SBI Blue Chip Fund-Regular Plan Growth

Category: Equity: Large Cap
Launch Date: 01-02-2006
Asset Class: Equity
Benchmark: S&P BSE 100 TRI
Expense Ratio: 1.8% As on (31-03-2021)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 26,838.32 Cr As on (31-03-2021)
Turn over: 13.00
NAV as on 22-04-2021

50.7439

0.44 (0.862%)

CAGR Since Inception

11.28%

S&P BSE 100 TRI 8.43%

PERFORMANCE of SBI Blue Chip Fund-Regular Plan Growth

Scheme Performance (%) Data as on - 22-04-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI Blue Chip Fund-Regular Plan Growth 58.74 9.36 12.11 13.08 11.28
S&P BSE 100 TRI 30.07 4.28 9.77 8.83 8.43
Equity: Large Cap 49.9 9.35 11.99 10.77 13.32

Yearly Performance (%)

Nav Movement

Fund Managers

Sohini Andani

Investment Objective

The scheme would invest in stocks of companies whose market capitalization is atleast equal to or more than the least market capitalised stock of BSE 100 Index.

RETURNS CALCULATOR for SBI Blue Chip Fund-Regular Plan Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of SBI Blue Chip Fund-Regular Plan Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
SBI Blue Chip Fund-Regular Plan Growth 12.38 1.08 -2.64 1.03 - -
Equity: Large Cap - - - - - -

PEER COMPARISION of SBI Blue Chip Fund-Regular Plan Growth

Period
Data as on - 22-04-2021
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
SBI Blue Chip Fund-Regular Plan Growth 01-02-2006 58.74 14.17 9.36 12.11 13.08
Franklin India Bluechip Fund-Growth 01-12-1993 58.74 11.41 9.24 10.64 10.19
Kotak Bluechip Fund - Growth 29-12-1998 57.33 14.78 11.31 12.61 11.35
Tata Large Cap Fund Regular Plan - Growth 07-05-1998 55.18 11.51 8.97 11.08 10.55
Aditya Birla Sun Life Frontline Equity Fund-Growth 05-08-2002 55.15 11.04 8.29 11.64 11.72
UTI - Master Share-Growth Option 18-10-1986 54.8 13.99 10.85 12.91 11.06
ICICI Prudential Bluechip Fund - Growth 05-05-2008 53.86 11.72 9.2 13.04 11.82
Mirae Asset Large Cap Fund - Growth Plan 15-04-2008 53.23 12.41 11.23 14.92 14.3
Mahindra Manulife Large Cap Pragati Yojana - Regular Plan - Growth 08-03-2019 52.92 12.09 0.0 0.0 0.0
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 52.33 5.88 6.98 11.64 11.35

PORTFOLIO ANALYSIS of SBI Blue Chip Fund-Regular Plan Growth

Asset Allocation (%)