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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

80.5905

NAV (Apr 23)

15.7%
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

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

Scripbox Recommended Large Cap Funds
Want the large cap equity funds that are right for your long term equity investment needs?Learn more

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

80.5905

NAV (Apr 23)

Fund Returns

Last 1Y
27.5%
Last 3Y
16.8%
Last 5Y
15.7%
Last 10Y
15.2%
Since Inception
12.2%
6 Month CAGR
14.6%

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
1.54
Launched (18y ago)
Feb 14, 2006
AUM in Crores
44819.475
ISIN
INF200K01180
Lock-in
No Lock-in
Benchmark
S&P BSE 100 India TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
11.8
Standard Deviation (5yr)
18.5
Beta (3yr)
0.89
Beta (5yr)
0.98
Sharpe Ratio (3yr)
0.846
Sharpe Ratio (5yr)
0.595
YTM
0
Fund Managers

Pradeep Kesavan

Fund Manager

Saurabh Pant

Fund Manager

Mohit Jain

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Bluechip Fund (Growth)70%10,84,299 3,51,68715.7%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-04-23

Top Stock Holdings

hdfc bank ltd

8.1%
8.1%

icici bank ltd

7.8%
7.8%

larsen & toubro ltd

6.2%
6.2%

itc ltd

4.8%
4.8%

bajaj finance ltd

4.6%
4.6%
See all holdings

Allocation by Sector

financial services

29.2%
29.2%

consumer cyclical

17%
17%

industrials

11.3%
11.3%

consumer defensive

10.5%
10.5%

healthcare

7.7%
7.7%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 14,075 cr

₹ 17,313 cr

₹ 21,475 cr

₹ 53,505 cr

₹ 41,281 cr

amc-img

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 633,964 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 90 equity,230 debt and 41 hybrid funds.amc-img
phone-img022-61793000
email-img
Fund NameScripbox Opinion
Till Date CAGR

5.1%

6.5%

22.6%

17.9%

16.8%

12.2%

26.7%

16.5%

28.6%

13.4%

SBI Bluechip Fund (G) Review

SBI Bluechip Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 12.2% over a period of 18 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, Pradeep Kesavan, Saurabh Pant.

Nav of SBI Bluechip Fund (G) as of 4/23/2024 is ₹80.59 with the total AUM as of 4/24/2024 is ₹44819.475. 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 27.5% 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 instruments 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 1.54% for regular plan.