Compare Funds

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
3.0
INVEST NOW

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SBI Bluechip Direct Plan Growth

(-2.8%)

Axis Focused 25 Direct Plan Growth

(-14.6%)
1Y
3Y
5Y
Fund Details
RiskVery HighVery High-
Min SIP Amount₹500₹500-
Expense Ratio0.91%0.69%-
NAV₹64.9 (28-Sep-2022)₹45.3 (28-Sep-2022)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹34,043Cr₹19,124Cr-
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
-2.8%
-14.6%
-
3Y
15.1%
12.2%
-
5Y
11.8%
12.1%
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Pros & Cons
Pros
1. Lower expense ratio: 0.91%
2. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
1. Lower expense ratio: 0.69%
2. 5Y annualised returns higher than category average by 0.98%
-
Cons
1. Higher AUM: 34043Cr. Funds with a higher AUM tend to have lower returns in the future
1. Consistently lower annualised returns than category average for the past 1Y and 3Y
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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
ICICI Bank Ltd.
7.9%
HDFC Bank Ltd.
7.9%
Infosys Ltd.
4.9%
Reliance Industries Ltd.
4.9%
ITC Ltd.
4.4%
Larsen & Toubro Ltd.
4.3%
Housing Development Finance Corpn. Ltd.
3.6%
HCL Technologies Ltd.
3.1%
State Bank of India
2.9%
Mahindra & Mahindra Ltd.
2.9%
Name
Assets
Bajaj Finance Ltd.
9.7%
Avenue Supermarts Ltd.
9.4%
Kotak Mahindra Bank Ltd.
7.1%
Tata Consultancy Services Ltd.
7.0%
Pidilite Industries Ltd.
7.0%
ICICI Bank Ltd.
5.8%
Info Edge (India) Ltd.
5.7%
Divi's Laboratories Ltd.
5.7%
Housing Development Finance Corpn. Ltd.
4.8%
Bajaj Finserv Ltd.
3.8%
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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.
-
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

-

Registrar & Transfer Agent

Cams

KFin Tech

-

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