Home>Mutual Funds>Compare>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
3.0 star
INVEST NOW
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SBI Magnum Equity ESG Fund Direct Plan Growth

Equity
Sectoral/Thematic
3.0 star
INVEST NOW
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SBI Bluechip Direct Plan Growth

(21.6%)

SBI Magnum Equity ESG Fund Direct Plan Growth

(19.4%)
1Y
3Y
5Y
Fund Details
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RiskModerately HighHigh-
Min SIP Amount₹500₹500-
Expense Ratio1.03%1.33%-
NAV₹53.8 (21-Jan-2021)₹143.4 (21-Jan-2021)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹25,925Cr₹3,334Cr-
Returns
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1Y
21.6%
19.4%
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3Y
9.2%
12.1%
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5Y
15.0%
15.5%
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Pros & Cons
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Pros
1. Lower expense ratio - 1.07%
1. 3Y Returns are higher than the category average returns
2. 5Y Returns are higher than the category average returns
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Cons
1. Asset under management(AUM) is more than 15000 Crs. Returns tend to go low once AUM exceeds a certain amount
2. Risk-adjusted returns are lower compared to the category
3. 1Y Returns are lower than the category average returns
4. 3Y Returns are lower than the category average returns
5. 5Y Returns are lower than the category average returns
1. Risk-adjusted returns are lower compared to the category
2. 1Y Returns are lower than the category average returns
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Holding Analysis

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Top 5
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Top 20
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P/E
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P/B
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Turn Over
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Equity
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Cash
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Top Holdings

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Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
10.0%
ICICI Bank Ltd.
6.3%
Infosys Ltd.
5.0%
HCL Technologies Ltd.
4.8%
Housing Development Finance Corpn. Ltd.
4.0%
Larsen & Toubro Ltd.
3.8%
Divi's Laboratories Ltd.
3.8%
ITC Ltd.
3.7%
Reliance Industries Ltd.
3.6%
Shree Cement Ltd.
2.8%
Name
Assets
Infosys Ltd.
9.8%
HDFC Bank Ltd.
9.4%
Reliance Industries Ltd.
5.8%
Tata Consultancy Services Ltd.
5.1%
ICICI Bank Ltd.
4.3%
Kotak Mahindra Bank Ltd.
3.9%
Bharti Airtel Ltd.
3.2%
Larsen & Toubro Ltd.
3.1%
Page Industries Ltd.
2.9%
Divi's Laboratories Ltd.
2.9%
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Fund Manager
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Name
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
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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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