SBI Blue Chip Fund - Growth - Regular Plan

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  • Net Change on 22-01-2020

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

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  • 52 Week High Nav Date

Fund 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).

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
SBI BLUE CHIP FUND-REGULAR PLAN GROWTH -0.45 3.22 12.62 10.75 8.64 10.71
S&P BSE 100 -0.77 4.44 9.40 12.36 6.70 13.68
S&P BSE 100 - TRI -0.77 4.55 10.67 13.82 8.12 9.47
S&P BSE SENSEX - TRI -1.36 5.63 14.07 16.37 8.63 13.20

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
SBI BLUE CHIP FUND-REGULAR PLAN GROWTH Jan 20, 2006 12.62 10.75 8.64 1.87 23,641.35
ICICI Prudential Bluechip Fund - Growth May 23, 2008 10.64 12.18 8.26 1.75 25,024.91
Aditya Birla Sun Life Frontline Equity Fund-Growth Aug 30, 2002 8.23 10.04 7.18 1.74 21,093.38
HDFC Top 100 Fund - Growth Option Sep 03, 1996 6.11 10.87 6.60 1.86 18,761.20
Mirae Asset Large Cap Fund - Growth Plan Apr 04, 2008 13.17 14.64 10.80 1.72 16,873.03
Nippon India Large Cap Fund- Growth Plan -Growth Option Aug 08, 2007 8.37 13.07 7.94 1.78 12,955.39

Fund Holdings as on 31-December-2019

  • HDFC Bank Ltd.

  • ICICI Bank Ltd.

  • TREPS

  • ITC Ltd.

  • Larsen & Toubro Ltd.

  • Nestle India Ltd.

  • Housing Development Finance Corporation Ltd.

  • Axis Bank Ltd.

  • Reliance Industries Ltd.

  • Kotak Mahindra Bank Ltd.

  • State Bank of India

  • HCL Technologies Ltd.

  • Divi's Laboratories Ltd.

  • Shree Cement Ltd.

  • ICICI Prudential Life Insurance Company Ltd.

  • HDFC Life Insurance Company Ltd.

  • Infosys Ltd.

  • Cholamandalam Investment & Finance Co. Ltd.

  • Motherson Sumi Systems Ltd.

  • Mahindra & Mahindra Ltd.

  • ICICI Lombard General Insurance Company Ltd.

  • Hindustan Petroleum Corporation Ltd.

  • Godrej Properties Ltd.

  • Hero MotoCorp Ltd.

  • DLF Ltd.

  • NTPC Ltd.

  • Bajaj Auto Ltd.

  • PI Industries Ltd.

  • Ultratech Cement Ltd.

  • Eicher Motors Ltd.

  • Cummins India Ltd.

  • Bharat Electronics Ltd.

  • Hindalco Industries Ltd.

  • Bharat Petroleum Corporation Ltd.

  • Indian Oil Corporation Ltd.

  • Crompton Greaves Consumer Electricals Ltd.

  • Power Grid Corporation of India Ltd.

  • Mahindra & Mahindra Financial Services Ltd.

  • Thermax Ltd.

  • SKF India Ltd.

  • Bajaj Finance Ltd.

  • Britannia Industries Ltd.

  • Cipla Ltd.

  • Maruti Suzuki India Ltd.

  • 7.17% The Federal Bank Ltd. (Duration 366 Days)

  • Voltas Ltd.

  • Schaeffler India Ltd.

  • Bharti Airtel Ltd.

  • Coal India Ltd.

  • Strides Pharma Science Ltd.

  • Shriram City Union Finance Ltd.

  • Lupin Ltd.

  • Sadbhav Engineering Ltd.

  • Margin amount for Derivative positions

  • Sun Pharmaceutical Industries Ltd.

  • Net Receivable / Payable

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  • Bank - Private

  • Refineries

  • Insurance

  • Miscellaneous

  • IT - Software

  • Consumer Food

  • Engineering - Construction

  • Cigarettes/Tobacco

  • Pharmaceuticals & Drugs

  • Finance - Housing

  • Finance - NBFC

  • Cement & Construction Materials

  • Automobile Two & Three Wheelers

  • Bank - Public

  • Construction - Real Estate

  • Automobiles - Passenger Cars

  • Power Generation/Distribution

  • Auto Ancillary

  • Engineering - Industrial Equipments

  • Pesticides & Agrochemicals

  • Diesel Engines

  • Bearings

  • Metal - Non Ferrous

  • Consumer Durables - Domestic Appliances

  • Air Conditioners

  • Telecommunication - Service Provider

  • Mining & Minerals

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About SBI Blue Chip Fund

Scheme Analysis

SBI Blue Chip Fund is a Equity - Large Cap Fund fund and belongs to SBI Mutual Fund. It was launched on 20-Jan-2006 and currently has an AUM of ₹23,641.35 crore. SBI Blue Chip Fund is benchmarked against S&P BSE 100 as primary index and S&P BSE 100 - TRI as primary index and S&P BSE SENSEX - TRI as secondary index.

The NAV of SBI Blue Chip Fund ended down ₹-0.1(-0.24%)yesterday to ₹41.5148.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd., and

The SBI Blue Chip Fund is managed by Sohini Andani .

Fund House Contact

191, Maker Tower 'E' Cuffe Parade Mumbai - 400 005

022 - 22180221-27
022 - 22189663
www.sbimf.com

Fund Manager

  • Education:B.Com, C.A
  • Experience:16 Years
  • Basic Details:Ms. Sohini has more than 15 Years of experince in Financial Services. She has been working with SBI funds Management Pvt. Ltd as Head of Research For 2 years. she worked with many organizations viz. ASK Raymond James & Associates Pvt. Ltd., LKP Shares & Securities Ltd., Advani Share Brokers Pvt. Ltd., CRISIL, K R Choksey Shares & Securities Pvt. Ltd. handling primarily equity research responsibilities.
  • Funds Managed:
  • SBI Blue Chip Fund
  • SBI Magnum Midcap Fund
  • Cash

  • Deposits

  • Equity

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