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Indiabulls Blue Chip Fund - Direct Plan - Dividend Option

Category: Equity: Large Cap
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: Nifty 50 TRI
Expense Ratio: 0.75% As on (31-07-2018)
Status: Open Ended Schemes(Equity Scheme - Large Cap Fund) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 417.55 Cr As on (31-08-2018)
Turn over: 300%
NAV as on

(%)

CAGR Since Inception

%

Nifty 50 TRI 13.52%

PERFORMANCE of Indiabulls Blue Chip Fund - Direct Plan - Dividend Option

Scheme Performance (%)

Data as on - 15-10-2018

Yearly Performance (%)

Fund Managers

Mr. Sumit Bhatnagar

Mr. Bhatnagar is an MBA (Investment Management) from University of Toronto, Canada and CFA Charter (USA). Prior to joining Indiabulls Mutual Fund he has worked with SEBI.

Investment Objective

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

RETURNS CALCULATOR for Indiabulls Blue Chip Fund - Direct Plan - Dividend Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Indiabulls Blue Chip Fund - Direct Plan - Dividend Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Indiabulls Blue Chip Fund - Direct Plan - Dividend Option 14.78 0.85 0.84 1.09 - -
Equity: Large Cap

PEER COMPARISION of Indiabulls Blue Chip Fund - Direct Plan - Dividend Option

Period
Data as on - 15-10-2018
Scheme Name Launch
Date
1-Year
Ret (%)
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5-Yrs
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10-Yrs
Ret (%)

PORTFOLIO ANALYSIS of Indiabulls Blue Chip Fund - Direct Plan - Dividend Option

Asset Allocation (%)

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