Indiabulls Blue Chip Fund - Regular Plan- Growth Option

Fund House: Indiabulls Mutual Fund
Category: Equity: Large Cap
Launch Date: 10-02-2012
Asset Class: Equity
Benchmark: NIFTY 100 TRI
Expense Ratio: 2.43% As on (28-02-2022)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 99.75 Cr As on (31-10-2022)
Turn over: 67% | Exit Load: 1% for redemption within 7 days

30.89

10.98%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 8 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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

Current Asset Allocation (%)

Indicators

Volatility 14.75
Sharp Ratio 0.41
Alpha -5.1
Beta 0.95
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Indiabulls Blue Chip Fund - Regular Plan- Growth Option 10-02-2012 9.62 14.75 11.67 9.76 11.23
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 16.43 26.0 17.88 12.23 14.66
HDFC Top 100 Fund - Growth Option - Regular Plan 01-10-1996 15.75 23.21 16.37 11.6 13.1
Taurus Largecap Equity Fund - Regular Plan - Growth 28-02-1995 13.12 17.44 13.79 9.28 9.84
ICICI Prudential Bluechip Fund - Growth 05-05-2008 12.61 21.65 17.95 12.89 14.5
IDBI India Top 100 Equity Fund Growth 15-05-2012 9.72 21.11 18.1 12.48 13.31
SBI Blue Chip Fund-Regular Plan Growth 01-02-2006 9.5 18.79 16.99 11.98 14.75
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth 01-10-2020 9.5 19.1 15.01 12.81 12.51
Edelweiss Large Cap Fund -Plan C - Growth option 20-05-2009 9.48 17.74 16.2 12.85 13.72
Edelweiss Large Cap Fund -Plan B - Growth option 20-05-2009 9.47 17.74 16.2 12.85 13.72

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

2.25%

Others

3.71%

Large Cap

87.27%

Mid Cap

6.72%

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#

Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **

# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund

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