Compare Funds

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

SBI Bluechip Direct Plan Growth

Equity
Large Cap
3.0
INVEST NOW

Axis Focused Direct Plan Growth

Equity
Focused
1.0
INVEST NOW

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SBI Bluechip Direct Plan Growth

(25.3%)

Axis Focused Direct Plan Growth

(26.7%)
1Y
3Y
5Y
Fund Details
RiskVery HighVery High-
Min SIP Amount₹500₹100-
Expense Ratio0.84%0.77%-
NAV₹90.2 (17-May-2024)₹56.1 (17-May-2024)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹45,411Cr₹13,893Cr-
Exit LoadExit load of 1% if redeemed within 1 yearFor units in excess of 10% of the investment,1% will be charged for redemption within 12 months-
Returns
1Y
25.3%
26.7%
-
3Y
17.1%
9.7%
-
5Y
17.2%
13.9%
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Pros & Cons
Pros
1.Lower expense ratio: 0.84%
2.5Y and 10Y annualised returns higher than category average
1.Lower expense ratio: 0.77%
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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, 5Y and 10Y
2.Low rating: 1
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Holding Analysis

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

Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
8.4%
ICICI Bank Ltd.
8.1%
Larsen & Toubro Ltd.
5.7%
ITC Ltd.
4.8%
Bajaj Finance Ltd.
4.3%
Reliance Industries Ltd.
4.1%
Infosys Ltd.
3.7%
Kotak Mahindra Bank Ltd.
3.3%
Britannia Industries Ltd.
2.7%
Eicher Motors Ltd.
2.5%
Name
Assets
Tata Consultancy Services Ltd.
7.6%
Avenue Supermarts Ltd.
7.6%
Torrent Power Ltd.
7.5%
Bajaj Finance Ltd.
7.2%
Pidilite Industries Ltd.
7.0%
ICICI Bank Ltd.
6.9%
Bajaj Auto Ltd.
4.9%
Reliance Industries Ltd.
4.7%
Bajaj Finserv Ltd.
4.5%
Info Edge (India) Ltd.
3.8%
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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.
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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.

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Launch Date

29 Jun 1987

04 Sep 2009

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Custodian

Citibank NA

Deutsche Bank

-

Registrar & Transfer Agent

Cams

KFin Tech

-

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