- Mutual Funds
- SBI Mutual Fund
- SBI Bluechip Fund (G)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 91.6434
NAV (Oct 21)
Fund Returns
Last 1Y | 28.3% |
Last 3Y | 12.6% |
Last 5Y | 18% |
Last 10Y | 14.4% |
Since Inception | 12.6% |
6 Month CAGR | 16.1% |
Scheme Information
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).
Expense Ratio | 1.5% |
Launched 18Y ago | 2006-02-14 |
AUM in Crores | 53276.1 |
ISIN | INF200K01180 |
Lock-in (days) | No Lock-in |
Benchmark | BSE 100 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 11.8 |
Beta | 0.9 |
Sharpe Ratio | 1 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Bluechip Fund (G) | 11,51,705 | 4,19,093 | 18% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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.
7.71%ICICI Bank Ltd.
6.88%Infosys Ltd.
5%ITC Ltd.
4.86%Larsen & Toubro Ltd.
4.62%Allocation by Sector
Financial
24.36%Automobile
12.85%Consumer Staples
10.22%Technology
9.55%Construction
6.77%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 66,206 cr | ||
₹ 24,508 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
SBI Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
9% | 14.5% | ||
16.6% | 6.6% | ||
17.8% | 15.4% | ||
24% | 17.4% | ||
23.9% | 16.4% |
SBI Bluechip Fund (G) Review
SBI Bluechip Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 12.62% over 18 years. The fund has grown over a period of 18 years. The fund is managed by SBI Mutual Fund. The fund managers are Pradeep Kesavan, Saurabh Pant.
Nav of SBI Bluechip Fund (G) as of 10/21/2024 is ₹91.64 with the total AUM as of 10/22/2024 is ₹53276.14. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Bluechip Fund (G) was launched on 2006-02-14. The category risk of the fund is Below Average.
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 BSE 100 Total Return Index.
Scripbox has rated it 4 stars, indicating it's a top ranking fund in the Equity category and delivered 28.28% 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?
According to Scripbox opinion, it is a 4-star fund. You can invest in this fund if its investment objective and risk level align with your 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 1.5% for regular plan.
What is the NAV of SBI Bluechip Fund (G)?
Today's SBI Bluechip Fund (G) NAV is ₹91.64.