INDIABULLS BLUE CHIP FUND
NFO OPENS ON JAN 20 2012, NFO CLOSES ON FEB 03 2012
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.
ASSET ALLOCATION AND RISK PROFILE
| Instruments | Indicative allocation (% of total assets) (Minimum - Maximum) | Risk Profile (High/ Medium/ Low) |
| Equity and equity related securities – Blue Chip Large-Cap Companies | 65% to 100% | High |
| Equity and equity related securities – Other Companies | 0% to 35% | High |
| Debt & Money market securities/instruments | 0% to 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.
FUND MANAGERS
Aviral Gupta - B.Tech. (IIT Kanpur), CFA, Fund Manager: He has over 12 years of experience in Indian Equities. He is one of the few India dedicated Fund Managers who has expertise in Fundamental Long, Fundamental Short, Special Situations & Arbitrage Strategies for Indian Equities. He has worked for domestic AMCs and offshore FIIs. He has been associated with organisations like Venus Capital where he successfully co-managed a corpus of $700mn apart from Dundee Mutual Fund and Escorts Mutual Fund. The offshore funds that he has co-managed have received numerous awards from the prestigious organisations like EUREKAHEDGE for consistently generating superior risk adjusted return involving multi strategies for Indian Equities. He is a prolific speaker on Indian Capital Markets in media regularly airing his views on various media Amarjeet Singh - CAIA(USA), CMT(USA), Fund Manager: He has overall experience of 26 years in the field of finance and taxation.
Sumit Bhatnagar - MBA (Univ. of Toronto), CFA (USA), Associate Fund Manager: He has close to 10 years of experience in Banking & Capital Markets
KEY FEATURES
| Type of Scheme | An Open-ended Equity Scheme |
| Options |
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| Minimum application amount | Rs. 5,000 and in multiples of Re. 1 thereafter Rs. 1,000 and in multiples of Re. 1 thereafter (For Systematic Investment Plan ) |
| Minimum additional application amount | Rs. 1,000 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. |
| Transaction Charges | The transaction charges are in addition to the existing commission permissible to the distributors. Direct Application – Nil Application through Distributor Existing investor - Rs. 100 per subscription of Rs 10,000 and above First time investor - Rs. 150 per subscription of Rs 10,000 and above SIP Application, -only if the total commitment through SIPs amounts to Rs.10,000/- and above. Transaction charge shall be recovered in 3 instalments. |
| Benchmark | S&P CNX NIFTY INDEX |
Click here to download KIM cum Application Form. Please read the Scheme Information Document (SID) and Statement Of Additional Information (SAI) before investing.
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