Rating : ★ ★ ☆ ☆ ☆

Indiabulls Blue Chip Fund Direct Plan Half Yearly Reinvestment Inc Dist cum Cap Wdrl

Equity

  

Large Cap Fund

NAV

16.91 +0.06

(as on 15 Jun, 2021)

RETURNS

11.01 %

Fund Type

Open Ended

Investment Plan

Dividend Reinvestment

Expense Ratio

1%

Asset Size

115.42 Cr.

(As of 31 May, 2021)

Benchmark

IISL Nifty 50 PR INR

Riskometer

Investors understand that their principal will be at Very High Risk.

Objective

The primary investment objective of the Scheme is to seek to provide long-term capital appreciation from a portfolio that is invested predominantly in equity and equity-related securities of blue-chip large-cap companies. However there can be no assurance that the investment objective of the scheme will be achieved.

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Fund manager

Sumit Bhatnagar

Exit load

1 %

(If redeemed within 365 days)

Minimum sip

₹500

Minimum investment

₹500

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

HDFC Bank Ltd

9.90%

Reliance Industries Ltd Shs Dematerialised

9.66%

Housing Development Finance Corp Ltd

7.76%

ICICI Bank Ltd

7.46%

Sector Allocation

About the Scheme Type

FundsLarge Cap Mutual Funds invest in companies with large market capitalization, and who ae well-established players with good track record. Large cap funds are one of the less riskiest investment avenues and pose an attractive option for investors with lower risk appetite or who are relatively risk-averse. After SEBI’s re-categorization the large-cap companies are those thatfall within the top 100 ranks of the give benchmark. Large cap funds require patience from investors and ask for longer time periods for staying invested, usually for 5 – 7 years.

Ratings

This fund is rated 2 stars by Morning Star Ratings.

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Overview of Indiabulls Asset Management Company Ltd

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