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Indiabulls Blue Chip Fund
Indiabulls Arbitrage Fund
Indiabulls Value Fund
Indiabulls Tax Savings Fund
Indiabulls Equity Hybrid Fund
Indiabulls Nifty50 Exchange Traded Fund
Indiabulls Multi Cap Fund
HOMEIndiabulls Nifty50 Exchange Traded Fund
Type of Scheme: An open ended equity scheme investing across large cap, mid cap and small cap stocks
Investment Objective: The investment objective of the scheme is to provide returns that closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.
However there is no guarantee or assurance that the investment objective of the scheme will be achieved.
However there is no guarantee or assurance that the investment objective of the scheme will be achieved.
This product is suitable for investors who are seeking*
Long term capital appreciation
Investment in securities covered by Nifty 50 Index
Moderately High Risk
RISKOMETER
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Launch Date: 12 April, 2019
Asset Allocation
| Instruments | Indicative Allocation (% of Net Assets) | Risk Profile | |
| Minimum | Maximum | ||
| Securities covered by Nifty 50 Index | 95 | 100 | High |
| Money Market Instruments*/Debt Securities including CBLO and Units of Liquid Mutual Fund | 0 | 5 | Low to Medium |
* Money Market Instruments will include Commercial Paper, Certificates of Deposit, Treasury Bills, Bills Rediscounting, Repos, short term bank deposits, short-term Government securities and any other such short-term instruments as may be allowed under the regulations prevailing from time to time having residual maturity up to 91 days.
Benchmark Index:
The Indiabulls NIFTY 50 Exchange Traded Fund will be managed passively with investments in stocks in a proportion that match as close as possible to the weights of these stocks in Nifty 50 Index.
The AMC uses “passive” or indexing approach to try and achieve the Scheme’s investment objective. Unlike other Funds, the Scheme does not try to “beat” the markets it tracks and does not seek temporary defensive positions when markets decline or appear overvalued.
The AMC does not make any judgments about the investment merit of a particular stock or a particular industry segment or the underlying nor will it attempt to apply any economic, financial or market analysis.
Indexing eliminates active management risks with regard to over/ underperformance vis-à-vis a benchmark.
Nifty Constituents
| Company Name | Industry | ISIN Code |
| Adani Ports and Special Economic Zone Ltd. | SERVICES | INE742F01042 |
| Asian Paints Ltd. | CONSUMER GOODS | INE021A01026 |
| Axis Bank Ltd. | FINANCIAL SERVICES | INE238A01034 |
| Bajaj Auto Ltd. | AUTOMOBILE | INE917I01010 |
| Bajaj Finance Ltd. | FINANCIAL SERVICES | INE296A01024 |
| Bajaj Finserv Ltd. | FINANCIAL SERVICES | INE918I01018 |
| Bharat Petroleum Corporation Ltd. | ENERGY | INE029A01011 |
| Bharti Airtel Ltd. | TELECOM | INE397D01024 |
| Bharti Infratel Ltd. | TELECOM | INE121J01017 |
| Britannia Industries Ltd. | CONSUMER GOODS | INE216A01030 |
| Cipla Ltd. | PHARMA | INE059A01026 |
| Coal India Ltd. | METALS | INE522F01014 |
| Dr. Reddy's Laboratories Ltd. | PHARMA | INE089A01023 |
| Eicher Motors Ltd. | AUTOMOBILE | INE066A01013 |
| GAIL (India) Ltd. | ENERGY | INE129A01019 |
| Grasim Industries Ltd. | CEMENT & CEMENT PRODUCTS | INE047A01021 |
| HCL Technologies Ltd. | IT | INE860A01027 |
| HDFC Bank Ltd. | FINANCIAL SERVICES | INE040A01034 |
| Hero MotoCorp Ltd. | AUTOMOBILE | INE158A01026 |
| Hindalco Industries Ltd. | METALS | INE038A01020 |
| Hindustan Unilever Ltd. | CONSUMER GOODS | INE030A01027 |
| Housing Development Finance Corporation Ltd. | FINANCIAL SERVICES | INE001A01036 |
