• Mutual Funds
  • Indiabulls Mutual Fund
  • Indiabulls Blue Chip Fund (PIDCW-A)

Formerly Indiabulls Blue Chip DP

Indiabulls Mutual Fund

Indiabulls Blue Chip Fund (PIDCW-A)

EquityLarge Cap

15.01

NAV (May 17)

7.6%
5 Year CAGR
Scripbox Opinion

Not Recommended

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

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

Invest in this fund

Scripbox Recommended Large Cap Funds

Want the large cap equity funds that are right for your long term equity investment needs?

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical 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

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.

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

Sumit Bhatnagar

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-05-17

Top Stock Holdings

icici bank ltd

10.1%
10.1%

reliance industries ltd

9.9%
9.9%

hdfc bank ltd

7.3%
7.3%

infosys ltd

6.8%
6.8%

ccil

5.7%
5.7%
See all holdings
allocation by market cap

Allocation by Sector

financial services

42.8%
42.8%

technology

13.9%
13.9%

energy

9.9%
9.9%

industrials

7.6%
7.6%

consumer cyclical

6.5%
6.5%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,388 cr

5

₹ 13,113 cr

5

₹ 13,113 cr

5

₹ 4,388 cr

5

₹ 4,388 cr

5

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.

amc-img

  • 022-61891300
  • customercare@indiabullsamc.com
  • Fund NameScripbox 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 Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Indiabulls 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)?

    Indiabulls Blue Chip Fund (PIDCW-A) is a Large Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    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.