Compare SBI Bluechip Direct Plan Growth vs Axis Focused Direct Plan Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
SBI Bluechip Direct Plan GrowthEquity
Large Cap
3.0
Axis Focused Direct Plan GrowthEquity
Focused
1.0
Add a fund

SBI Bluechip Direct Plan Growth

(27.2%)

Axis Focused Direct Plan Growth

(26.1%)

Fund Details

Risk	Very High	Very High	-
Min SIP Amount	₹500	₹100	-
Expense Ratio	0.81%	0.79%	-
NAV	₹99.9 (26-Jul-2024)	₹60.8 (26-Jul-2024)	-
Fund Started	01-Jan-2013	01-Jan-2013	-
Fund Size	₹49,177Cr	₹13,881Cr	-
Exit Load	Exit load of 1% if redeemed within 1 year	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.	-

Returns

1Y
27.2%
26.1%
-
3Y
18.2%
9.1%
-
5Y
19.4%
15.3%
-

Pros & Cons

Pros
1.Lower expense ratio: 0.81%2.5Y and 10Y annualised returns higher than category average
1.Lower expense ratio: 0.79%2.10Y annualised returns higher than category average by 0.08%
-

Cons
1.Consistently lower annualised returns than category average for the past 1Y and 3Y
1.Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y2.Low rating: 1
-

Holding Analysis

Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
-

Top Holdings

Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
8.4%
ICICI Bank Ltd.
7.1%
Reliance Industries Ltd.
5.0%
Larsen & Toubro Ltd.
4.5%
Infosys Ltd.
4.4%
ITC Ltd.
4.3%
Tata Consultancy Services Ltd.
3.6%
Kotak Mahindra Bank Ltd.
3.4%
Britannia Industries Ltd.
2.9%
Cholamandalam Investment and Finance Company Ltd.
2.7%
Name
Assets
Torrent Power Ltd.
7.7%
Avenue Supermarts Ltd.
7.4%
Bajaj Finance Ltd.
7.2%
Tata Consultancy Services Ltd.
7.2%
ICICI Bank Ltd.
7.0%
Pidilite Industries Ltd.
6.7%
Reliance Industries Ltd.
4.8%
Bajaj Auto Ltd.
4.6%
Bharti Airtel Ltd.
4.0%
Cholamandalam Investment and Finance Company Ltd.
4.0%
-

Fund Manager

Name
Saurabh Pant
Sachin Relekar
-
Education
Mr. Pant is a B.Com (H), MBE and CFA (Level III).
Mr. Relekar is an MMS(Finance) from Jamnalal Bajaj Institute of Management Studies Mumbai and B.E (Mechanical) from K.E.S. College of Engineering Islampur.
-
Experience
He has been associated with SBI Mutual Fund since 2007.
Prior to joining Axis Mutual Fund, he has worked with Bandhan Mutual Fund (formerly IDFC Mutual Fund), LIC Mutual Fund, Tata AMC, CD Equity Search, Innovision Consulting and Tech Pacific India.
-

About Fund

Description
SBI Mutual Fund started their mutual fund on 29/06/1987 and its managing total assets of ₹1,88,455 Cr. Its ranked at 5 as per total assets at end of 30th Sep 2017.
Axis Mutual Fund started their mutual fund on 04/09/2009 and its managing total assets of ₹69,145 Cr. Its ranked at 10 as per total assets at end of 30th Sep 2017.
-
Launch Date
29 Jun 1987
04 Sep 2009
-
Custodian
Citibank NA
Deutsche Bank
-
Registrar & Transfer Agent
Cams
KFin Tech
-

Popular Comparisons

Motilal Oswal Multicap 35 Fund - Direct - Growth
Vs
SBI Flexicap Fund Direct Growth
Axis Bluechip Fund - Direct - Growth
Vs
SBI Bluechip Fund - Direct - Growth
HDFC Small Cap Fund - Direct - Growth
Vs
HSBC Small Cap Fund Direct Growth

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
Contact Us
PRODUCTS
StocksFutures & OptionsIPOMutual FundsNFOCreditBill Payments
GROWW
About UsPricingBlogMedia & PressCareersHelp and SupportTrust and Safety
QUICK LINKS
AMC Mutual FundsCalculatorsGlossaryOpen Demat AccountGroww DigestSitemapIncome Tax Calculator
ⓒ 2016-2024 Groww. All rights reserved, Built with ♥in India