Indiabulls Blue Chip Fund

Type of Scheme: An Open-ended Equity Scheme

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 (Brown)

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

Note: Risk is represented as:

(BLUE) investors understand that their principal will be at low risk.

(YELLOW) investors understand that their principal will be at medium risk

(BROWN) investors understand that their principal will be at high risk

Launch Date: February 10, 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

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.

Investment Strategy: 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.

Fund Managers:

KEY FEATURES

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. 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