SBI Blue Chip Fund (Equity, Large Cap)

Moderately High
12 yrs 6 monthsStarted on:14 Feb 2006
₹ 19064.05 Cras on: 17 Jul 2018
Long Term Horizon
2.44%
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)
1 YR4.97
2 YR11.00
3 YR8.86

SIP Returns

TenureReturns (CAGR)
1 YR1.55
2 YR8.57
3 YR10.93
5 YR14.06
10 YR15.22

Portfolio

Company Name% Assets
HDFC Bank Ltd.8.69
Larsen & Toubro Ltd.5.06
Mahindra & Mahindra Ltd.4.26
ITC Ltd.3.9
Nestle India Ltd.3.52
Sun Pharmaceutical Inds. Ltd.2.91
Kotak Mahindra Bank Ltd.2.84
Indusind Bank Ltd.2.62
Housing Development Finance Corpn. Ltd.2.49
Cholamandalam Investment & Finance Co. Ltd.2.37

Top Sectoral Holdings

Sector Name% Assets
Financial32.61
Automobile12.2
Construction9.6
FMCG8.37
Healthcare6.74
Energy6.59
Technology3.68
Chemicals3.67
Engineering2.71
Metals2.14

Indicators

LabelValue
Portfolio turnover ratio88
Standard Deviation12.71%
Beta0.9%
Sharpe Ratio0.29

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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