Compare SBI Bluechip Direct Plan Growth vs SBI Magnum Equity ESG Fund Direct Plan Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
SBI Bluechip Direct Plan GrowthEquity
Large Cap
3.0
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SBI Magnum Equity ESG Fund Direct Plan GrowthEquity
Sectoral / Thematic
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SBI Bluechip Direct Plan Growth

(0.9%)

SBI Magnum Equity ESG Fund Direct Plan Growth

(0.2%)

Fund Details

Risk	Very High	Very High	-
Min SIP Amount	₹500	₹500	-
Expense Ratio	0.91%	1.34%	-
NAV	₹67.0 (06-Oct-2022)	₹174.9 (06-Oct-2022)	-
Fund Started	01-Jan-2013	01-Jan-2013	-
Fund Size	₹34,043Cr	₹4,670Cr	-
Exit Load	Exit load of 1% if redeemed within 1 year	Exit load of 1% if redeemed within 1 year	-

Returns

1Y
0.9%
0.2%
-
3Y
17.4%
16.4%
-
5Y
12.0%
13.2%
-

Pros & Cons

Pros
1. Lower expense ratio: 0.91%2. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
1. Consistently top ranked fund2. Lower expense ratio: 1.34%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 future2. Lower alpha: -0.36
The fund has generated returns lower than benchmark - S&P BSE 100 Total Return Index - in the last 3Y 
1. 3Y annualised returns lower than category average by 0.49%
-

Holding Analysis

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

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
Infosys Ltd.
6.5%
Housing Development Finance Corpn. Ltd.
6.1%
ICICI Bank Ltd.
6.0%
HDFC Bank Ltd.
4.6%
Axis Bank Ltd.
3.9%
Page Industries Ltd.
3.8%
Larsen & Toubro Ltd.
3.7%
Ultratech Cement Ltd.
3.4%
Mahindra & Mahindra Ltd.
3.2%
Maruti Suzuki India Ltd.
3.1%
-

Fund Manager

Name
Sohini Andani
Mohit Jain
-
Education
Ms. Andani is a B.Com (H) and C.A.
Mr. Jain is B.E (Engineering) & CFA (Level III candidate)
-
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 SBI Mutual Fund, he has worked with Crisil Ltd. as a Research Analyst.
-

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
-

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Compare Funds

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

SBI Bluechip Direct Plan Growth

SBI Magnum Equity ESG Fund Direct Plan Growth

Add a fund

SBI Bluechip Direct Plan Growth

SBI Magnum Equity ESG Fund Direct Plan Growth

1. Lower expense ratio: 0.91%

2. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y

1. Consistently top ranked fund

2. Lower expense ratio: 1.34%

3. 1Y and 5Y annualised returns higher than category average

1. Higher AUM: 34043Cr. Funds with a higher AUM tend to have lower returns in the future

2. Lower alpha: -0.36 The fund has generated returns lower than benchmark - S&P BSE 100 Total Return Index - in the last 3Y

1. 3Y annualised returns lower than category average by 0.49%

Holding Analysis

Top Holdings

Popular Comparisons