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SBI Bluechip Fund Growth-0.76%

16.07%
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 Ratio1.95%
NAV₹49.12 (25 Jan 2021)
Fund Started14 Feb 2006
Fund Size25,925 Cr

Fund Overview

Quick overview of SBI Bluechip Fund Growth

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
16.1%
7.5%
12.9%
10.8%
Category Average
16.0%
8.3%
14.1%
-
Rank Within Category
49
62
60
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 16.1% returns per annum

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.FinancialEquity10.0%
ICICI Bank Ltd.FinancialEquity6.3%
Infosys Ltd.TechnologyEquity5.0%
HCL Technologies Ltd.TechnologyEquity4.8%
Housing Development Finance Corpn. Ltd.FinancialEquity4.0%
Larsen & Toubro Ltd.ConstructionEquity3.8%
Divi's Laboratories Ltd.HealthcareEquity3.8%
ITC Ltd.FMCGEquity3.7%
Reliance Industries Ltd.EnergyEquity3.6%
Shree Cement Ltd.ConstructionEquity2.8%
See All

Fund Managers

Sohini Andani
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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.

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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