Compare SBI Bluechip Direct Plan Growth vs SBI ESG Exclusionary Strategy Fund Direct Plan Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
SBI Bluechip Direct Plan GrowthEquity
Large Cap
3.0
SBI ESG Exclusionary Strategy Fund Direct Plan GrowthEquity
Thematic
Add a fund

SBI Bluechip Direct Plan Growth

(21.6%)

SBI ESG Exclusionary Strategy Fund Direct Plan Growth

(22.9%)

Fund Details

Risk
Very High
Very High
-
Min SIP Amount
₹500
₹500
-
Expense Ratio
0.81%
1.31%
-
NAV
₹100.4 (12-Dec-2024)
₹264.5 (11-Dec-2024)
- 
Fund Started
01-Jan-2013
01-Jan-2013
-
Fund Size
₹53,276Cr
₹6,112Cr
-
Exit Load
Exit load of 1% if redeemed within 1 year
Exit load of 1% if redeemed within 1 year
-

Returns

1Y
21.6%
22.9%
-
3Y
14.8%
13.5%
-
5Y
18.4%
17.7%
-

Pros & Cons

Pros
1.Lower expense ratio: 0.81%2.5Y and 10Y annualised returns higher than category average
1.3Y annualised returns higher than category average by 0.48%
-

Cons
1.Consistently lower annualised returns than category average for the past 1Y and 3Y
1.1Y and 5Y annualised returns lower than category average2.Higher expense ratio: 1.31%
-

Holding Analysis

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

Top Holdings

Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
8.4%
ICICI Bank Ltd.
7.4%
ITC Ltd.
4.9%
Infosys Ltd.
4.8%
Larsen & Toubro Ltd.
4.5%
Reliance Industries Ltd.
4.1%
Tata Consultancy Services Ltd.
3.6%
Divi's Laboratories Ltd.
3.2%
Kotak Mahindra Bank Ltd.
3.2%
Britannia Industries Ltd.
3.0%
Name
Assets
HDFC Bank Ltd.
9.0%
Infosys Ltd.
8.6%
ICICI Bank Ltd.
7.8%
Tata Consultancy Services Ltd.
4.8%
Larsen & Toubro Ltd.
4.7%
Axis Bank Ltd.
4.5%
Kotak Mahindra Bank Ltd.
3.8%
State Bank of India
3.5%
Ultratech Cement Ltd.
3.4%
Maruti Suzuki India Ltd.
3.1%
-

Fund Manager

Name
Saurabh Pant
Rohit Shimpi
-
Education
Mr. Pant is a B.Com (H), MBE and CFA (Level III).
Mr. Shimpi is a B. Com., PGDBM (Finance), CFA.
-
Experience
He has been associated with SBI Mutual Fund since 2007.
Prior to joining SBI Mutaul Fund, he has worked with CNBC TV18, JP Morgan’s offshore research centre and HDFC Standard Life Insurance.
-

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
SBI SG Global Securities Services Pvt.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

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