| ICICI Bank Ltd. | FINANCIAL SERVICES | INE090A01021 |
| ITC Ltd. | CONSUMER GOODS | INE154A01025 |
| Indian Oil Corporation Ltd. | ENERGY | INE242A01010 |
| IndusInd Bank Ltd. | FINANCIAL SERVICES | INE095A01012 |
| Infosys Ltd. | IT | INE009A01021 |
| JSW Steel Ltd. | METALS | INE019A01038 |
| Kotak Mahindra Bank Ltd. | FINANCIAL SERVICES | INE237A01028 |
| Larsen & Toubro Ltd. | CONSTRUCTION | INE018A01030 |
| Mahindra & Mahindra Ltd. | AUTOMOBILE | INE101A01026 |
| Maruti Suzuki India Ltd. | AUTOMOBILE | INE585B01010 |
| NTPC Ltd. | ENERGY | INE733E01010 |
| Nestle India Ltd. | CONSUMER GOODS | INE239A01016 |
| Oil & Natural Gas Corporation Ltd. | ENERGY | INE213A01029 |
| Power Grid Corporation of India Ltd. | ENERGY | INE752E01010 |
| Reliance Industries Ltd. | ENERGY | INE002A01018 |
| State Bank of India | FINANCIAL SERVICES | INE062A01020 |
| Sun Pharmaceutical Industries Ltd. | PHARMA | INE044A01036 |
| Tata Consultancy Services Ltd. | IT | INE467B01029 |
| Tata Motors Ltd. | AUTOMOBILE | INE155A01022 |
| Tata Steel Ltd. | METALS | INE081A01012 |
| Tech Mahindra Ltd. | IT | INE669C01036 |
| Titan Company Ltd. | CONSUMER GOODS | INE280A01028 |
| UPL Ltd. | FERTILISERS & PESTICIDES | INE628A01036 |
| UltraTech Cement Ltd. | CEMENT & CEMENT PRODUCTS | INE481G01011 |
| Vedanta Ltd. | METALS | INE205A01025 |
| Wipro Ltd. | IT | INE075A01022 |
| Yes Bank Ltd. | FINANCIAL SERVICES | INE528G01027 |
| Zee Entertainment Enterprises Ltd. | MEDIA & ENTERTAINMENT | INE256A01028 |
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Type of Scheme :An open ended equity scheme investing across large cap, mid cap and small cap stocks
-
Benchmark Index :Nifty 500 TRI
-
Load Structure :Entry Load: Not Applicable
Exit Load: Nil -
Plans /Options:Growth Option & Dividend OptionThe Dividend option has the following facilities: Dividend Re- investment & Dividend Pay-out
- Minimum Application Amount/ Minimum Additional Purchase Amount :
Rs. 500 and in multiples of Re. 1 thereafter
Rs. 500 and in multiples of Re. 1 thereafter (For Systematic Investment Plan (SIP))
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SIP :Systematic Investment Plan (SIP)/ Systematic TransferPlan (STP)/Systematic Withdrawal Plan (SWP) facilities are available
Mr. Veekesh Gandhi (Sr Fund Manager –Equity)
Mr. Veekesh Gandhi has more than 10 years of experience in the field of finance. He was earlier associated with DSP Merrill Lynch Ltd, SSKI Securities and Motilal Oswal Securities, wherein he was responsible for tracking the BFSI sector and research on investment ideas.
Mr. Rajeev Desai (Fund Manager –Equity)
Mr. Rajeev Desai holds over 12 years of experience in Capital markets and is an experienced professional in Macro analysis & Fundamental research in equity segment. He is associated with Indiabulls Mutual Fund for past 4+ years. His earlier association includes Systematix Shares & Stocks Ltd, IDFC securities, IFCI Financial Services, etc. Rajeev holds PGDBM in Finance and Bachelor degree in Engineering.
Vikrant Mehta (Joint Head – Fixed Income, Debt)
Mr. Vikrant Mehta has 24+ years of fixed income and emerging markets experience across fund management, macro research, trading and sales. Prior to joining Indiabulls AMC, Mr. Mehta worked with PineBridge Investments, where he was the Head of Fixed Income at PineBridge India AMC. Subsequently he was a sovereign rates and currency specialist for Asia, in his role as Asian sovereign analyst with PineBridge. Vikrant’s other work assignments have been with NVS Brokerage, JM Morgan Stanley and Mata Securities. Mr. Mehta is an M.S. in Engineering and a CFA from The Institute of Chartered Financial Analysts of India.
