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  • SBI Mutual Fund
  • SBI Bluechip Fund (Growth)

Formerly SBI Blue Chip Reg Gr

SBI Mutual Fund

SBI Bluechip Fund (Growth)

EquityLarge Cap

55.7556

NAV (Jun 28)

9.9%
5 Year CAGR
Scripbox Opinion
Neutral
Scripbox recommends other funds for investment in large cap.

Click here to see our recommendations.

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).

Our analysis of this fundLearn how we rate funds ->

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

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

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

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

1.63

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

Sohini Andani

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 2022-06-28

Top Stock Holdings

hdfc bank ltd

7.9%
7.9%

icici bank ltd

7.4%
7.4%

infosys ltd

5.4%
5.4%

reliance industries ltd

5%
5%

treps

4.4%
4.4%
See all holdings

Allocation by Sector

financial services

31.7%
31.7%

consumer cyclical

15.1%
15.1%

technology

9.3%
9.3%

industrials

8.6%
8.6%

energy

7.1%
7.1%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,202 cr

5

₹ 13,023 cr

5

₹ 13,023 cr

5

₹ 4,202 cr

5

₹ 4,202 cr

5

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.

amc-img

Fund NameScripbox 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 Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

SBI 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)?

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 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.