Home>Mutual Funds>Compare SBI Bluechip Direct Plan Growth with Mirae Asset Hybrid Equity Fund Direct Growth
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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
SBI Bluechip Direct Plan Growth
Equity
Large Cap
3.0
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Mirae Asset Hybrid Equity Fund Direct Growth
Hybrid
Aggressive Hybrid
4.0
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SBI Bluechip Direct Plan Growth
(6.1%)
Mirae Asset Hybrid Equity Fund Direct Growth
(6.9%)
1Y
3Y
5Y
Fund Details
| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹1000 | - |
| Expense Ratio | 0.94% | 0.45% | - |
| NAV | ₹60.9 (23-May-2022) | ₹23.0 (23-May-2022) | - |
| Fund Started | 01-Jan-2013 | 29-Jul-2015 | - |
| Fund Size | ₹31,443Cr | ₹6,649Cr | - |
| Exit Load | Exit load of 1% if redeemed within 1 year | For units in excess of 15% of the investment,1% will be charged for redemption within 365 days | - |
Returns
1Y
6.1%
6.9%
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3Y
13.2%
13.5%
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5Y
11.5%
12.7%
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Pros & Cons
Pros
1. 3Y annualised returns higher than category average by 1.31%
2. Lower expense ratio: 0.96%
1. 3Y and 5Y annualised returns higher than category average
2. Higher alpha: 2.19 The fund has generated returns higher than benchmark - CRISIL Hybrid 35+65 Aggressive Index - in the last 3Y
3. Lower expense ratio: 0.49%
4. Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
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Cons
1. Higher AUM: 31933Cr. Funds with a higher AUM tend to have lower returns in the future
2. 1Y and 5Y annualised returns lower than category average
1. 1Y annualised returns lower than category average by 23.46%
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Holding Analysis
Top 5
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-
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Top 20
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-
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P/E
-
-
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P/B
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-
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Turnover
-
-
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Equity
-
-
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Cash
-
-
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Top Holdings
Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
8.2%
ICICI Bank Ltd.
7.0%
Infosys Ltd.
6.5%
Reliance Industries Ltd.
4.8%
Larsen & Toubro Ltd.
4.2%
HCL Technologies Ltd.
4.1%
ITC Ltd.
3.7%
Housing Development Finance Corpn. Ltd.
3.6%
State Bank of India
2.8%
Divi's Laboratories Ltd.
2.8%
Name
Assets
Infosys Ltd.
5.8%
HDFC Bank Ltd.
5.5%
ICICI Bank Ltd.
5.3%
Reliance Industries Ltd.
4.5%
Axis Bank Ltd.
3.2%
GOI
3.1%
State Bank of India
3.1%
Tata Consultancy Services Ltd.
2.8%
GOI
2.2%
Larsen & Toubro Ltd.
2.1%
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Fund Manager
Name
Sohini Andani
Mahendra Kumar Jajoo
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Education
Ms. Andani is a B.Com (H) and C.A.
Mr. Jajoo is a B.Com (H), CS, Chartered Accountant and CFA.
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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 Mirae Asset Mutual Fund he was Director with AUM Capital Markets Ltd. and also been associated with organisations like PGIM India Mutual Fund, Tata Asset Management Company, BNP Paribas Asset Management India Pvt. Ltd., ABN Amro Securities India Pvt. Ltd. and ICICI Group.
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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.
Mirae Asset Mutual Fund started their mutual fund on 30/11/2007 and its managing total assets of ₹11,044 Cr. Its ranked at 22 as per total assets at end of 30th Sep 2017.
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Launch Date
29 Jun 1987
26 Apr 2019
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Custodian
Citibank NA
Deutsche Bank
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Registrar & Transfer Agent
Cams
KFin Tech
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