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  • Mutual Funds
  • SBI Funds Management Private Limited
  • SBI Bluechip Fund (Dividend Payout - Annually)

Formerly SBI Blue Chip Reg DP

SBI Bluechip Fund (Dividend Payout - Annually)

SBI Bluechip Fund (Dividend Payout - Annually)

EquityLarge Cap

Top Ranked

29.7532

NAV (Feb 23)

Scripbox Opinion

Top Ranked

This fund is a good choice within large cap mutual funds.

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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

15 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

24,855 Cr. Category leader in size

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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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).

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Very High Risk

1.81 %

Expense Ratio

Feb 14, 2006

Launched (15y ago)

₹ 24,855

AUM in Crores

INF200K01164

ISIN

No Lock-in

Lock-in

S&P BSE 100 India TR INR

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
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Sohini Andani

Fund Manager

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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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

L&T Midcap Fund (G)

L&T Midcap Fund (G)

Mid Cap

Recommended

Top Ranked

17 Years

Age

5

Track Record

UTI Nifty Index Fund (G)

UTI Nifty Index Fund (G)

Index Funds

Recommended

Top Ranked

21 Years

Age

5

Track Record

HDFC Index Nifty 50 fund (G)

HDFC Index Nifty 50 fund (G)

Index Funds

Recommended

Top Ranked

19 Years

Age

5

Track Record

HDFC Top 100 Fund (G)

HDFC Top 100 Fund (G)

Large Cap

Recommended

Top Ranked

25 Years

Age

5

Track Record

Nippon India Growth Fund (G)

Nippon India Growth Fund (G)

Mid Cap

Recommended

Top Ranked

26 Years

Age

5

Track Record

amc-icon

About the AMC

SBI Funds Management Private Limited

SBI Funds Management Private Limited manages assets worth 363,720 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 75 equity,227 debt and 54 hybrid funds.

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SBI Magnum Ultra Short Duration Fund (G)

SBI Magnum Ultra Short Duration Fund (G)

Ultra Short

Recommended

Top Ranked

₹ 11,019 Cr

Fund Size

7.1%

3Y returns

SBI Magnum Ultra Short Duration Fund (DR-W)

SBI Magnum Ultra Short Duration Fund (DR-W)

Ultra Short

Top Ranked

₹ 11,019 Cr

Fund Size

5.5%

3Y returns

SBI Magnum Ultra Short Duration Fund (DP-W)

SBI Magnum Ultra Short Duration Fund (DP-W)

Ultra Short

Top Ranked

₹ 11,019 Cr

Fund Size

5.5%

3Y returns

SBI Magnum Ultra Short Duration Fund (DR-D)

SBI Magnum Ultra Short Duration Fund (DR-D)

Ultra Short

Top Ranked

₹ 11,019 Cr

Fund Size

5.3%

3Y returns

SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

Diversified

Top Ranked

₹ 12,519 Cr

Fund Size

12.2%

3Y returns

growth

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Grow Wealth , Retirement , Kid's Education
  • graph-icon-gray
    One-click investing and tracking
  • graph-icon-gray
    Zero fees for all your investments
Kotak Standard Multicap fund (Growth)

Kotak Standard Multicap fund (Growth)

Equity

Diversified

Mirae Asset Large Cap Fund (Growth)

Mirae Asset Large Cap Fund (Growth)

Equity

Large Cap

Axis Bluechip Fund (Growth)

Axis Bluechip Fund (Growth)

Equity

Large Cap

Invesco India Growth Opportunities Fund (Growth)

Invesco India Growth Opportunities Fund (Growth)

Equity

Diversified

How does Scripbox rate funds?

Proprietary system to rate mutual funds

We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

What Scripbox recommendations mean?
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Track Record

Track Record

We look at consistent and long historical performance for our analysis.

Relative Size

Relative Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

Category View

Category View

We check if the sub-category of the fund is recommended by us.

Consistency Of Performance

Consistency Of Performance

Consistency of performance over various tenures is analysed for a relative performance stack.

Track Record

Track Record

We look at consistent and long historical performance for our analysis.

Relative Size

Relative Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

Impact of Interest Rates

Impact of Interest Rates

We check the relative interest rate risk of the sub-category of the fund. Lower the better.

Credit Quality Of Fund’s Portfolio

Credit Quality Of Fund’s Portfolio

We check the relative interest rate risk of the sub-category of the fund. Lower the better.

Equity Funds

Debt Funds

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About SBI Bluechip Fund (DP-A)

About SBI Bluechip Fund (DP-A)

SBI Bluechip Fund (DP-A) is a large cap equity fund and has delivered an annualised return of % over a period of 15 years .The fund was previously known as SBI Blue Chip Reg DP.The fund is managed by SBI Funds Management Private Limited.The fund manager’s name is Sohini Andani.

SBI Bluechip Fund (DP-A) 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). However, there is no assurance that the objective of the scheme will be realized.

SBI Bluechip Fund (DP-A) NAV,AUM,Risk

The SBI Bluechip Fund (DP-A) fund was launched on Feb 14, 2006. The NAV (Net Asset Value) of this large cap equity as of 2021-02-23 is ₹ 29.7532. The total AUM (Asset Under Management) of the fund as of 2021-02-24 is ₹ 24854.147. The category risk of the SBI Bluechip Fund (DP-A) fund is Very High Risk. The fund charges 1.81 % as expense ratio.

SBI Bluechip Fund (DP-A) Holdings

The fund’s highest allocation is towards equity and has invested 99.5% in this asset class. The top three holdings of the fund are hdfc bank ltd,icici bank ltd and infosys ltd

SBI Bluechip Fund (DP-A) SIP

The minimum SIP (Systematic Investment Plan) amount for this 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.

SBI Bluechip Fund (DP-A) Investment volatility and Horizon

This fund 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 (DP-A) Review

SBI Bluechip Fund (DP-A) has a score of 4 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, SBI Bluechip Fund (DP-A) has a score of 5 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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