SBI Bluechip Fund Growth-0.32%

-0.33%
1 Year Return
Equity
Large Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

SBI Bluechip Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.69%
NAV40.19 (22 Oct 2020)
Fund Started14 Feb 2006
Fund Size22,058 Cr

Fund Overview

Quick overview of SBI Bluechip Fund Growth

Returns

1Y
3Y*
5Y*
Since inception*
SBI Bluechip Fund Growth
-0.3%
2.7%
7.0%
9.9%
Category Average
1.7%
5.0%
7.8%
-
Rank within category
79
69
54
-
*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
    0
    with -0.3% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. Age is more than 10 years
    4. 10Y Returns are higher than the category average returns
    Cons
    1. Asset under management(AUM) is more than 15000 Crs. Returns tend to go low once AUM exceeds a certain amount
    2. Risk-adjusted returns are lower compared to the category
    3. 1Y Returns are lower than the benchmark
    4. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark
    6. 10Y Returns are lower than the benchmark
    7. Asset under management(AUM) is more than 15000 Crs. Returns tend to go low once AUM exceeds a certain amount
    8. Risk-adjusted returns are lower compared to the category
    9. 1Y Returns are lower than the category average returns
    10. 3Y Returns are lower than the category average returns
    11. 5Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity9.5%
    ICICI Bank Ltd.FinancialEquity5.1%
    Reliance Industries Ltd.EnergyEquity5.0%
    Divi's Laboratories Ltd.HealthcareEquity4.9%
    HCL Technologies Ltd.TechnologyEquity4.8%
    Infosys Ltd.TechnologyEquity4.5%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.6%
    ITC Ltd.FMCGEquity3.6%
    Larsen & Toubro Ltd.ConstructionEquity3.1%
    Shree Cement Ltd.ConstructionEquity2.8%
    See All

    Fund Managers

    addSohini Andani
    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.
    Funds Managed

    SBI Bluechip Fund Growth Details

    SBI Bluechip Fund Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 14 Feb 2006. Sohini Andani is the Current Fund Manager of SBI Bluechip Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹22,058 Cr and the Latest NAV as of 22 Oct 2020 is ₹40.19.

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

    Investment Objective

    The scheme seeks to provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of large cap equity stocks (as specified by SEBI/AMFI from time to time).

    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
    29 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,
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