- Mutual Funds
- Indiabulls Mutual Fund
- Indiabulls Blue Chip Fund (PIDCW-A)
Formerly Indiabulls Blue Chip DP
Not Recommended
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.
Track Record
10 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
96 Cr. Small within the category
Category View
Superior. The category has a superior investment outlook
Consistency Of Performance
Consistently poor. The historical performance of the fund has been consistently poor
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 Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 15.01
NAV (May 17)
Fund Returns
Last 1Y | 6.6% |
Last 3Y | 8.6% |
Last 5Y | 7.6% |
Last 10Y | 11.8% |
Since Inception | 10% |
6 Month CAGR | -10.8% |
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 | 2.43 |
Launched (10y ago) | Feb 10, 2012 |
AUM in Crores | 95.183 |
ISIN | INF666M01188 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 100 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 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
10.1%reliance industries ltd
9.9%hdfc bank ltd
7.3%infosys ltd
6.8%ccil
5.7%
Allocation by Sector
financial services
42.8%technology
13.9%energy
9.9%industrials
7.6%consumer cyclical
6.5%Comparison with Equity Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|---|---|---|
₹ 4,388 cr | |||
₹ 13,113 cr | |||
₹ 13,113 cr | |||
₹ 4,388 cr | |||
₹ 4,388 cr |
About the AMC
Indiabulls Asset Management Company Ltd.
Indiabulls Asset Management Company Ltd. manages assets worth 583 crores and was set up on 10 April 2008. It's current offering of mutual fund schemes includes 22 equity,76 debt and 23 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
3.3% | 6.5% | ||
2.5% | 3.3% | ||
- | 0.1% | ||
3% | 4.9% | ||
3% | 4.9% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsIndiabulls Blue Chip Fund (PIDCW-A) Review
Indiabulls Blue Chip Fund (PIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 10% over a period of 10 years. The fund was previously known as Indiabulls Blue Chip DP. The fund is managed by Indiabulls Asset Management Company Ltd.. The fund manager’s name is Sumit Bhatnagar.
Nav of Indiabulls Blue Chip Fund (PIDCW-A) as of 5/17/2022 is ₹15.01 with the total AUM as of 5/18/2022 is ₹95.183. With Scripbox you can compare and check the latest nav for all mutual funds in India. Indiabulls Blue Chip Fund (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) is rated as a 1 fund in Equity and delivered 6.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Indiabulls Blue Chip Fund (PIDCW-A).
Frequently Asked Questions
What is Indiabulls Blue Chip Fund (PIDCW-A)?
How to invest in Indiabulls Blue Chip Fund (PIDCW-A)?
You can invest in Indiabulls Blue Chip Fund (PIDCW-A) 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 (PIDCW-A)?
The minimum sip amount for Indiabulls Blue Chip Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Indiabulls Blue Chip Fund (PIDCW-A) good to invest in?
As per Scripbox experts, Indiabulls Blue Chip Fund (PIDCW-A) is a Not Recommended fund. You can investIndiabulls Blue Chip Fund (PIDCW-A) 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 (PIDCW-A)?
The expense ratio of the Indiabulls Blue Chip Fund (PIDCW-A) is 2.43% for regular plan.