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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

(-3.6%)

SBI Magnum Equity ESG Fund Direct Plan Growth

(-3.1%)
1Y
3Y
5Y
Fund Details
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RiskModerately HighHigh-
Min SIP Amount₹500₹500-
Expense Ratio1.07%1.36%-
NAV₹41.1 (28-Sep-2020)₹110.9 (28-Sep-2020)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹22,604Cr₹2,772Cr-
Returns
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1Y
-3.6%
-3.1%
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3Y
3.4%
6.4%
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5Y
8.1%
8.7%
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Pros & Cons
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Pros
1. Lower expense ratio - 1.04%
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
1. 1Y 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. 5Y Returns are lower than the category average returns
1. Risk-adjusted returns are lower compared to the category
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Holding Analysis

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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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-
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P/B
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-
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Turn Over
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-
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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.
9.6%
ICICI Bank Ltd.
5.5%
Divi's Laboratories Ltd.
5.0%
Reliance Industries Ltd.
4.5%
HCL Technologies Ltd.
4.0%
ITC Ltd.
3.9%
Infosys Ltd.
3.8%
Housing Development Finance Corpn. Ltd.
3.7%
Larsen & Toubro Ltd.
3.2%
Shree Cement Ltd.
2.7%
Name
Assets
Infosys Ltd.
9.4%
HDFC Bank Ltd.
8.8%
Reliance Industries Ltd.
7.3%
Kotak Mahindra Bank Ltd.
5.4%
Tata Consultancy Services Ltd.
4.9%
ICICI Bank Ltd.
3.8%
Bharti Airtel Ltd.
3.5%
Axis Bank Ltd.
3.1%
Page Industries Ltd.
2.7%
Larsen & Toubro Ltd.
2.7%
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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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