Rating : ★ ★ ★ ☆ ☆
Indiabulls Blue Chip Fund Direct Plan Quarterly Dividend Reinvestment Option
Large Cap Fund
Fund Type
Open Ended
Investment Plan
Dividend Reinvestment
Investment Plan
1%
Benchmark
IISL Nifty 50 PR INR
Asset Size
134.70 Cr.
(As of 31 Aug, 2020)
Risk
Moderately High
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.
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
Reliance Industries Ltd
11.16%
HDFC Bank Ltd
10.01%
Tata Consultancy Services Ltd
7.24%
Housing Development Finance Corp Ltd
7.21%
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 3 stars by Morning Star Ratings.