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  • SBI Bluechip Fund (Growth)

Formerly SBI Blue Chip Reg Gr

SBI Mutual Fund

SBI Bluechip Fund (Growth)

EquityLarge Cap

Top Ranked

65.4516

NAV (Dec 02)

11.8%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within large cap mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

Scripbox Recommended Large Cap Funds

Want the large cap equity funds that are right for your long term equity investment needs?

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

65.4516

NAV (Dec 2)

Fund Returns

Last 1Y

7.5%

Last 3Y

16.6%

Last 5Y

11.8%

Last 10Y

14.9%

Since Inception

11.8%

6 Month CAGR

13%

Scheme Information

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).

Expense Ratio

1.64

Launched (16y ago)

Feb 14, 2006

AUM in Crores

34730.272

ISIN

INF200K01180

Lock-in

No Lock-in

Benchmark

S&P BSE 100 India TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

22.3

Standard Deviation (5yr)

19.2

Beta (3yr)

0.99

Beta (5yr)

0.98

Sharpe Ratio (3yr)

0.62

Sharpe Ratio (5yr)

0.415

YTM

0

Fund Managers

Sohini Andani

Fund Manager

Mohit Jain

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2022-12-02

Top Stock Holdings

icici bank ltd

8%
8%

hdfc bank ltd

7.9%
7.9%

treps

5.6%
5.6%

infosys ltd

4.9%
4.9%

reliance industries ltd

4.6%
4.6%
See all holdings

Allocation by Sector

financial services

31.9%
31.9%

consumer cyclical

14.8%
14.8%

industrials

8.9%
8.9%

technology

8.5%
8.5%

healthcare

7.5%
7.5%
See all sectors

Compare SBI Bluechip Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 472,190 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 73 equity,201 debt and 34 hybrid funds.

amc-img

  • 022-61793000
  • Fund NameScripbox Opinion
    Till Date CAGR

    15.8%

    18.9%

    6.5%

    6.8%

    3.6%

    6.5%

    21.8%

    17.7%

    16.6%

    11.8%

    SBI Bluechip Fund (G) Review

    SBI Bluechip Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 11.8% over a period of 16 years. The fund was previously known as SBI Blue Chip Reg Gr. The fund is managed by SBI Funds Management Ltd. The fund managers are Mohit Jain, Sohini Andani.

    Nav of SBI Bluechip Fund (G) as of 12/2/2022 is ₹65.45 with the total AUM as of 12/5/2022 is ₹34730.272. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Bluechip Fund (G) was launched on Feb 14, 2006. The category risk of the fund is Very High Risk.

    The minimum SIP amount for SBI Bluechip Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.

    SBI Bluechip Fund (G) 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.

    SBI Bluechip Fund (G) is rated as a 4 fund in Equity and delivered 7.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Bluechip Fund (G).

    Frequently Asked Questions

    What is SBI Bluechip Fund (G)?

    SBI Bluechip Fund (G) is a Large Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in SBI Bluechip Fund (G)?

    You can invest in SBI Bluechip Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of SBI Bluechip Fund (G)?

    The minimum sip amount for SBI Bluechip Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is SBI Bluechip Fund (G) good to invest in?

    As per Scripbox experts, SBI Bluechip Fund (G) is a Top Ranked fund. You can investSBI Bluechip Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the SBI Bluechip Fund (G)?

    The expense ratio of the SBI Bluechip Fund (G) is 1.64% for regular plan.