Fund Details
SBI Bluechip Fund Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.95% |
| NAV | ₹49.12 (25 Jan 2021) |
|---|---|
| Fund Started | 14 Feb 2006 |
| Fund Size | ₹25,925 Cr |
Fund Overview
Returns
Comparison
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
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
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 10.0% |
| ICICI Bank Ltd. | Financial | Equity | 6.3% |
| Infosys Ltd. | Technology | Equity | 5.0% |
| HCL Technologies Ltd. | Technology | Equity | 4.8% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.0% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.8% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 3.8% |
| ITC Ltd. | FMCG | Equity | 3.7% |
| Reliance Industries Ltd. | Energy | Equity | 3.6% |
| Shree Cement Ltd. | Construction | Equity | 2.8% |
Fund Managers
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 ₹25,925 Cr and the Latest NAV as of 25 Jan 2021 is ₹49.12.
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.
