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Home>Mutual Funds>Compare SBI Bluechip Direct Plan Growth with SBI Magnum Equity ESG Fund Direct Plan Growth
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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
3.0star
INVEST NOW
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SBI Magnum Equity ESG Fund Direct Plan Growth
Equity
Sectoral / Thematic
3.0star
INVEST NOW
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SBI Bluechip Direct Plan Growth
(58.8%)
SBI Magnum Equity ESG Fund Direct Plan Growth
(58.1%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹500 | - |
| Expense Ratio | 0.96% | 1.29% | - |
| NAV | ₹68.4 (27-Oct-2021) | ₹183.1 (27-Oct-2021) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹31,817Cr | ₹4,310Cr | - |
Returns
keyboard_arrow_up1Y
58.8%
58.1%
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3Y
23.8%
24.8%
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5Y
15.6%
16.4%
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Pros & Cons
keyboard_arrow_upPros
1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
2. Lower expense ratio: 0.96%
1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
2. Lower expense ratio: 1.29%
3. Consistently top ranked fund
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Cons
1. Higher AUM: 31816Cr. Funds with a higher AUM tend to have lower returns in the future
Found nothing so far.
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Holding Analysis
keyboard_arrow_upTop 5
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Top 20
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P/E
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P/B
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Turnover
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Equity
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Cash
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Top Holdings
keyboard_arrow_upTop 10 Holdings
Name
Assets
HDFC Bank Ltd.
8.8%
ICICI Bank Ltd.
6.7%
Infosys Ltd.
5.4%
HCL Technologies Ltd.
5.1%
Larsen & Toubro Ltd.
4.0%
Housing Development Finance Corpn. Ltd.
4.0%
Divi's Laboratories Ltd.
3.5%
ITC Ltd.
3.5%
State Bank of India
2.9%
Shree Cement Ltd.
2.5%
Name
Assets
Infosys Ltd.
7.1%
Tata Consultancy Services Ltd.
6.1%
HDFC Bank Ltd.
5.9%
ICICI Bank Ltd.
4.4%
Tata Motors Ltd.
3.5%
Bharti Airtel Ltd.
3.2%
Larsen & Toubro Ltd.
3.2%
Bajaj Finance Ltd.
3.0%
Wipro Ltd.
2.9%
NVIDIA Corporation (USA)
2.8%
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Fund Manager
keyboard_arrow_upName
Sohini Andani
Ruchit Mehta
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Education
Ms. Andani is a B.Com (H) and C.A.
Mr. Mehta is a B.Com (H), MSc (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.
Prior to joining SBI AMC he has worked with HSBC AMC, ASK Raymond James & Associates Pvt. Ltd. and Prabhudas Lilladher Pvt. Ltd.
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About Fund
keyboard_arrow_upDescription
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.
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Launch Date
29 Jun 1987
29 Jun 1987
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Custodian
Citibank NA
SBI SG Global Securities Services Pvt.Ltd.
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Registrar & Transfer Agent
Cams
Cams
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