Compare Funds

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

SBI Bluechip Direct Plan Growth

Equity
Large Cap
3.0
INVEST NOW

Nippon India Large Cap Fund Direct Growth

Equity
Large Cap
2.0
INVEST NOW

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SBI Bluechip Direct Plan Growth

(-0.7%)

Nippon India Large Cap Fund Direct Growth

(6.3%)
1Y
3Y
5Y
Fund Details
RiskVery HighVery High-
Min SIP Amount₹500₹100-
Expense Ratio0.91%1.00%-
NAV₹66.8 (23-Sep-2022)₹58.0 (23-Sep-2022)-
Fund Started01-Jan-201331-Dec-2012-
Fund Size₹34,043Cr₹12,193Cr-
Exit LoadExit load of 1% if redeemed within 1 yearExit load of 1% if redeemed within 7 days.-
Returns
1Y
-0.7%
6.3%
-
3Y
16.0%
16.6%
-
5Y
11.9%
12.8%
-
Pros & Cons
Pros
1. Lower expense ratio: 0.91%
2. 5Y annualised returns higher than category average by 0.1%
1. 1Y category rank: 3
2. Lower expense ratio: 1%
3. 1Y and 5Y annualised returns higher than category average
-
Cons
1. Higher AUM: 34043Cr. Funds with a higher AUM tend to have lower returns in the future
2. Consistently lower annualised returns than category average for the past 1Y and 3Y
1. 3Y annualised returns lower than category average by 0.47%
2. Low rating: 2
-

Holding Analysis

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

Top 10 Holdings
Name
Assets
ICICI Bank Ltd.
7.9%
HDFC Bank Ltd.
7.9%
Infosys Ltd.
4.9%
Reliance Industries Ltd.
4.9%
ITC Ltd.
4.4%
Larsen & Toubro Ltd.
4.3%
Housing Development Finance Corpn. Ltd.
3.6%
HCL Technologies Ltd.
3.1%
State Bank of India
2.9%
Mahindra & Mahindra Ltd.
2.9%
Name
Assets
HDFC Bank Ltd.
7.0%
Housing Development Finance Corpn. Ltd.
6.2%
Larsen & Toubro Ltd.
6.1%
Reliance Industries Ltd.
6.0%
ICICI Bank Ltd.
5.6%
ITC Ltd.
5.3%
State Bank of India
5.2%
The Indian Hotels Company Ltd.
4.5%
Infosys Ltd.
4.3%
HCL Technologies Ltd.
3.4%
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Fund Manager
Name
Sohini Andani
Sailesh Raj Bhan
-
Education
Ms. Andani is a B.Com (H) and C.A.
Mr. Bhan is an MBA (Finance) and CFA.
-
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 Nippon India Mutual Fund, he has worked with Emkay Share & Stock Broker Pvt. Ltd, Shah & Sequeira Invst. Pvt. Ltd, ICFAI- Securities Research Center Analyst - Equity Research.
-
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.

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

-

Registrar & Transfer Agent

Cams

KFin Tech

-

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