- Mutual Funds
- SBI Mutual Fund
- SBI Bluechip Fund Direct Growth
SBI Bluechip Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment5,80,677
Wealth Gained13,13,289
Total Corpus Created (₹)
With CAGR of 22.785 % in 5 yearsHistorical NAV
₹ 98.5951
NAV (Apr 30)
Fund Returns
Last 1Y | 10.5% |
Last 3Y | 15.2% |
Last 5Y | 22.8% |
Last 10Y | 13.4% |
Since Inception | 15.4% |
6 Month CAGR | -1.3% |
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 | 0.89 % |
Launched | - |
AUM in Crores | 49394.2 |
ISIN | INF200K01QX4 |
Lock-in (days) | No Lock-in |
Benchmark | BSE 100 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 12.5 |
Beta | 0.9 |
Sharpe Ratio | 0.5 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Bluechip Fund Direct (G) | 13,13,289 | 5,80,677 | 22.8% | |
| 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
28.72%Automobile
11.18%Technology
9.32%Consumer Staples
8.77%Healthcare
6.38%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 93,440 cr | ||
₹ 64,962 cr | ||
₹ 27,730 cr | ||
₹ 16,217 cr |
About the AMC
SBI Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
25.2% | 16.6% | ||
8.7% | 9.1% | ||
8.3% | 8.7% | ||
7.9% | 9.1% | ||
22.7% | 16.8% |
SBI Bluechip Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment5,80,677
Wealth Gained13,13,289
Total Corpus Created (₹)
With CAGR of 22.785 % in 5 yearsFrequently Asked Questions
What is the expense ratio for SBI Bluechip Fund Direct Plan Growth?
What is the current AUM of SBI Bluechip Fund Direct Growth?
What is the latest NAV of SBI Bluechip Fund Direct Growth?
What is the Riskometer rating for SBI Bluechip Fund Direct Plan Growth?
Which are the top sector holdings in SBI Bluechip Fund Direct Plan?
Which are the top stock holdings in SBI Bluechip Fund Direct Plan?
What is the asset allocation of SBI Bluechip Fund Direct Plan Growth?
What has been the performance of SBI Bluechip Fund Direct Growth returns?
Does SBI Bluechip Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in SBI Bluechip Fund Direct Plan Growth?
How to invest in SBI Bluechip Fund Direct Growth?
How can I redeem my investment in SBI Bluechip Fund Direct Plan?