Compare Funds

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

SBI Bluechip Direct Plan Growth

Equity
Large Cap
4.0
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SBI Magnum Equity ESG Fund Direct Plan Growth

Equity
Sectoral / Thematic
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SBI Bluechip Direct Plan Growth

(26.7%)

SBI Magnum Equity ESG Fund Direct Plan Growth

(28.6%)
1Y
3Y
5Y
Fund Details
RiskVery HighVery High-
Min SIP Amount₹500₹500-
Expense Ratio0.85%1.32%-
NAV₹85.8 (27-Feb-2024)₹223.3 (26-Feb-2024)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹43,273Cr₹5,472Cr-
Exit LoadExit load of 1% if redeemed within 1 yearExit load of 1% if redeemed within 1 year-
Returns
1Y
26.7%
28.6%
-
3Y
15.6%
16.0%
-
5Y
17.5%
16.9%
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Pros & Cons
Pros
1. Lower expense ratio: 0.85%
2. 5Y and 10Y annualised returns higher than category average
1. Lower expense ratio: 1.32%
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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 and 3Y
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Holding Analysis

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

Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
8.4%
ICICI Bank Ltd.
7.6%
Larsen & Toubro Ltd.
6.0%
ITC Ltd.
5.0%
Infosys Ltd.
4.6%
Bajaj Finance Ltd.
4.5%
Reliance Industries Ltd.
4.2%
Britannia Industries Ltd.
2.9%
Page Industries Ltd.
2.7%
Divi's Laboratories Ltd.
2.3%
Name
Assets
Infosys Ltd.
8.2%
HDFC Bank Ltd.
7.0%
ICICI Bank Ltd.
7.0%
Axis Bank Ltd.
6.1%
Larsen & Toubro Ltd.
5.1%
Ultratech Cement Ltd.
4.3%
Tata Consultancy Services Ltd.
4.0%
TVS Motor Company Ltd.
3.7%
ABB India Ltd.
3.3%
State Bank of India
3.3%
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Fund Manager
Name
Sohini Andani
Rohit Shimpi
-
Education
Ms. Andani is a B.Com (H) and C.A.
Mr. Shimpi is a B. Com., PGDBM (Finance), 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 Mutaul Fund, he has worked with CNBC TV18, JP Morgan’s offshore research centre and HDFC Standard Life Insurance.
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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.

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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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