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 Rank 3 / 5

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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  1. Invest in Mutual FundOpen Demat Account


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.


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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