Compare SBI Bluechip Direct Plan Growth vs SBI ESG Exclusionary Strategy Fund Direct Plan Growth

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

(27.2%)

SBI ESG Exclusionary Strategy Fund Direct Plan Growth

(30.8%)

Fund Details

Risk	Very High	Very High	-
Min SIP Amount	₹500	₹500	-
Expense Ratio	0.81%	1.30%	-
NAV	₹99.9 (26-Jul-2024)	₹256.8 (25-Jul-2024)	-
Fund Started	01-Jan-2013	01-Jan-2013	-
Fund Size	₹49,177Cr	₹5,874Cr	-
Exit Load	Exit load of 1% if redeemed within 1 year	Exit load of 1% if redeemed within 1 year	-

Returns

1Y
27.2%
30.8%
-
3Y
18.2%
17.1%
-
5Y
19.4%
18.8%
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Pros & Cons

Pros
1.Lower expense ratio: 0.81%2.5Y and 10Y annualised returns higher than category average
1.Lower expense ratio: 1.3%2.3Y annualised returns higher than category average by 0.78%
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Cons
1.Consistently lower annualised returns than category average for the past 1Y and 3Y
1.1Y and 5Y annualised returns lower than category average
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Holding Analysis

Top 5
-
-
-
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.
7.1%
Reliance Industries Ltd.
5.0%
Larsen & Toubro Ltd.
4.5%
Infosys Ltd.
4.4%
ITC Ltd.
4.3%
Tata Consultancy Services Ltd.
3.6%
Kotak Mahindra Bank Ltd.
3.4%
Britannia Industries Ltd.
2.9%
Cholamandalam Investment and Finance Company Ltd.
2.7%
Name
Assets
HDFC Bank Ltd.
7.6%
Infosys Ltd.
7.2%
ICICI Bank Ltd.
7.1%
Axis Bank Ltd.
4.9%
Larsen & Toubro Ltd.
4.9%
Kotak Mahindra Bank Ltd.
4.5%
Ultratech Cement Ltd.
4.3%
Tata Consultancy Services Ltd.
3.9%
State Bank of India
3.5%
Maruti Suzuki India Ltd.
3.3%
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Fund Manager

Name
Saurabh Pant
Rohit Shimpi
-
Education
Mr. Pant is a B.Com (H), MBE and CFA (Level III).
Mr. Shimpi is a B. Com., PGDBM (Finance), CFA.
-
Experience
He has been associated with SBI Mutual Fund since 2007.
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
-
Custodian
Citibank NA
SBI SG Global Securities Services Pvt.Ltd.
-
Registrar & Transfer Agent
Cams
Cams
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