SBI Blue Chip Fund (Equity, Large Cap)

Moderately High
12 yrs 4 monthsStarted on:14 Feb 2006
₹ 19087.74 Cras on: 22 May 2018
Long Term Horizon
1.97%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks 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).

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 Month1.51
1 YR10.00
2 YR14.92
3 YR10.19

SIP Returns

TenureReturns (CAGR)
1 YR2.35
2 YR9.67
3 YR11.35
5 YR14.89
10 YR15.38

Portfolio

Company Name% Assets
HDFC Bank Ltd.8.01
Larsen & Toubro Ltd.5.55
Mahindra & Mahindra Ltd.4.14
ITC Ltd.3.82
Nestle India Ltd.3.37
Cholamandalam Investment & Finance Co. Ltd.2.73
Indusind Bank Ltd.2.57
Kotak Mahindra Bank Ltd.2.56
UPL Ltd.2.51
Housing Development Finance Corpn. Ltd.2.45

Top Sectoral Holdings

Sector Name% Assets
Financial32.71
Automobile11.36
Construction10.09
FMCG8.03
Healthcare6.31
Energy6.05
Chemicals4.2
Technology3.75
Engineering3.05
Cons Durable2.46

Indicators

LabelValue
Portfolio turnover ratio96
Standard Deviation12.46%
Sharpe Ratio0.68

Sohini Andani

Ms. Andani is a B.Com (H) and C.A.
Prior to joining SBI Mutual Fund she has worked with ING Investment Management Pvt. Ltd., ASK Raymond James & Associates Pvt. Ltd., LKP Shares & securities Ltd., Advani Share Broker Pvt. Ltd., CRISIL, and K R Choksey Shares & Securities Pvt. Ltd.

Other Funds Managed by Sohini Andani

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