SBI Bluechip Fund (Equity, Large Cap)

Moderately High
13 yrs 9 monthsStarted on:14 Feb 2006
₹ 22742.5 Cras on: 15 Oct 2019
Long Term Horizon
1.68%
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)
YTD6.31
1 Month3.15
1 YR12.07
2 YR3.50
3 YR6.89

SIP Returns

TenureReturns (CAGR)
1 YR7.95
2 YR3.68
3 YR5.46
5 YR7.59
10 YR12.38

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.7
ICICI Bank Ltd.6.51
Larsen & Toubro Ltd.5.23
ITC Ltd.4.77
Infosys Ltd.4.08
Nestle India Ltd.3.88
Kotak Mahindra Bank Ltd.3.7
Axis Bank Ltd.3.65
Housing Development Finance Corpn. Ltd.3.31
Reliance Industries Ltd.3.01

Top Sectoral Holdings

Sector Name% Assets
Financial42.1
Construction10.57
FMCG9.69
Energy9.01
Technology7.7
Automobile6.69
Healthcare4.36
Engineering3.98
Chemicals1.15
Services1.13

Indicators

LabelValue
Portfolio turnover ratio82
Standard Deviation12.82%
Beta0.95%
Sharpe Ratio0.17

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