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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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ICICI Prudential Bluechip Fund Direct Growth

Equity
Large Cap
4.0 star
INVEST NOW
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SBI Bluechip Direct Plan Growth

(-3.7%)

ICICI Prudential Bluechip Fund Direct Growth

(-2.9%)
1Y
3Y
5Y
Fund Details
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RiskModerately HighModerately High-
Min SIP Amount₹500₹100-
Expense Ratio1.07%1.08%-
NAV₹41.0 (29-Sep-2020)₹43.6 (29-Sep-2020)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹22,604Cr₹24,365Cr-
Returns
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1Y
-3.7%
-2.9%
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3Y
3.1%
3.7%
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5Y
8.0%
8.8%
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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. Lower expense ratio - 1.1%
2. 1Y Returns are higher than the category average returns
3. 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. Risk-adjusted returns are lower compared to the category
3. 5Y Returns are lower than the category average returns
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
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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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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
Infosys Ltd.
8.3%
HDFC Bank Ltd.
8.1%
Reliance Industries Ltd.
7.0%
ICICI Bank Ltd.
6.5%
Bharti Airtel Ltd.
5.4%
Axis Bank Ltd.
4.5%
Housing Development Finance Corpn. Ltd.
3.9%
Hindustan Unilever Ltd.
3.0%
SBI Life Insurance Company Ltd.
3.0%
ITC Ltd.
2.7%
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Fund Manager
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Name
Sohini Andani
Rajat Chandak
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Education

Ms. Andani is a B.Com (H) and C.A.

Mr. Chandak is a B.Com (H) and MBA.

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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.

He has been associated with ICICI Prudential AMC since 2008.

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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.

ICICI Prudential Mutual Fund started their mutual fund on 13/10/1993 and its managing total assets of ₹2,79,369 Cr. Its ranked at 1 as per total assets at end of 30th Sep 2017.

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Launch Date
29 Jun 1987
13 Oct 1993
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Custodian
Citibank NA
HDFC Bank
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Registrar & Transfer Agent
Cams
Cams
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