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
SBI Bluechip Direct Plan Growth
Equity
Large Cap
3.0
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SBI Magnum Equity ESG Fund Direct Plan Growth
Equity
Sectoral / Thematic
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SBI Bluechip Direct Plan Growth
(5.5%)
SBI Magnum Equity ESG Fund Direct Plan Growth
(5.4%)
1Y
3Y
5Y
Fund Details
| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹500 | - |
| Expense Ratio | 0.94% | 1.35% | - |
| NAV | ₹59.8 (19-May-2022) | ₹155.5 (19-May-2022) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹31,443Cr | ₹4,272Cr | - |
| Exit Load | Exit load of 1% if redeemed within 1 year | Exit load of 1% if redeemed within 1 year | - |
Returns
1Y
5.5%
5.4%
-
3Y
13.6%
12.8%
-
5Y
10.9%
11.3%
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Pros & Cons
Pros
1. 3Y annualised returns higher than category average by 1.31%
2. Lower expense ratio: 0.96%
Found nothing so far.
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Cons
1. Higher AUM: 31933Cr. Funds with a higher AUM tend to have lower returns in the future
2. 1Y and 5Y annualised returns lower than category average
Found nothing so far.
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Holding Analysis
Top 5
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-
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Top 20
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-
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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
Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
8.2%
ICICI Bank Ltd.
7.0%
Infosys Ltd.
6.5%
Reliance Industries Ltd.
4.8%
Larsen & Toubro Ltd.
4.2%
HCL Technologies Ltd.
4.1%
ITC Ltd.
3.7%
Housing Development Finance Corpn. Ltd.
3.6%
State Bank of India
2.8%
Divi's Laboratories Ltd.
2.8%
Name
Assets
Infosys Ltd.
8.4%
Housing Development Finance Corpn. Ltd.
6.0%
ICICI Bank Ltd.
5.6%
HDFC Bank Ltd.
5.1%
Axis Bank Ltd.
4.0%
Wipro Ltd.
3.6%
Larsen & Toubro Ltd.
3.5%
Page Industries Ltd.
3.3%
Bharti Airtel Ltd.
3.3%
Tata Consultancy Services Ltd.
3.2%
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Fund Manager
Name
Sohini Andani
Mohit Jain
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Education
Ms. Andani is a B.Com (H) and C.A.
Mr. Jain is B.E (Engineering) & CFA (Level III candidate)
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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 Mutual Fund, he has worked with Crisil Ltd. as a Research Analyst.
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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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