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1. 1
Topic:- Blue chip fund-Advise the benefits and
3 best performing blue chip funds to an investor
MODULE ASSESSMENT 3
Batch no:- 26
Submitted by:
a. Vipin Bhatt
b. Karan Agarwal
c. Hemant Gahlot
d. Narendra Kumar
e. Raveena Sirani
Submitted to :
Anju Anand

2. Flow Of Presentation
2
Blue chip?
Blue chip Fund ?
Benefits of invest in Bluechip
funds
Where should invester invest
funds(Risk Profile)
3 best performer bluechip funds
Franklin bluechip funds (G)
ICICI Prudential bluechip funds(G)
SBI bluechip funds (G)
Case study
Analysis
Conclusion

3. 3
Blue chip Stock……
Blue chip stocks, also
known as large cap
stocks (because the
companies have a high
market capitalization
of 10 Arab Rupees or
more), tend to rise
and fall in conjunction
with the stock market
in general.
Examples of blue
chip stocks include RIL,
ONGC, Infosys.

4. India Bluechip fund, an open ended
equity scheme aims to generate superior
returns through long term capital appreciation
from a diversified pool of large cap stocks. Its
benchmark is S&P BSE Sensex.
This fund certainly belongs to the mainstream
equity participation products available in the
country. It boasts of a rich survival history of
twenty years in the market. As the name itself
suggests, it has a strong bias for large caps
and it also follows a disciplined diversification
approach.
4
Bluechip Funds…………….?

5. 5
May 31,
2017
The majority of investors know blue-chip stocks
have stable earnings. During an economic
downturn, investors may turn to these safe
havens because of their secure nature. Blue-chip
companies offer security during periods of
slowed growth due to their intelligent
management teams and ability to generate
stable profits. If the stock market is experiencing
a bear market, investors don't need to worry
about their investments in blue-chips because,
generally, they recover.
Example : Birla Sunlife provides a good example
with its recovery from the 2007-2008
financial crisis.
Benefits Of Invest In Bluechip FUND

6. Where should invester invest ?(Risk
Profile
6
May 31,
2017
Aggressive Risk Taker
• Franklin India Blue Chip
• ICICI Prudential
• SBI Blue chip
Moderate Risk Taker
• ICICI Prudential Balanced Fund
• 61 % In Equity – 39 % In Debt
Risk Averse
• SBI G-Sec Fund – Investment Plan – 96.19 % In G-
Sec

7. 7
3 best performer in the blue chip
funds to an investor
Franklin India Blue-
chip Fund (G)
ICICI Prudential Focused Blue-chip Equity Fund (G)
SBI Blue-chip Fund (G)

8. 8
Franklin India Blue-chip Fund (G)
AMC- Franklin
Templeton Assets
Management India Pvt Ltd
Open-ended And Equity
: Large Cap
Launch – November
1993
Benchmark – S&P BSE
Sensex
Value Research Rating -
***(3 Star)
NAV- Rs.417.794
Net Assets – Rs.5038.8
Crore
Exit Load – 1% for
redemption within 365
days
www.moneycontrol.com

9. 9
ICICI Prudential Blue-chip Equity Fund (G)
www.moneycontrol.com
AMC- ICICI Prudential Assets
Management Ltd
Open-ended And Equity :
Large Cap
Launch – May 2008
Benchmark – S&P CNX Nifty
Value Research Rating -
***** (5 Star)
NAV- Rs.35.100
Net Assets – Rs.5884.5 Crore
Exit Load – 1% for
redemption within 365 days
The fund has a greater
average outperformance of
5.39% in bear market
conditions than the average
outperformance of 1.04% in the
bull market conditions.

10. 10
www.moneycontrol.com
SBI Blue-chip Fund (G)
AMC- SBI Assets Management
Company
Open-ended And Equity: Large
Cap
Launch – December 2009
Benchmark – BSE 100
Value Research Rating - *****
(5 Star)
NAV- Rs.34.487
Net Assets – Rs.812.0 Crore
Exit Load – 1% for redemption
within 365 days
A large cap fund with
opportunistic allocations to mid
caps (up to 20%)
Macro economic conditions are
gradually recovering
Policy reforms have been
initiated

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May 31,
2017
Case Study

12. The best approach we would like to suggest to
Mr. Manav is to:
1) Start with Rs 5 Lakhs lump sum investment in Franklin (I)
Blue chip High Growth fund
2) Start investing an additional Rs 20,000 every month as
SIP so he invest a total of Rs 2.4 Lakhs at the end of the
first year.
3) Increase the amount he save by 15% every year, so the
investment amount changes to Rs 23,000 per month from
the second year, this investment figure keeps on going up
for the rest of the duration.
4) The end result should be the same as starting with a higher
capital amount of Rs 27 Lakhs. Assuming that fund returns
are in the 14-16% range, he should be able to reach his
goal of Rs 1 Crore by the end of 10 years through invest in
Bluechip Funds.

13. Analysis
13
Franklin Blue chip Funds

14. 14
Conclusion
Bluechip fund’s (read mutual fund manager’s) vision for value
that has made it an outperformer each time.
Moreover, Bluechip mutual funds not only offer investment
solutions in practically any market condition, but also, for any
investment time frame, and for any type of investor.
Hence, it would not be wrong to say that, Bluechip mutual funds
have the potential to offer higher-than-market returns at lower-
than-market risk.
“Speculation is an effort, probably unsuccessful, to turn a little
money into a lot. Investment is an effort, which should be
successful, to prevent a lot of money from becoming a little.”

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Batch no. 26