SBI Bluechip Fund Growth-0.38%

4Groww
12.35%
1 Year Return
Equity
Large Cap
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

SBI Bluechip Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.73%
NAV41.09 (21 Nov 2019)
Fund Started14 Feb 2006
Fund Size23,585 Cr

Fund Overview

Quick overview of SBI Bluechip Fund Growth

Returns

1Y
3Y*
5Y*
Since inception*
SBI Bluechip Fund Growth
12.3%
12.0%
9.3%
10.8%
Category Average
0.2%
8.6%
11.1%
-
Rank within category
22
68
7
-
*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 12.3% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 1Y 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. Risk-adjusted returns are lower compared to the category
    3. Risk is higher compared to 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

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity9.4%
    ICICI Bank Ltd.FinancialEquity6.7%
    Larsen & Toubro Ltd.ConstructionEquity5.0%
    ITC Ltd.FMCGEquity4.6%
    Nestle India Ltd.FMCGEquity4.0%
    Axis Bank Ltd.FinancialEquity3.8%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.5%
    Kotak Mahindra Bank Ltd.FinancialEquity3.4%
    Reliance Industries Ltd.EnergyEquity3.3%
    State Bank of IndiaFinancialEquity3.2%
    See All

    Other Details

    SBI Bluechip Fund Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was introduced to investors on 14 Feb 2006. Sohini Andani is the Current Fund Manager of SBI Bluechip Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹23,585 Cr and the Latest NAV as of 21 Nov 2019 is ₹41.09.

    The SBI Bluechip Fund 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
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