Indiabulls Bluechip Fund – Direct Plan – AUM, NAV, Returns & more

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

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

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


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

Know about other Mutual Funds

Dsp Tax Saver FundMirae Asset Emerging Bluechip Fund Direct PlanUti Nifty Exchange Traded Fund
Edelweiss Large Cap Fund Direct PlanMotilal Oswal Focused 25 Fund Direct PlanUti Regular Savings Fund
Hdfc Balanced Advantage FundMotilal Oswal Long Term Equity Fund Regular PlanUti Sensex Exchange Traded Fund

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

Get detailed analysis of other Mutual Funds

Hdfc Capital Builder Value FundMotilal Oswal Multicap 35 FundIcici Prudential All Seasons Bond Fund
Hdfc Hybrid Equity FundIdbi Nifty Junior Index FundIcici Prudential Bluechip Fund
Hdfc Mid Cap Opportunities FundIdfc Core Equity Fund Direct PlanIcici Prudential Bond Fund

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%

Find details on other Mutual Funds

Hdfc Short Term Debt FundIdfc Focused Equity Fund Regular PlanIcici Prudential Equity Debt Fund
Hdfc Small Cap Fund Regular PlanIdfc Sterling Value Fund Regular PlanIcici Prudential Nifty 100 Etf
Hdfc Top 100 Fund Direct PlanFranklin Build India FundIcici Prudential Nifty Etf

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


More on Mutual Funds

Top 10 Aggressive Hybrid Funds In IndiaTop 10 Large Cap Equity Funds In India
Top 10 Arbitrage Funds In IndiaTop 10 Liquid Funds In India
Top 10 Conservative Funds In IndiaTop 10 Medium Duration Funds In India
Top 10 Dividend Stocks In IndiaTop 10 Medium To Long Duration Funds In India
Top 10 Dynamic Asset Allocation FundsTop 10 Multi Cap Equity Funds In India
Top 10 Dynamic Bond Funds In IndiaTop 10 Mutual Funds In India
Top 10 Elss Funds In IndiaTop 10 Sectoral Funds In India
Top 10 Gilt Funds In IndiaTop 10 Short Duration Funds In India

Most Read Articles:

Make Profit from Intraday Trading
Intraday Trading Strategies
Intraday Tips
What is Intraday Trading?
How to Start Trading Online?
Online Trading
Trading Account
Full Service Broker vs Discount Broker

Leave a Reply

Your email address will not be published. Required fields are marked *

Start your Mutual Fund Investment Now! Open an Account
×

Share your details & Become Sub Broker Now!

  1. Become Sub BrokerOpen Demat Account

Offer valid for limited time.

×

Share your details & Open Demat A/C Now!

  1. Open Demat AccountBecome Sub Broker

Offer valid for limited time.

×

Share your details & Get IPO Allotment Now!

  1. Invest in IPOOpen Demat Account

Offer valid for limited time.

×

Share your details & Invest in PMS Now!

  1. Invest in PMSOpen Demat Account

Offer valid for limited time.