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).
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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.
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.
Indiabulls Asset Management Company Ltd. manages assets worth 528 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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
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?
Recommended
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.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
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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About Indiabulls Blue Chip Fund Inc Dist cum Cap Wdrl (PIDCW-A)
About Indiabulls Blue Chip Fund Inc Dist cum Cap Wdrl (PIDCW-A)
Indiabulls Blue Chip Fund Inc Dist cum Cap Wdrl (PIDCW-A) is a large cap equity fund and has delivered an annualised return of 10.5% over a period of 9 years .The fund was previously known as Indiabulls Blue Chip DP.The fund is managed by Indiabulls Asset Management Company Ltd..The fund managers are Rajeev Desai, Sumit Bhatnagar, Veekesh Gandhi
Indiabulls Blue Chip Fund Inc Dist cum Cap Wdrl (PIDCW-A) 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 (PIDCW-A) NAV,AUM,Risk
The Indiabulls Blue Chip Fund Inc Dist cum Cap Wdrl (PIDCW-A) fund was launched on Feb 10, 2012. The NAV (Net Asset Value) of this large cap equity as of 2021-05-10 is ₹ 14.12. The total AUM (Asset Under Management) of the fund as of 2021-05-11 is ₹ 113.188. The category risk of the Indiabulls Blue Chip Fund Inc Dist cum Cap Wdrl (PIDCW-A) fund is Very High Risk.
The fund charges 2.43 % as expense ratio.
Indiabulls Blue Chip Fund Inc Dist cum Cap Wdrl (PIDCW-A) Holdings
The fund’s highest allocation is towards equity and has invested 98.2% in this asset class. The top three holdings of the fund are britannia industries limited,reliance industries ltd shs dematerialised and hdfc bank ltd
Indiabulls Blue Chip Fund Inc Dist cum Cap Wdrl (PIDCW-A) 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 Inc Dist cum Cap Wdrl (PIDCW-A) 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 (PIDCW-A) Review
Indiabulls Blue Chip Fund Inc Dist cum Cap Wdrl (PIDCW-A) 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 (PIDCW-A) 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.
