SBI Bluechip Direct Plan Growth+0.23%

4Groww
-2.51%
1 Year Return
Equity
Large Cap
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

SBI Bluechip Direct Plan Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.10%
NAV40.0 (16 Aug 2019)
Fund Started01 Jan 2013
Fund Size21,585 Cr

Fund Overview

Quick overview of SBI Bluechip Direct Plan Growth

Returns

1Y
3Y*
5Y*
Since inception*
SBI Bluechip Direct Plan Growth
-2.5%
7.1%
11.3%
14.0%
Category Average
-2.5%
9.3%
13.3%
-
Rank within category
23
40
5
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -2.5% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. Lower expense ratio
    3. 1Y Returns are higher than the benchmark
    4. 5Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is more than 15000 Crs. Returns tend to go low once AUM exceeds a certain amount
    2. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity8.9%
    ICICI Bank Ltd.FinancialEquity5.9%
    Larsen & Toubro Ltd.ConstructionEquity5.2%
    ITC Ltd.FMCGEquity5.1%
    Nifty BankOthersID4.5%
    State Bank of IndiaFinancialEquity4.1%
    Infosys Ltd.TechnologyEquity4.1%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.8%
    Kotak Mahindra Bank Ltd.FinancialEquity3.6%
    Nestle India Ltd.FMCGEquity3.4%
    See All

    Other Details

    SBI Bluechip Direct Plan Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Sohini Andani is the Current Fund Manager of SBI Bluechip Direct Plan Growth.The fund currently has an Asset Under Management(AUM) of ₹21,585 Cr and the Latest NAV as of 16 Aug 2019 is ₹40.0.

    The SBI Bluechip Direct Plan Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year.

    Investment Objective

    To provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies whose market capitalization is atleast equal to or more than the least market capitalized stock of BSE 100 Index.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    Exit Load

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    About SBI Mutual Fund

    Address
    9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
    Phone
    022 - 61793000
    Launch Date
    28 Jun 1987
    SBI Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Invest Now
    Enter investment amount
    + ₹1,000
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    + ₹10,000
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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