund are , icici bank ltd , reliance industries ltd , infosys ltd , hdfc bank ltd , housing development finance corp ltd , state bank of india , larsen & toubro ltd , tata steel ltd , tata consultancy services ltd , escorts ltd , idbi bank ltd , itc ltd , hcl technologies ltd , kotak mahindra bank ltd , axis bank ltd , multi commodity exchange of india ltd , hindustan unilever ltd , bharti airtel ltd , hindalco industries ltd , oracle financial services software ltd , birla corp ltd , tata motors ltd , ambuja cements ltd , icici lombard general insurance co ltd , ccil , bajaj finance ltd , hdfc life insurance company limited , maruti suzuki india ltd , yes bank ltd , hero motocorp ltd , divi's laboratories ltd , avenue supermarts ltd , titan co ltd , nestle india ltd

    Indiabulls Blue Chip Fund Inc Dist cum Cap Wdrl (RIDCW-M) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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 Inc Dist cum Cap Wdrl (RIDCW-M) 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 Inc Dist cum Cap Wdrl (RIDCW-M) Review

    Indiabulls Blue Chip Fund Inc Dist cum Cap Wdrl (RIDCW-M) 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 Inc Dist cum Cap Wdrl (RIDCW-M) has a score of 2 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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