Compare Funds

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

SBI Bluechip Direct Plan Growth

Equity
Large Cap
3.0

Kotak Bluechip Fund Direct Growth

Equity
Large Cap
4.0

Add a fund

SBI Bluechip Direct Plan Growth

(5.2%)

Kotak Bluechip Fund Direct Growth

(3.6%)
1Y
3Y
5Y
Fund Details
Risk
Very High
Very High
-
Min SIP Amount
₹500
₹100
-
Expense Ratio
0.83%
0.62%
-
NAV
₹89.5 (28-Feb-2025)
₹567.5 (28-Feb-2025)
-
Fund Started
01-Jan-2013
01-Jan-2013
-
Fund Size
₹49,128Cr
₹9,268Cr
-
Exit Load
Exit load of 1% if redeemed within 1 year
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
-
Returns
1Y
5.2%
3.6%
-
3Y
12.3%
13.0%
-
5Y
16.7%
17.2%
-
Pros & Cons
Pros
1.Lower expense ratio: 0.83%
2.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
1.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
2.Lower expense ratio: 0.62%
-
Cons
Found nothing so far.
Found nothing so far.
-

Holding Analysis

Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
-

Top Holdings

Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
9.6%
ICICI Bank Ltd.
7.4%
Larsen & Toubro Ltd.
5.4%
Infosys Ltd.
5.2%
Reliance Industries Ltd.
4.9%
Tata Consultancy Services Ltd.
3.8%
ITC Ltd.
3.6%
Kotak Mahindra Bank Ltd.
3.6%
Britannia Industries Ltd.
3.2%
Divi's Laboratories Ltd.
3.1%
Name
Assets
HDFC Bank Ltd.
6.9%
ICICI Bank Ltd.
6.2%
Infosys Ltd.
5.4%
Reliance Industries Ltd.
5.2%
Larsen & Toubro Ltd.
3.8%
Mahindra & Mahindra Ltd.
3.5%
Bharti Airtel Ltd.
3.3%
ITC Ltd.
3.1%
State Bank of India
2.9%
Axis Bank Ltd.
2.8%
-
Fund Manager
Name
Saurabh Pant
Rohit Tandon
-
Education
Mr. Pant is a B.Com (H), MBE and CFA (Level III).
Mr. Tandon has done B.E.(Mechanical) and PGDM from IIM-B
-
Experience
He has been associated with SBI Mutual Fund since 2007.
Prior to joining Kotak Mahindra Mutual Fund, he has worked with Reliance Nippon Life Insurance, Max Life Insurance and JP Morgan India
-
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.

Kotak Mahindra Mutual Fund started their mutual fund on 23/06/1998 and its managing total assets of ₹1,10,832 Cr. Its ranked at 7 as per total assets at end of 30th Sep 2017.

-

Launch Date

29 Jun 1987

05 Aug 1994

-

Custodian

Citibank NA

Stock Holding Corp. of India Ltd.

-

Registrar & Transfer Agent

Cams

Cams

-

Popular Comparisons

Motilal Oswal Multicap 35 Fund - Direct - Growth
Vs
SBI Flexicap Fund Direct Growth
Axis Bluechip Fund - Direct - Growth
Vs
SBI Bluechip Fund - Direct - Growth
HDFC Small Cap Fund - Direct - Growth
Vs
HSBC Small Cap Fund Direct Growth
ⓒ 2016-2025 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 5.8.0
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  GROWWMF |  SBI |  AXIS |  HDFC |  UTI |  NIPPON INDIA |  ICICI PRUDENTIAL |  TATA |  KOTAK |  DSP |  CANARA ROBECO |  SUNDARAM |  MIRAE ASSET |  IDFC |  FRANKLIN TEMPLETON |  PPFAS |  MOTILAL OSWAL |  INVESCO |  EDELWEISS |  ADITYA BIRLA SUN LIFE |  LIC |  HSBC |  NAVI |  QUANTUM |  UNION |  ITI |  MAHINDRA MANULIFE |  360 ONE |  BOI |  TAURUS |  JM FINANCIAL |  PGIM |  SHRIRAM |  BARODA BNP PARIBAS |  QUANT |  WHITEOAK CAPITAL |  TRUST |  SAMCO |  NJ