Compare SBI Bluechip Direct Plan Growth vs SBI Flexicap Fund Direct Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
SBI Bluechip Direct Plan GrowthEquity
Large Cap
4.0
INVEST NOW
SBI Flexicap Fund Direct GrowthEquity
Flexi Cap
3.0
INVEST NOW
Add a fund

SBI Bluechip Direct Plan Growth

(27.0%)

SBI Flexicap Fund Direct Growth

(31.5%)

Fund Details

Risk	Very High	Very High	-
Min SIP Amount	₹500	₹500	-
Expense Ratio	0.84%	0.83%	-
NAV	₹88.3 (26-Apr-2024)	₹109.7 (26-Apr-2024)	-
Fund Started	01-Jan-2013	04-Jan-2013	-
Fund Size	₹44,819Cr	₹20,283Cr	-
Exit Load	Exit load of 1% if redeemed within 1 year	Exit load of 0.10% if redeemed within 30 days.	-

Returns

1Y
27.0%
31.5%
-
3Y
17.2%
18.0%
-
5Y
16.2%
16.2%
-

Pros & Cons

Pros
1. Lower expense ratio: 0.84%2. 5Y and 10Y annualised returns higher than category average
1. Lower expense ratio: 0.83%2. 10Y annualised returns higher than category average by 2.25%
-

Cons
1. Consistently lower annualised returns than category average for the past 1Y and 3Y
1. Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
-

Holding Analysis

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

Top Holdings

Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
8.1%
ICICI Bank Ltd.
7.8%
Larsen & Toubro Ltd.
6.2%
ITC Ltd.
4.8%
Bajaj Finance Ltd.
4.5%
Reliance Industries Ltd.
4.2%
Infosys Ltd.
4.0%
Britannia Industries Ltd.
2.9%
Kotak Mahindra Bank Ltd.
2.6%
Page Industries Ltd.
2.4%
Name
Assets
Reliance Industries Ltd.
6.1%
ICICI Bank Ltd.
5.7%
Kotak Mahindra Bank Ltd.
5.4%
Infosys Ltd.
3.6%
HDFC Bank Ltd.
2.9%
Cognizant Technology Solutions Corp.
2.7%
Larsen & Toubro Ltd.
2.4%
Bharti Airtel Ltd.
2.3%
Mahindra & Mahindra Ltd.
2.3%
ITC Ltd.
1.9%
-

Fund Manager

Name
Saurabh Pant
Rama Iyer Srinivasan
-
Education
Mr. Pant is a B.Com (H), MBE and CFA (Level III).
Mr. Srinivasan is M.Com and MFM.
-
Experience
He has been associated with SBI Mutual Fund since 2007.
Prior to joining SBI Mutual Fund he has worked with Principal AMC, Oppenheimer & Co, Indosuez WI Carr and Motilal Oswal.
-

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.
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.
-
Launch Date
29 Jun 1987
29 Jun 1987
-
Custodian
Citibank NA
Citibank NA
-
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

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
Contact Us
PRODUCTS
StocksFutures & OptionsIPOMutual FundsCreditBill Payments
GROWW
About UsPricingBlogMedia & PressCareersHelp and SupportTrust and Safety
QUICK LINKS
AMC Mutual FundsCalculatorsGlossaryOpen Demat AccountGroww DigestSitemapIncome Tax Calculator
ⓒ 2016-2024 Groww. All rights reserved, Built with ♥in India