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

SBI Bluechip Direct Plan Growth

Equity
Large Cap
3.0
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Axis Focused 25 Direct Plan Growth

Equity
Focused
4.0
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SBI Bluechip Direct Plan Growth

(9.3%)

Axis Focused 25 Direct Plan Growth

(1.9%)
1Y
3Y
5Y
Fund Details
RiskVery HighVery High-
Min SIP Amount₹500₹500-
Expense Ratio0.94%0.60%-
NAV₹61.3 (17-May-2022)₹43.3 (17-May-2022)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹31,443Cr₹19,146Cr-
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
9.3%
1.9%
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3Y
14.6%
14.0%
-
5Y
11.1%
12.4%
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Pros & Cons
Pros
1. 3Y annualised returns higher than category average by 1.31%
2. Lower expense ratio: 0.96%
1. 3Y and 5Y annualised returns higher than category average
2. Higher alpha: 1.8 The fund has generated returns higher than benchmark - NIFTY 500 TRI - in the last 3Y
3. Lower expense ratio: 0.6%
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Cons
1. Higher AUM: 31933Cr. Funds with a higher AUM tend to have lower returns in the future
2. 1Y and 5Y annualised returns lower than category average
1. 1Y annualised returns lower than category average by 37.08%
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Holding Analysis

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

Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
8.2%
ICICI Bank Ltd.
7.0%
Infosys Ltd.
6.5%
Reliance Industries Ltd.
4.8%
Larsen & Toubro Ltd.
4.2%
HCL Technologies Ltd.
4.1%
ITC Ltd.
3.7%
Housing Development Finance Corpn. Ltd.
3.6%
State Bank of India
2.8%
Divi's Laboratories Ltd.
2.8%
Name
Assets
Bajaj Finance Ltd.
9.9%
Tata Consultancy Services Ltd.
9.8%
Avenue Supermarts Ltd.
8.6%
Divi's Laboratories Ltd.
6.8%
Kotak Mahindra Bank Ltd.
6.6%
Pidilite Industries Ltd.
6.2%
Info Edge (India) Ltd.
6.1%
Housing Development Finance Corpn. Ltd.
4.7%
ICICI Bank Ltd.
4.2%
Bajaj Finserv Ltd.
4.1%
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Fund Manager
Name
Sohini Andani
Jinesh Gopani
-
Education
Ms. Andani is a B.Com (H) and C.A.
Mr. Gopani is a B. Com (H) and MMS from Bharati Vidyapeeth Institute of Management Studies and Research.
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Experience
Prior to joining SBI Mutual Fund she has worked with ING Investment Management Pvt. Ltd., ASK Raymond James & Associates Pvt. Ltd., LKP Shares & securities Ltd., Advani Share Broker Pvt. Ltd., CRISIL, and K R Choksey Shares & Securities Pvt. Ltd.
Prior to joining Axis AMC he has worked with Birla Sun Life AMC, Voyager India Capital Pvt. Ltd., Emkay Shares & Stock Brokers Limited and Net worth Stock Broking Limited.
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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

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Registrar & Transfer Agent

Cams

KFin Tech

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