Formerly SBI Blue Chip Reg Gr
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 71.4771
NAV (Oct 3)
Last 1Y | 19.7% |
Last 3Y | 23.2% |
Last 5Y | 14.3% |
Last 10Y | 16% |
Since Inception | 11.8% |
6 Month CAGR | 17.4% |
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 | 1.57 |
Launched (17y ago) | Feb 14, 2006 |
AUM in Crores | 38881.483 |
ISIN | INF200K01180 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 100 India TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.3 |
Standard Deviation (5yr) | 18.6 |
Beta (3yr) | 0.98 |
Beta (5yr) | 0.99 |
Sharpe Ratio (3yr) | 1.204 |
Sharpe Ratio (5yr) | 0.548 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
SBI Bluechip Fund (Growth) | 10,45,123 | 3,12,511 | 14.3% | |
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.
hdfc bank ltd
10.2%icici bank ltd
7.9%itc ltd
5.5%larsen & toubro ltd
5.3%infosys ltd
4.9%financial services
32.5%consumer cyclical
16.6%consumer defensive
11.3%industrials
9%healthcare
6.6%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 17,630 cr | ||
₹ 11,862 cr | ||
₹ 11,197 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
SBI Funds Management Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
4.4% | 6.5% | ||
28.2% | 17.5% | ||
33% | 15.8% | ||
23.2% | 11.8% | ||
6.3% | 7.5% |
SBI Bluechip Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 11.8% over a period of 17 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 10/3/2023 is ₹71.48 with the total AUM as of 10/4/2023 is ₹38881.483. 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 19.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Bluechip Fund (G).
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 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 1.57% for regular plan.