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
3.0star
INVEST NOW
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SBI Magnum Equity ESG Fund Direct Plan Growth
Equity
Sectoral / Thematic
3.0star
INVEST NOW
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SBI Bluechip Direct Plan Growth
(48.2%)
SBI Magnum Equity ESG Fund Direct Plan Growth
(45.8%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹500 | - |
| Expense Ratio | 0.97% | 1.30% | - |
| NAV | ₹60.4 (26-Jul-2021) | ₹159.7 (26-Jul-2021) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹28,580Cr | ₹3,922Cr | - |
Returns
keyboard_arrow_up1Y
48.2%
45.8%
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3Y
14.1%
15.1%
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5Y
13.4%
13.9%
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Pros & Cons
keyboard_arrow_upPros
1. Lower expense ratio - 0.97%
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
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. 5Y Returns are lower than the category average returns
1. 1Y Returns are lower than the category average returns
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Holding Analysis
keyboard_arrow_upTop 5
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Top 20
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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
keyboard_arrow_upTop 10 Holdings
Name
Assets
HDFC Bank Ltd.
9.0%
ICICI Bank Ltd.
6.7%
Infosys Ltd.
5.7%
HCL Technologies Ltd.
4.3%
Larsen & Toubro Ltd.
4.0%
Housing Development Finance Corpn. Ltd.
3.9%
Divi's Laboratories Ltd.
3.6%
State Bank of India
3.3%
ITC Ltd.
3.3%
Motherson Sumi Systems Ltd.
2.7%
Name
Assets
Infosys Ltd.
7.4%
HDFC Bank Ltd.
6.1%
ICICI Bank Ltd.
4.3%
Tata Consultancy Services Ltd.
4.3%
Tata Motors Ltd.
3.5%
Larsen & Toubro Ltd.
3.1%
NVIDIA Corporation (USA)
3.0%
Axis Bank Ltd.
2.9%
Divi's Laboratories Ltd.
2.8%
Ultratech Cement Ltd.
2.8%
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Fund Manager
keyboard_arrow_upName
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
keyboard_arrow_upDescription
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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