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Indiabulls Blue Chip Fund

Type of Scheme: An Open-ended Equity Scheme

Investment 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 is no assurance that the investment objective of the scheme will be achieved.
This product is suitable for investors who are seeking*
Capital appreciation over long-term
A portfolio that is invested predominantly in equity and equity-related securities of blue-chip large-cap companies
High Risk
RISKOMETER
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Investors understand that their principal will be at high risk

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Asset Allocation

Instruments Indicative allocation (% of total assets) Risk Profile
  Minimum Maximum Low/ Med/High
Equity and equity related securities – Blue Chip Large-Cap Companies 65% 100% High
Equity and equity related securities – Other Companies 0% 35% High
Debt & Money market securities/instruments 0% 35% Low to Medium

 

*For the purposes of this scheme Blue Chip Large Cap Company is a Company with a market capitalization higher than the market capitalization of 101st company in BSE 500 index, arranged in descending order of market cap.

Under normal market conditions, the Scheme would invest predominantly in a diversified portfolio constituting equity and equity related instruments of companies that the Fund Manager believes have sustainable business models, and potential for capital appreciation .The corpus of the Scheme will be invested predominantly in blue chip large cap stocks and / or in exchange traded derivatives on the S&P CNX Nifty Index or such blue chip stocks. 0-35% of the net assets will be invested in securities other than blue chip large caps. A very small portion of the fund will be kept liquid. A Blue-chip company is a company with a significant market share in its product segment and/or has consistent track record in terms of profitability. The investment environment, valuation parameters and other investment criteria will determine the allocation and the investment style. The Fund Manager would follow a top down approach to shortlist stocks for portfolio construction. Under the top down process the Fund Manager would look at the global and Indian economy and the domestic policy environment and stock valuations. This would result in identification of themes which have a potential to outperform. The final stock selection process would be a bottoms-up process wherein stocks from the short listed themes would be picked up based on valuations and business model.

  • Type of Scheme :
    An Open-ended Equity Scheme
  • Options :
    Growth Option & Dividend Option The
    Dividend option has the following
    facilities: Dividend Re-investment
    Facility & Dividend Pay-out Facility
  • Minimum application amount :
    Rs. 500 and in multiples of
    Re. 1 thereafter Rs. 500 and
    in multiples of Re. 1
    thereafter (For Systematic Investment Plan)
  • Minimum additional purchase amount :
    Rs. 500 and in multiples of Re. 1 thereafter
  • Minimum redemption amount :
    Minimum of Rs. 1000 and in
    multiples of Re. 1 thereafter
  • Loads :
    Entry : Not Applicable
    Exit : 1% if redeemed/switched
    out within first year,
    NIL if redeemed/switched
    out after one year
  • Benchmark :
    S&P CNX NIFTY INDEX

 

 

Mr. Sumit Bhatnagar (Head-Equity Funds)

sumit.bhatnagar@indiabulls.com

Mr. Sumit Bhatnagar has over 14 years of experience in Banking & Capital Markets. At Indiabulls Mutual Fund, Sumit played a pivotal role in setting up the AMC systems & processes and in framing business strategy, designing business plan and products for the AMC. He is extensively research oriented and follows a Top Down approach for Large Caps and Bottom Up approach for Mid / Small Cap. He is well versed with Indian and Global Macros. Earlier, he worked with SEBI for five years in Investment Management Department, handing critical policy matters pertaining to mutual funds and contributed extensively in various high powered committees of SEBI. He holds an MBA (Investment Management) from the University of Toronto, Canada and is also a CFA (USA).