SBI Blue Chip Fund-Direct Plan -Growth
Fund House: SBI Mutual Fund| Category: Equity: Large Cap |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: BSE 100 TRI |
| TER: 0.81% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 52,246.86 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: 21% | Exit Load: For exit within 1 year from the date of allotment - 1%; For exit after 1 year from the date of allotment - Nil. |
100.856
-0.65 (-0.6463%)
15.46%
Benchmark: 17.13%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 100 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 4 Months
4 Years 11 Months
7 Years 11 Months
11 Years 7 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
To provide investors with opportunities forlong-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies whose market capitalization is at least equal to or more than the least market capitalized stock of S&P BSE 100 Index.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 12.72 |
| Sharpe Ratio | 0.86 |
| Alpha | 1.81 |
| Beta | 0.89 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| SBI Blue Chip Fund-Direct Plan -Growth | 01-01-2013 | 6.56 | 16.25 | 19.1 | 22.33 | 13.87 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 18.85 | - | - | - | - |
| DSP Large Cap Fund - Regular Plan - Growth | 05-03-2003 | 11.33 | 22.72 | 22.82 | 21.39 | 12.06 |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 05-08-2010 | 7.47 | 18.54 | 19.03 | 20.5 | 14.03 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 7.28 | 15.6 | 16.1 | 19.88 | 13.6 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 7.11 | 20.42 | - | - | - |
| Franklin India Bluechip Fund-Growth | 01-12-1993 | 6.98 | 17.82 | 16.96 | 20.12 | 11.32 |
| Invesco India Largecap Fund - Growth | 21-08-2009 | 6.77 | 20.57 | 20.77 | 21.54 | 12.96 |
| ICICI Prudential Bluechip Fund - Growth | 05-05-2008 | 6.77 | 21.91 | 21.54 | 23.96 | 14.48 |
| Aditya Birla Sun Life Frontline Equity Fund-Growth | 05-08-2002 | 6.23 | 18.56 | 19.33 | 22.15 | 12.74 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
1.61%
Others
2.51%
Large Cap
84.09%
Mid Cap
11.79%
