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  • SBI Bluechip Fund Inc Dist cum Cap Wdrl (PIDCW-A)

Formerly SBI Bluechip Reg DP

SBI Bluechip Fund Inc Dist cum Cap Wdrl (PIDCW-A)

SBI Bluechip Fund Inc Dist cum Cap Wdrl (PIDCW-A)

EquityLarge Cap

Top Ranked

31.9243

NAV (Jul 26)

12.3%
5 Year CAGR
Scripbox Opinion

Top Ranked

SBI Bluechip Fund Inc Dist cum Cap Wdrl (PIDCW-A) 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 an Extended history for analysis and the track record is excellent.

Relative Size

28,580 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

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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

Expense Ratio
1.69 %
Launched (15y ago)
Feb 14, 2006
AUM in Crores
₹ 28,580
ISIN
INF200K01164
Lock-in
No Lock-in
Benchmark
S&P BSE 100 India TR INR
SIP Minimum
₹ 1,000
Lumpsum Min.
₹ 5,000
Fund Managers
user-avatar

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

SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

Diversified

Recommended

Top Ranked

17 Years

Age

5

Track Record

Aditya Birla Sun Life Focused Equity Fund (G)

Aditya Birla Sun Life Focused Equity Fund (G)

Diversified

Recommended

Top Ranked

16 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

Kotak Bluechip fund (G)

Kotak Bluechip fund (G)

Large Cap

Recommended

Top Ranked

23 Years

Age

5

Track Record

amc-icon

About the AMC

SBI Funds Management Private Limited

SBI Funds Management Private Limited manages assets worth 399,510 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 75 equity,232 debt and 54 hybrid funds.

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SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

Diversified

Recommended

Top Ranked

₹ 16,856 Cr

Fund Size

16.20%

5 Year CAGR

5 Y CAGR

SBI Magnum Ultra Short Duration Fund (G)

SBI Magnum Ultra Short Duration Fund (G)

Ultra Short

Recommended

Top Ranked

₹ 12,142 Cr

Fund Size

6.50%

3 Year CAGR

3 Y CAGR

SBI Focused Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A)

SBI Focused Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A)

Diversified

Top Ranked

₹ 16,856 Cr

Fund Size

16.20%

5 Year CAGR

5 Y CAGR

SBI Magnum Ultra Short Duration Fund of Income Dist cum cap wdrl (RIDCW-W)

SBI Magnum Ultra Short Duration Fund of Income Dist cum cap wdrl (RIDCW-W)

Ultra Short

Top Ranked

₹ 12,142 Cr

Fund Size

5.20%

3 Year CAGR

3 Y CAGR

SBI Magnum Ultra Short Duration Fund of Income Dist cum cap wdrl (D-W)

SBI Magnum Ultra Short Duration Fund of Income Dist cum cap wdrl (D-W)

Ultra Short

Top Ranked

₹ 12,142 Cr

Fund Size

5.20%

3 Year CAGR

3 Y CAGR

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
Parag Parikh Flexi Cap fund (Growth)

Parag Parikh Flexi Cap 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

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3,600+

AUM

2,500+

Cities

2012

Established

How does Scripbox rate funds?

Proprietary 4-step 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.

Fund Size

Fund Size

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

Sub-asset Class View

Sub-asset Class View

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

Fund Performance

Fund 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.

Fund Size

Fund 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 Attractiveness

Credit Attractiveness

We check the credit quality of the underlying instruments present in the fund. Higher the better.

Equity Funds

Debt Funds

About SBI Bluechip Fund Inc Dist cum Cap Wdrl (PIDCW-A)

About SBI Bluechip Fund Inc Dist cum Cap Wdrl (PIDCW-A)

SBI Bluechip Fund Inc Dist cum Cap Wdrl (PIDCW-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 Bluechip Reg DP.The fund is managed by SBI Funds Management Private Limited.The fund manager’s name is Sohini Andani.

SBI Bluechip Fund Inc Dist cum Cap Wdrl (PIDCW-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 Inc Dist cum Cap Wdrl (PIDCW-A) NAV,AUM,Risk

The SBI Bluechip Fund Inc Dist cum Cap Wdrl (PIDCW-A) fund was launched on Feb 14, 2006. The NAV (Net Asset Value) of this large cap equity as of 2021-07-26 is ₹ 31.9243. The total AUM (Asset Under Management) of the fund as of 2021-07-27 is ₹ 28579.940. The category risk of the SBI Bluechip Fund Inc Dist cum Cap Wdrl (PIDCW-A) fund is Very High Risk. The fund charges 1.69 % as expense ratio.

SBI Bluechip Fund Inc Dist cum Cap Wdrl (PIDCW-A) Holdings

The fund’s highest allocation is towards equity and has invested 98.0% in this asset class. The top three holdings of the fund are britannia industries limited,hdfc bank ltd and icici bank ltd

SBI Bluechip Fund Inc Dist cum Cap Wdrl (PIDCW-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 Inc Dist cum Cap Wdrl (PIDCW-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 Inc Dist cum Cap Wdrl (PIDCW-A) Review

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

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