- Mutual Funds
- SBI Mutual Fund
- SBI Bluechip Fund (Growth)
Formerly SBI Blue Chip Reg Gr
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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).
Track Record
16 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
31,030 Cr. Category leader in size
Category View
Superior. The category has a superior investment outlook
Consistency Of Performance
Good. The historical performance of the fund has been good
Scripbox Recommended Large Cap Funds
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 55.7556
NAV (Jun 28)
Fund Returns
Last 1Y | 0.7% |
Last 3Y | 11.2% |
Last 5Y | 9.9% |
Last 10Y | 15.1% |
Since Inception | 11.1% |
6 Month CAGR | -7.7% |
Scheme Information
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 | 1.63 |
Launched (16y ago) | Feb 14, 2006 |
AUM in Crores | 31029.061 |
ISIN | INF200K01180 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 100 India TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Fund Managers
Returns Calculator Comparison
of
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with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
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
Top Stock Holdings
hdfc bank ltd
7.9%icici bank ltd
7.4%infosys ltd
5.4%reliance industries ltd
5%treps
4.4%Allocation by Sector
financial services
31.7%consumer cyclical
15.1%technology
9.3%industrials
8.6%energy
7.1%Comparison with Equity Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|---|---|---|
₹ 4,202 cr | |||
₹ 13,023 cr | |||
₹ 13,023 cr | |||
₹ 4,202 cr | |||
₹ 4,202 cr |
About the AMC
SBI Funds Management Private Limited
SBI Funds Management Private Limited manages assets worth 25,449 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 2 equity,34 debt and 21 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12.8% | 18.6% | ||
5.1% | 7.4% | ||
14.4% | 16.8% | ||
5.1% | % | ||
10.8% | 11.4% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsSBI Bluechip Fund (G) Review
SBI Bluechip Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 11.1% 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 manager’s name is Sohini Andani.
Nav of SBI Bluechip Fund (G) as of 6/28/2022 is ₹55.76 with the total AUM as of 6/29/2022 is ₹31029.061. 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 3 fund in Equity and delivered 0.7% 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)?
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 Neutral 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 1.63% for regular plan.