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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
3.0star
INVEST NOW
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DSP Focus Direct Plan Growth
Equity
Focused
3.0star
INVEST NOW
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SBI Bluechip Direct Plan Growth
(48.2%)
DSP Focus Direct Plan Growth
(47.1%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹500 | - |
| Expense Ratio | 0.97% | 1.06% | - |
| NAV | ₹60.4 (26-Jul-2021) | ₹35.6 (26-Jul-2021) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹28,580Cr | ₹2,110Cr | - |
Returns
keyboard_arrow_up1Y
48.2%
47.1%
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3Y
14.1%
14.0%
-
5Y
13.4%
13.2%
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Pros & Cons
keyboard_arrow_upPros
1. Lower expense ratio - 0.97%
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
1. 3Y 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. 5Y Returns are lower than the category average returns
1. 1Y Returns are lower than the category average returns
2. 5Y Returns are lower than the category average returns
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Holding Analysis
keyboard_arrow_upTop 5
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Top 20
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P/E
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P/B
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Turnover
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Equity
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Cash
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Top Holdings
keyboard_arrow_upTop 10 Holdings
Name
Assets
HDFC Bank Ltd.
9.0%
ICICI Bank Ltd.
6.7%
Infosys Ltd.
5.7%
HCL Technologies Ltd.
4.3%
Larsen & Toubro Ltd.
4.0%
Housing Development Finance Corpn. Ltd.
3.9%
Divi's Laboratories Ltd.
3.6%
State Bank of India
3.3%
ITC Ltd.
3.3%
Motherson Sumi Systems Ltd.
2.7%
Name
Assets
ICICI Bank Ltd.
9.2%
Infosys Ltd.
9.1%
HDFC Bank Ltd.
7.9%
Ultratech Cement Ltd.
6.2%
Coromandel International Ltd.
5.8%
Cipla Ltd.
5.3%
SBI Life Insurance Company Ltd.
4.5%
Godrej Consumer Products Ltd.
4.2%
Bajaj Finance Ltd.
4.1%
Sheela Foam Ltd.
3.6%
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Fund Manager
keyboard_arrow_upName
Sohini Andani
Gopal Agrawal
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Education
Ms. Andani is a B.Com (H) and C.A.
Mr.Agrawal is a B.E and MBM.
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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 HDFC Mutual Fund he has worked with DSP Mutual Fund, Tata AMC, Mirae Asset Mutual Fund ,SBI Mutual Fund, Kotak Securities, HDFC Securities, IDBI Capital, UTI Securities and IPCL.
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About Fund
keyboard_arrow_upDescription
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.
DSP BlackRock Mutual Fund started their mutual fund on 16/12/1996 and its managing total assets of ₹78,763 Cr. Its ranked at 9 as per total assets at end of 30th Sep 2017.
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Launch Date
29 Jun 1987
16 Dec 1996
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Custodian
Citibank NA
Citibank NA
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Registrar & Transfer Agent
Cams
Cams
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