- Mutual Funds
- SBI Mutual Fund
- SBI Bluechip Fund (RIDCW-A)
Formerly SBI Bluechip Reg DR
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 45.8467
NAV (Apr 23)
Fund Returns
Last 1Y | 27.5% |
Last 3Y | 16.8% |
Last 5Y | 15.7% |
Last 10Y | 15.2% |
Since Inception | NA |
6 Month CAGR | 14.6% |
Scheme Information
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 | INF200K01172 |
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 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Bluechip Fund (RIDCW-A) | 10,84,299 | 3,51,687 | 15.7% | |
| 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
8.1%icici bank ltd
7.8%larsen & toubro ltd
6.2%itc ltd
4.8%bajaj finance ltd
4.6%Allocation by Sector
financial services
29.2%consumer cyclical
17%industrials
11.3%consumer defensive
10.5%healthcare
7.7%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
SBI Funds Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
22.6% | 17.9% | ||
5.1% | 6.5% | ||
26.7% | 16.5% | ||
16.8% | 12.2% | ||
28.6% | 13.4% |
SBI Bluechip Fund (RIDCW-A) Review
SBI Bluechip Fund (RIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of null% over a period of 18 years. The fund was previously known as SBI Bluechip Reg DR. The fund is managed by SBI Funds Management Ltd. The fund managers are Mohit Jain, Pradeep Kesavan, Saurabh Pant.
Nav of SBI Bluechip Fund (RIDCW-A) as of 4/23/2024 is ₹45.85 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 (RIDCW-A) was launched on Feb 14, 2006. The category risk of the fund is Very High Risk.
The minimum SIP amount for SBI Bluechip Fund (RIDCW-A) 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 (RIDCW-A) 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 (RIDCW-A) 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 (RIDCW-A).
Frequently Asked Questions
What is SBI Bluechip Fund (RIDCW-A)?
How to invest in SBI Bluechip Fund (RIDCW-A)?
You can invest in SBI Bluechip Fund (RIDCW-A) 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 (RIDCW-A)?
The minimum sip amount for SBI Bluechip Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is SBI Bluechip Fund (RIDCW-A) good to invest in?
As per Scripbox experts, SBI Bluechip Fund (RIDCW-A) is a Top Ranked fund. You can investSBI Bluechip Fund (RIDCW-A) 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 (RIDCW-A)?
The expense ratio of the SBI Bluechip Fund (RIDCW-A) is 1.54% for regular plan.