Indiabulls Bluechip Fund – Direct Plan is an Open-ended, large-cap category fund launched in 2013 by Indiabulls Housing Finance Limited. The fund manager name is Sumit Bhatnagar. The risk and the return in this fund are above average. In this article, we will do a detailed analysis of the Indiabulls Bluechip Fund, we will dig deep into its AUM, NAV Returns & more.
Indiabulls Bluechip Fund – Direct Plan Ranking
Background of Indiabulls Bluechip Fund – Direct Plan
| Name of Fund |
Indiabulls Bluechip Fund-Direct Plan |
| Type of Fund ( Open / Close) |
Open Ended |
| Category of Fund |
Equity: Large Cap |
| Fund Manager |
Sumit Bhatnagar |
| Launch Date |
1-Jan-2013 |
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Indiabulls Bluechip Fund – Direct Plan Performance
| Risk Grade |
Above Average |
| Return Grade |
Above Average |
| NAV (as on current Date) |
Rs. 21.91 as on Dec 14, 2018 |
| Net Asset (as on current date) |
Rs. 390.4 crore as on Nov 30, 2018 |
Indiabulls Bluechip Fund Portfolio Characteristics
| Total Stock/Securities |
34 |
| Total Bonds |
– |
| Avg Market Cap (in cr) |
165363 |
| Portfolio P/B Ratio |
3.61 |
| Portfolio P/E Ratio |
27.08 |
| 3Y Earning Growth (%) |
8.86 |
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Indiabulls Bluechip Fund Composition
| Equity |
94.77% |
| Debt |
– |
| Cash |
5.25% |
Indiabulls Bluechip Fund – Direct Plan Risk Analysis
| Standard Deviation |
15.54 |
| Sharpe Ratio |
0.47 |
| Beta |
1.03 |
| R Square |
0.91 |
| Alpha |
0.64 |
Indiabulls Bluechip Fund NAV – Yearly
| 2018 |
21.91 |
| 2017 |
22.03 |
| 2016 |
16.24 |
| 2015 |
15.29 |
| 2014 |
14.51 |
| 52 Week High (NAV) |
23.5 |
| 52 Week Low (NAV) |
20.1 |
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Indiabulls Bluechip Fund – Direct Plan Returns – Yearly
| 2018 |
-0.540% |
| 2017 |
35.650% |
| 2016 |
6.210% |
| 2015 |
5.380% |
| 2014 |
30.130% |
Indiabulls Bluechip Fund – Direct Plan AUM
| 2018 |
401 |
| 2017 |
729 |
| 2016 |
344 |
| 2015 |
350 |
| 2014 |
12.6 |
Indiabulls Bluechip Fund Expense Ratio
| 2018 |
– |
| 2017 |
0.800% |
| 2016 |
0.760% |
| 2015 |
0.520% |
| 2014 |
1.830% |
Indiabulls Bluechip Fund – Direct Plan Quarterly Returns
| 2018 Q1 |
-3.630% |
| 2018 Q2 |
1.840% |
| 2018 Q3 |
0.460% |
| 2018 Q4 |
– |
|
|
| 2017 Q1 |
14.100% |
| 2017 Q2 |
4.480% |
| 2017 Q3 |
3.980% |
| 2017 Q4 |
9.440% |
|
|
| 2016 Q1 |
-3.730% |
| 2016 Q2 |
8.020% |
| 2016 Q3 |
8.300% |
| 2016 Q4 |
-5.690% |
|
|
| 2015 Q1 |
5.580% |
| 2015 Q2 |
-3.660% |
| 2015 Q3 |
4.340% |
| 2015 Q4 |
-0.710% |
|
|
| 2014 Q1 |
5.110% |
| 2014 Q2 |
11.950% |
| 2014 Q3 |
3.810% |
| 2014 Q4 |
6.530% |
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Indiabulls Bluechip Fund Weightage by Sector
| 1 |
Financial (35.55%) |
| 2 |
Energy (15.31%) |
| 3 |
Automobile (10.26%) |
| 4 |
FMCG (8.23%) |
| 5 |
Technology (8.03%) |
| 6 |
Construction (7.86%) |
| 7 |
Healthcare (3.96%) |
| 8 |
Metals (2.26%) |
| 9 |
Chemicals (1.10%) |
| 10 |
Services (1.09%) |
Indiabulls Bluechip Fund Weightage by Securities Holding
| 1 |
HDFC Bank (9.53%) |
| 2 |
HDFC (8.17%) |
| 3 |
Reliance Industries (7.87%) |
| 4 |
Tata Consultancy Services (5.15%) |
| 5 |
Kotak Mahindra Bank (4.96%) |
| 6 |
Larsen & Toubro (4.49%) |
| 7 |
Maruti Suzuki India (3.59%) |
| 8 |
ICICI Bank (3.42%) |
| 9 |
Hindustan Unilever (3.10%) |
| 10 |
Mahindra & Mahindra(2.92%) |
Indiabulls Bluechip Fund Investment Information
| AMC |
Indiabulls Asset Management Company Ltd. |
| Registrar |
Karvy Fintech Pvt Ltd. |
| Minimum Investment |
500 |
| Minimum SIP Investment |
500 |
| Exit Load |
1% for redemption within 365 days |
Conclusion:
The scheme seeks to achieve long-term appreciation from a portfolio that invests predominantly in equity and equity related securities of blue chip large cap companies.
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