search
Compare Funds
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
cancel
SBI Bluechip Direct Plan Growth
Equity
Large Cap
3.0star
INVEST NOW
cancel
SBI Flexicap Fund Direct Growth
Equity
Flexi Cap
3.0star
INVEST NOW
add_circle_outline
Add a fund
SBI Bluechip Direct Plan Growth
(58.8%)
SBI Flexicap Fund Direct Growth
(62.9%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹500 | - |
| Expense Ratio | 0.96% | 0.87% | - |
| NAV | ₹68.4 (27-Oct-2021) | ₹85.0 (27-Oct-2021) | - |
| Fund Started | 01-Jan-2013 | 04-Jan-2013 | - |
| Fund Size | ₹31,817Cr | ₹15,291Cr | - |
Returns
keyboard_arrow_up1Y
58.8%
62.9%
-
3Y
23.8%
24.3%
-
5Y
15.6%
16.7%
-
Pros & Cons
keyboard_arrow_upPros
1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
2. Lower expense ratio: 0.96%
1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
2. Lower expense ratio: 0.87%
-
Cons
1. Higher AUM: 31816Cr. Funds with a higher AUM tend to have lower returns in the future
1. Higher AUM: 15290Cr. Funds with a higher AUM tend to have lower returns in the future
-
Holding Analysis
keyboard_arrow_upTop 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
-
Top Holdings
keyboard_arrow_upTop 10 Holdings
Name
Assets
HDFC Bank Ltd.
8.8%
ICICI Bank Ltd.
6.7%
Infosys Ltd.
5.4%
HCL Technologies Ltd.
5.1%
Larsen & Toubro Ltd.
4.0%
Housing Development Finance Corpn. Ltd.
4.0%
Divi's Laboratories Ltd.
3.5%
ITC Ltd.
3.5%
State Bank of India
2.9%
Shree Cement Ltd.
2.5%
Name
Assets
HDFC Bank Ltd.
9.2%
ICICI Bank Ltd.
7.4%
HCL Technologies Ltd.
5.3%
ITC Ltd.
3.2%
Axis Bank Ltd.
3.2%
Larsen & Toubro Ltd.
3.1%
Infosys Ltd.
3.0%
Bharti Airtel Ltd.
2.5%
Reliance Industries Ltd.
2.3%
GAIL (India) Ltd.
2.3%
-
Fund Manager
keyboard_arrow_upName
Sohini Andani
Anup Upadhyay
-
Education
Ms. Andani is a B.Com (H) and C.A.
Mr. Upadhyay is a B.Tech (Hons) degree and PGDM.
-
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.
He has over 16 years experience with over 13 years of experience in the area of financial services. He joined SBIFMPL in May, 2007 as an analyst. He is Head of Research and currently he is also a fund manager in various schemes.
-
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.
-
Launch Date
29 Jun 1987
29 Jun 1987
-
Custodian
Citibank NA
Citibank NA
-
Registrar & Transfer Agent
Cams
Cams
-
Popular Comparisons
Motilal Oswal Multicap 35 Fund - Direct - Growth
Vs
SBI Magnum Multi Cap Fund - Direct - Growth
Axis Bluechip Fund - Direct - Growth
Vs
SBI Bluechip Fund - Direct - Growth
HDFC Small Cap Fund - Direct - Growth
Vs
L&T Emerging Businesses Fund - Direct - Growth
