SBI Bluechip (Equity, Large Cap)

Moderately High
13 yrs 1 monthsStarted on:14 Feb 2006
₹ 20292.25 Cras on: 22 Feb 2019
Long Term Horizon
2.06%
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 YR5.25
3 YR11.15

SIP Returns

TenureReturns (CAGR)
3 YR3.06
5 YR7.24
10 YR12.31

Portfolio

Company Name% Assets
HDFC Bank Ltd.8.94
Larsen & Toubro Ltd.4.9
ITC Ltd.4.86
ICICI Bank Ltd.4.77
Housing Development Finance Corpn. Ltd.4.49
Infosys Ltd.3.61
Nestle India Ltd.3.6
Axis Bank Ltd.2.89
Mahindra & Mahindra Ltd.2.7
State Bank of India2.64

Top Sectoral Holdings

Sector Name% Assets
Financial36.5
FMCG9.43
Automobile8.27
Energy8.05
Construction7.84
Technology7.14
Healthcare4.27
Chemicals4.19
Engineering3.38
Metals2.09

Indicators

LabelValue
Portfolio turnover ratio76
Standard Deviation13.72%
Beta0.93%
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