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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


Indiabulls Bluechip Fund – Direct Plan Ranking

Crisil MF Rank3 / 5

Background of Indiabulls Bluechip Fund – Direct Plan

Name of FundIndiabulls Bluechip Fund-Direct Plan
Type of Fund ( Open / Close)Open Ended
Category of FundEquity: Large Cap
Fund ManagerSumit Bhatnagar
Launch Date1-Jan-2013

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    Indiabulls Bluechip Fund – Direct Plan Performance

    Risk GradeAbove Average
    Return GradeAbove 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/Securities34
    Total Bonds
    Avg Market Cap (in cr)165363
    Portfolio P/B Ratio3.61
    Portfolio P/E Ratio27.08
    3Y Earning Growth (%)8.86

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    Indiabulls Bluechip Fund Composition

    Equity94.77%
    Debt
    Cash5.25%

    Indiabulls Bluechip Fund – Direct Plan Risk Analysis

    Standard Deviation15.54
    Sharpe Ratio0.47
    Beta1.03
    R Square0.91
    Alpha0.64

    Indiabulls Bluechip Fund NAV – Yearly

    201821.91
    201722.03
    201616.24
    201515.29
    201414.51
    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%
    201735.650%
    20166.210%
    20155.380%
    201430.130%

    Indiabulls Bluechip Fund – Direct Plan AUM

    2018401
    2017729
    2016344
    2015350
    201412.6

    Indiabulls Bluechip Fund Expense Ratio

    2018
    20170.800%
    20160.760%
    20150.520%
    20141.830%

    Indiabulls Bluechip Fund – Direct Plan Quarterly Returns

    2018 Q1-3.630%
    2018 Q21.840%
    2018 Q30.460%
    2018 Q4
    2017 Q114.100%
    2017 Q24.480%
    2017 Q33.980%
    2017 Q49.440%
    2016 Q1-3.730%
    2016 Q28.020%
    2016 Q38.300%
    2016 Q4-5.690%
    2015 Q15.580%
    2015 Q2-3.660%
    2015 Q34.340%
    2015 Q4-0.710%
    2014 Q15.110%
    2014 Q211.950%
    2014 Q33.810%
    2014 Q46.530%

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    Indiabulls Bluechip Fund Weightage by Sector

    1Financial (35.55%)
    2Energy (15.31%)
    3Automobile (10.26%)
    4FMCG (8.23%)
    5Technology (8.03%)
    6Construction (7.86%)
    7Healthcare (3.96%)
    8Metals (2.26%)
    9Chemicals (1.10%)
    10Services (1.09%)

    Indiabulls Bluechip Fund Weightage by Securities Holding

    1HDFC Bank (9.53%)
    2HDFC (8.17%)
    3Reliance Industries (7.87%)
    4Tata Consultancy Services (5.15%)
    5Kotak Mahindra Bank (4.96%)
    6Larsen & Toubro (4.49%)
    7Maruti Suzuki India (3.59%)
    8ICICI Bank (3.42%)
    9Hindustan Unilever (3.10%)
    10Mahindra & Mahindra(2.92%)

    Indiabulls Bluechip Fund Investment Information

    AMCIndiabulls Asset Management Company Ltd.
    RegistrarKarvy Fintech Pvt Ltd.
    Minimum Investment500
    Minimum SIP Investment500
    Exit Load1% 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.


    Invest in Indiabulls Bluechip Fund – Direct Plan – Fill up the Form Below

      Fill Your Details Here
      1. Invest in Mutual FundOpen Demat Account


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