SBI Bluechip Direct Plan IDCW

Equity
Large Cap
Very High Risk
Payout
17.18%
3Y annualised
+2.10% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Oct 2022₹43.17
Min. SIP amount₹500
Rating3
Fund size₹34,043.41Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-0.5%17.2%12.0%15.1%
Category average-1.3%16.2%11.7%NA
Rank with in category181930NA
Understand terms

Holdings (55)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity7.9%
HDFC Bank Ltd.FinancialEquity7.9%
Infosys Ltd.TechnologyEquity4.9%
Reliance Industries Ltd.EnergyEquity4.9%
ITC Ltd.Consumer StaplesEquity4.4%
Larsen & Toubro Ltd.ConstructionEquity4.3%
Housing Development Finance Corpn. Ltd.FinancialEquity3.6%
HCL Technologies Ltd.TechnologyEquity3.1%
State Bank of IndiaFinancialEquity2.9%
Mahindra & Mahindra Ltd.AutomobileEquity2.9%
See All

Pros and cons

Category: Equity Large Cap

Pros

Cons

Lower expense ratio: 0.91%
Higher AUM: 34043Cr. Funds with a higher AUM tend to have lower returns in the future
Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Lower alpha: -0.36 The fund has generated returns lower than benchmark - S&P BSE 100 Total Return Index - in the last 3Y

Expense ratio, exit load and tax

Expense ratio: 0.91%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 year

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Sohini Andani
Jan 2013 - Present
View details

Education
Ms. Andani is a B.Com (H) and C.A.
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.
Also manages these schemes

Mohit Jain
Nov 2017 - Present
View details

Education
Mr. Jain is B.E (Engineering) & CFA (Level III candidate)
Experience
Prior to joining SBI Mutual Fund, he has worked with Crisil Ltd. as a Research Analyst.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor-Crescenzo, C-38 & 39-G Block, Bandra-Kurla Complex,Bandra (East) Mumbai 400051
Phone
022-61793000 / 1800-425-5425
Launch Date
29 Jun 1987
Website
NA
SBI Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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