Indiabulls Bluechip Fund - Direct (G)

Indiabulls Bluechip Fund - Direct (G)

AMC Name: Indiabulls Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark Nifty 50 TRI
Fund Manager Veekesh Gandhi
Fund Horizon OPEN
Inception Date 02-Jan-2013
Scheme AUM(CR) ` 203.85
Minimum SIP/LUMPSUM ` 500/ ` 500
Increment SIP/LUMPSUM ` 1/ ` 1
SIP Dates 1,5,10,15,20,25
Entry Load 1.00% If redeemed/switched out within 7 Days from the date of allotment. Nil-If redeemed/switched out after 7 Days from the date of allotment.
Exit Load 1.00% If redeemed/switched out within 7 Days from the date of allotment. Nil-If redeemed/switched out after 7 Days from the date of allotment.
Expense Ratio 1.03

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 2.96% 2.38%
3 Month -4.21% -4.25%
6 Month -0.39% -1.29%
1 Year 2.50% 2.49%
3 Year 9.79% 10.14%
5 Year 10.44% 8.07%
Since Inception 11.90% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others