Compare Funds

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

SBI Bluechip Direct Plan Growth

Equity
Large Cap
4.0
INVEST NOW

Axis Focused 25 Direct Plan Growth

Equity
Focused
1.0
INVEST NOW

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SBI Bluechip Direct Plan Growth

(19.0%)

Axis Focused 25 Direct Plan Growth

(5.3%)
1Y
3Y
5Y
Fund Details
RiskVery HighVery High-
Min SIP Amount₹500₹100-
Expense Ratio0.88%0.70%-
NAV₹78.4 (29-Sep-2023)₹47.8 (29-Sep-2023)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹38,881Cr₹14,695Cr-
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
19.0%
5.3%
-
3Y
24.1%
14.2%
-
5Y
15.2%
10.8%
-
Pros & Cons
Pros
1. Lower expense ratio: 0.88%
2. Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
1. Lower expense ratio: 0.7%
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Cons
Found nothing so far.
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
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-
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Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
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Top Holdings

Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
10.2%
ICICI Bank Ltd.
7.9%
ITC Ltd.
5.5%
Larsen & Toubro Ltd.
5.3%
Infosys Ltd.
4.9%
Bajaj Finance Ltd.
4.2%
Reliance Industries Ltd.
3.8%
Page Industries Ltd.
3.3%
Britannia Industries Ltd.
2.8%
Divi's Laboratories Ltd.
2.6%
Name
Assets
Avenue Supermarts Ltd.
9.3%
Bajaj Finance Ltd.
8.8%
Tata Consultancy Services Ltd.
7.8%
Pidilite Industries Ltd.
7.1%
Info Edge (India) Ltd.
5.7%
Divi's Laboratories Ltd.
5.5%
Bajaj Finserv Ltd.
4.0%
Reliance Industries Ltd.
3.9%
Shree Cement Ltd.
3.8%
PI Industries Ltd.
3.6%
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Fund Manager
Name
Sohini Andani
Shreyash Devalkar
-
Education
Ms. Andani is a B.Com (H) and C.A.
Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University
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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 Mutual Fund he has worked with BNP Paribas Mutual Fund as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.
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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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