SBI Blue Chip Fund (Equity, Large Cap)

Moderately High
12 yrs 9 monthsStarted on:14 Feb 2006
₹ 19212.61 Cras on: 17 Oct 2018
Long Term Horizon
2.36%
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)
2 YR4.67
3 YR7.33

SIP Returns

TenureReturns (CAGR)
3 YR3.61
5 YR8.67
10 YR13.15

Portfolio

Company Name% Assets
HDFC Bank Ltd.8.66
ITC Ltd.5.1
Larsen & Toubro Ltd.5.01
Mahindra & Mahindra Ltd.4.06
Nestle India Ltd.3.46
Infosys Ltd.2.72
Sun Pharmaceutical Inds. Ltd.2.71
State Bank of India2.52
ICICI Bank Ltd.2.42
Kotak Mahindra Bank Ltd.2.4

Top Sectoral Holdings

Sector Name% Assets
Financial31.65
Automobile10.96
Construction9.9
FMCG9.67
Energy8.06
Healthcare7.12
Technology6.01
Chemicals3.78
Metals2.49
Engineering2.34

Indicators

LabelValue
Portfolio turnover ratio89
Standard Deviation13.48%
Beta0.92%
Sharpe Ratio0.28

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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