This fund is a good choice within large cap mutual funds.
Scripbox recommends other funds for investment in Large Cap.
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to see our recommendations.
Large Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
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).
Low
Moderately Low
Moderate
Moderately High
High
Moderately High risk
1.69%
Expense Ratio
14th Feb, 2006
Launched (14y ago)
₹
22,604
AUM in Crores
INF200K01180
ISIN
No Lock-in
Lock-in
S&P BSE 100 India TR INR
Benchmark
₹
1000
SIP Minimum
₹
5000
Lumpsum Min.
Fund Managers
Sohini Andani
Fund Manager
Returns Calculator Comparison
of
for
Instrument
Returns
Total Corpus
Gains
Annualised %
Mutual Fund
11.25%
EPF
Property
PPF
Bank FD
Gold
Savings Bank
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments
are subject to market risk, read all scheme related documents carefully before investing. Past performance is
not an indicator of future returns.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment
asset class such as large cap, diversified, liquid etc. When you invest
for an objective, the algorithm suggests the appropriate asset class and
funds.
Top Ranked
Scripbox algorithm recommends 2-4 funds for investment for an investment
asset class such as large cap, diversified, liquid etc. When you invest
for an objective, the algorithm suggests the appropriate asset class and
funds.
Not Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment
asset class such as large cap, diversified, liquid etc. When you invest
for an objective, the algorithm suggests the appropriate asset class and
funds.
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are
preferred
Category View
We check if the sub-category of the fund is recommended by us
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Equity Funds
Debt Funds
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About SBI Bluechip Fund (Growth)
About SBI Bluechip Fund (Growth)
SBI Bluechip Fund (Growth) is a Large Cap Equity fund and has delivered an annualised return of 9.85% over a period of 14 years.
The fund was previously known as SBI Blue Chip Reg Gr.
The fund is managed by SBI Funds Management Private Limited.
The fund manager’s name is Sohini Andani.
SBI Bluechip Fund (Growth) Investment Objective
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).
However, there is no assurance that the objective of the scheme will be realized.
SBI Bluechip Fund (Growth) NAV, AUM and Risk
The fund was launched on 2006-02-14. The NAV of the fund as of 2020-09-18 is ₹ 39.38. The total AUM of the fund as of 2020-09-18 is ₹ 22,604 Cr. The category risk of the fund is Moderately High risk
The fund charges 1.69 % as expense ratio.
SBI Bluechip Fund (Growth) Holdings
The fund’s highest allocation is towards equity and has invested 98.3% in this asset class.
The top three holdings of the fund are hdfc bank ltd, icici bank ltd and divi's laboratories ltd.
SBI Bluechip Fund (Growth) SIP
The minimum SIP(Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
SBI Bluechip Fund (Growth) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 100 India TR INR.
