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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 Flexicap Fund Direct Growth

Equity
Flexi Cap
3.0
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SBI Bluechip Direct Plan Growth

(8.8%)

SBI Flexicap Fund Direct Growth

(6.6%)
1Y
3Y
5Y
Fund Details
RiskVery HighVery High-
Min SIP Amount₹500₹500-
Expense Ratio0.96%0.88%-
NAV₹67.9 (16-Aug-2022)₹83.3 (16-Aug-2022)-
Fund Started01-Jan-201304-Jan-2013-
Fund Size₹32,773Cr₹15,671Cr-
Exit LoadExit load of 1% if redeemed within 1 yearExit load of 0.10% if redeemed within 30 days.-
Returns
1Y
8.8%
6.6%
-
3Y
19.3%
18.5%
-
5Y
12.4%
12.7%
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Pros & Cons
Pros
1. Lower expense ratio: 0.96%
2. 3Y annualised returns higher than category average by 4.46%
1. Lower expense ratio: 0.88%
2. 3Y annualised returns higher than category average by 3.24%
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Cons
1. Higher AUM: 32773Cr. Funds with a higher AUM tend to have lower returns in the future
2. 1Y and 5Y annualised returns lower than category average
3. Lower alpha: -0.15 The fund has generated returns lower than benchmark - S&P BSE 100 Total Return Index - in the last 3Y
1. Higher AUM: 15671Cr. Funds with a higher AUM tend to have lower returns in the future
2. 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.
7.9%
ICICI Bank Ltd.
7.6%
Infosys Ltd.
5.3%
Reliance Industries Ltd.
4.8%
ITC Ltd.
4.3%
Larsen & Toubro Ltd.
4.2%
Housing Development Finance Corpn. Ltd.
3.6%
HCL Technologies Ltd.
3.2%
State Bank of India
3.0%
Divi's Laboratories Ltd.
2.9%
Name
Assets
ICICI Bank Ltd.
8.3%
State Bank of India
5.5%
HDFC Bank Ltd.
5.0%
ITC Ltd.
4.5%
Reliance Industries Ltd.
4.5%
Infosys Ltd.
3.6%
Axis Bank Ltd.
3.0%
Alphabet Inc Class A
2.9%
Larsen & Toubro Ltd.
2.4%
Hindalco Industries Ltd.
2.2%
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Fund Manager
Name
Sohini Andani
R. Srinivasan
-
Education
Ms. Andani is a B.Com (H) and C.A.
Mr. Srinivasan is M.Com and MFM.
-
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 Principal AMC, Oppenheimer & Co, Indosuez WI Carr and Motilal Oswal.
-
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

Citibank NA

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Registrar & Transfer Agent

Cams

Cams

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