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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
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SBI Bluechip Direct Plan Growth

Equity
Large Cap
3.0 star
INVEST NOW
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Axis Focused 25 Direct Plan Growth

Equity
Focused
5.0 star
INVEST NOW
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SBI Bluechip Direct Plan Growth

(-3.7%)

Axis Focused 25 Direct Plan Growth

(-0.1%)
1Y
3Y
5Y
Fund Details
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RiskModerately HighModerately High-
Min SIP Amount₹500₹500-
Expense Ratio1.07%0.67%-
NAV₹41.0 (29-Sep-2020)₹32.0 (29-Sep-2020)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹22,604Cr₹11,372Cr-
Returns
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1Y
-3.7%
-0.1%
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3Y
3.1%
7.3%
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5Y
8.0%
12.5%
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Pros & Cons
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Pros
1. Lower expense ratio - 1.04%
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
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Cons
1. Asset under management(AUM) is more than 15000 Crs. Returns tend to go low once AUM exceeds a certain amount
2. Risk-adjusted returns are lower compared to the category
3. 5Y Returns are lower than the category average returns
1. Risk-adjusted returns are lower compared to the category
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Holding Analysis

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Top 5
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Top 20
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P/E
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-
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P/B
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Turn Over
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Equity
-
-
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Cash
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Top Holdings

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Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
9.6%
ICICI Bank Ltd.
5.5%
Divi's Laboratories Ltd.
5.0%
Reliance Industries Ltd.
4.5%
HCL Technologies Ltd.
4.0%
ITC Ltd.
3.9%
Infosys Ltd.
3.8%
Housing Development Finance Corpn. Ltd.
3.7%
Larsen & Toubro Ltd.
3.2%
Shree Cement Ltd.
2.7%
Name
Assets
Bajaj Finance Ltd.
8.5%
Tata Consultancy Services Ltd.
8.0%
Kotak Mahindra Bank Ltd.
7.6%
Reliance Industries Ltd.
7.4%
HDFC Bank Ltd.
7.1%
Avenue Supermarts Ltd.
5.9%
Divi's Laboratories Ltd.
5.7%
Maruti Suzuki India Ltd.
5.3%
Supreme Industries Ltd.
4.7%
Housing Development Finance Corpn. Ltd.
4.6%
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Fund Manager
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Name
Sohini Andani
Jinesh Gopani
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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
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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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