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SBI Blue Chip Fund-Regular Plan Growth

Category: Equity: Large Cap
Launch Date: 14-02-2006
Asset Class: Equity
Benchmark: S&P BSE 100 TRI
Expense Ratio: 1.68% As on (30-09-2019)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 23,585.35 Cr As on (31-10-2019)
Turn over: 82.0
NAV as on 11-11-2019

41.2118

0.09 (0.2181%)

CAGR Since Inception

10.85%

S&P BSE 100 TRI 9.41%

PERFORMANCE of SBI Blue Chip Fund-Regular Plan Growth

Scheme Performance (%) Data as on - 11-11-2019

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI Blue Chip Fund-Regular Plan Growth 12.57 10.32 9.72 11.79 10.85
S&P BSE 100 TRI 11.88 13.53 8.77 10.36 9.41
Equity: Large Cap 12.48 11.13 8.24 10.59 12.67

Yearly Performance (%)

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Fund Managers

Ms. Sohini Andani

Ms. Andani is a Commerce Graduate and C.A. She has over 15 years of experience in financial services. Prior to this, she worked with ING Investment Management Pvt. Ltd., ASK Raymond James & Associates Pvt. Ltd., LKP Shares & securities Ltd., Advani Share Broker Pvt. Ltd., CRISIL, and with K R Choksey Shares & Securities Pvt. Ltd.

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

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 - 11-11-2019
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 14-02-2006 12.57 4.65 10.32 9.72 11.79
Axis Bluechip Fund - Growth 05-01-2010 22.71 13.53 17.86 10.79 0.0
BNP PARIBAS LARGE CAP Fund-Growth Option 23-09-2004 20.16 7.47 12.7 9.07 12.29
LIC MF Large Cap Fund-Regular Plan-Growth 31-08-1994 18.27 7.37 11.57 7.99 9.38
DSP Top 100 Equity Fund - Regular Plan - Growth 10-03-2003 17.06 6.1 9.56 7.47 9.72
Canara Robeco Bluechip Equity Fund - Regular Plan - Growth 20-08-2010 16.55 9.6 13.95 9.32 0.0
IDBI India Top 100 Equity Fund Growth 15-05-2012 15.19 3.15 9.08 7.22 0.0
Kotak Bluechip Fund - Growth 29-12-1998 15.14 5.91 11.22 8.73 10.3
PGIM India Large Cap Fund - Growth 21-01-2003 14.99 5.08 11.17 8.06 9.54
Tata Large Cap Fund Regular Plan - Growth 07-05-1998 14.46 4.84 10.39 8.18 10.19

PORTFOLIO ANALYSIS of SBI Blue Chip Fund-Regular Plan Growth

Asset Allocation (%)