SBI Bluechip (Equity, Large Cap)

Moderately High
12 yrs 11 monthsStarted on:14 Feb 2006
₹ 20287.28 Cras on: 13 Dec 2018
Long Term Horizon
2.16%
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 Month1.24
2 YR10.66
3 YR10.39

SIP Returns

TenureReturns (CAGR)
2 YR1.7
3 YR5.97
5 YR9.54
10 YR13.49

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.15
Larsen & Toubro Ltd.5.34
Housing Development Finance Corpn. Ltd.5.11
ITC Ltd.4.85
ICICI Bank Ltd.3.83
Nestle India Ltd.3.63
Mahindra & Mahindra Ltd.3.53
Infosys Ltd.3.01
State Bank of India2.56
UPL Ltd.2.45

Top Sectoral Holdings

Sector Name% Assets
Financial35.76
Automobile10.25
FMCG9.61
Construction9.43
Energy7.9
Technology6.52
Healthcare6.11
Chemicals4.08
Engineering2.76
Metals2.01

Indicators

LabelValue
Portfolio turnover ratio86
Standard Deviation13.82%
Beta0.91%
Sharpe Ratio0.27

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

  • Nav as on 13 Dec 18 70.41
    Returns since inception (CAGR) 15.29%
    Value Research
    Crisil Ranking 4
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