Indiabulls Liquid Funds  - IndiabullsAMC

Indiabulls Blue Chip Fund

Type of Scheme: Large Cap Fund – An open ended equity scheme predominantly investing in large cap stocks

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
Moderately High Risk
Value Discovery Fund Riskometer - IndiabullsAMC
Investors understand that their principal will be at Moderately 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 – Large-Cap Companies * 80% 100% High
Equity and equity related securities – Other Companies * 0% 20% High
Debt & Money market securities/instruments 0% 20% Low to Medium
*The Scheme may invest upto a maximum of 50% of its net assets in Derivatives


For the purposes of this scheme Blue Chip Large Cap Company is athe 1st -100th company in terms of full market capitalization

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. 0-20% 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. The Scheme may also use various derivatives and hedging products from time to time, as would be available and permitted by SEBI, in an attempt to protect the value of the portfolio and enhance Unitholders’ interest. Large Cap companies shall consist of investment universe which are within 1st-100th company in terms of full market capitalization. The fund shall adopt the list of stocks prepared by AMFI based on SEBI defined parameters. AMFI is mandated to update such list once in 6 months. The fund shall rebalance the portfolio (if required) in line with updated list, within a period of one month.

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.

Under normal market conditions and depending on the Fund Manager’s views, the assets of the Scheme would be invested across stocks that represent a broad range of sectors of the economy in order to ensure adequate portfolio diversification.


  • Type of Scheme :
    Large Cap Fund – An open ended equity scheme
    predominantly investing in large cap stocks
  • 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 7 Days from the date of allotment,
    Nil - if redeemed/ switched out
    after 7 Days from the date of allotment
  • Benchmark :
    NIFTY 50 TRI



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.


Important update : Dear Investor, We request you to take note of revised NAV cut off time effective till further notice. For subscriptions in Liquid Fund and Overnight Fund: 12.30pm. For subscription in all other schemes: 1.00 pm. For redemptions across all schemes: 1.00 pm. No other change in terms & conditions.Please read all scheme documents carefully.