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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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Nippon India Large Cap Fund Direct Growth

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

(-3.7%)

Nippon India Large Cap Fund Direct Growth

(-11.1%)
1Y
3Y
5Y
Fund Details
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RiskModerately HighModerately High-
Min SIP Amount₹500₹100-
Expense Ratio1.07%1.02%-
NAV₹41.0 (29-Sep-2020)₹31.9 (29-Sep-2020)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹22,604Cr₹10,616Cr-
Returns
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1Y
-3.7%
-11.1%
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3Y
3.1%
0.7%
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5Y
8.0%
6.4%
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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 - 1.03%
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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. Risk-adjusted returns are lower compared to the category
2. 1Y Returns are lower than the category average returns
3. 5Y Returns are lower than the category average returns
4. 3Y Returns are lower than the category average returns
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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
HDFC Bank Ltd.
6.8%
ICICI Bank Ltd.
6.1%
Infosys Ltd.
6.1%
Axis Bank Ltd.
6.1%
ITC Ltd.
5.8%
State Bank of India
5.2%
Bharti Airtel Ltd.
4.2%
Tata Steel Ltd.
3.3%
National Thermal Power Corp. Ltd.
3.0%
HCL Technologies Ltd.
2.9%
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Fund Manager
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Name
Sohini Andani
Sailesh Raj Bhan
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Education

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

Mr. Bhan is an MBA (Finance) 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.

Mr. Sailesh Raj Bhan has about 19 years experience in equity research and fund management, with over 10 years at Reliance Nippon Life Asset Management Limited (formerly Reliance Capital Asset Management Limited). He manages diversified equity schemes like Reliance Equity Opportunities Fund (the largest Flexicap Scheme in India with assets of USD 800 million) since its inception in 2005 and Reliance Top200 Fund (a large cap diversified equity fund) since its inception in 2007. In addition, for over 9 years, he has been managing two specialized sector funds - Reliance Pharma Sector Fund (the largest pharma sector fund in India) and Reliance Media and Entertainment Fund.

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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.

Reliance Mutual Fund started their mutual fund on 30/06/1995 and its managing total assets of ₹2,32,169 Cr. Its ranked at 3 as per total assets at end of 30th Sep 2017.

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Launch Date
29 Jun 1987
30 Jun 1995
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Custodian
Citibank NA
Deutsche Bank
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Registrar & Transfer Agent
Cams
KFin Tech
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